Palumbo Wealth Management’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,300
| Closed | -$1.45M | – | 189 |
|
|
2024
Q3 | $1.45M | Buy |
9,300
+876
| +10% | +$137K | 0.56% | 49 |
|
|
2024
Q2 | $1.25M | Buy |
8,424
+1,393
| +20% | +$206K | 0.53% | 52 |
|
|
2024
Q1 | $1.25M | Buy |
7,031
+549
| +8% | +$97.3K | 0.56% | 49 |
|
|
2023
Q4 | $923K | Sell |
6,482
-168
| -3% | -$23.9K | 0.47% | 54 |
|
|
2023
Q3 | $735K | Buy |
6,650
+1,168
| +21% | +$129K | 0.4% | 53 |
|
|
2023
Q2 | $723K | Buy |
5,482
+14
| +0.3% | +$1.85K | 0.44% | 45 |
|
|
2023
Q1 | $906K | Buy |
5,468
+161
| +3% | +$26.7K | 0.6% | 39 |
|
|
2022
Q4 | $791K | Buy |
5,307
+237
| +5% | +$35.3K | 0.63% | 40 |
|
|
2022
Q3 | $752K | Buy |
5,070
+146
| +3% | +$21.7K | 0.64% | 39 |
|
|
2022
Q2 | $695K | Buy |
4,924
+258
| +6% | +$36.4K | 0.55% | 42 |
|
|
2022
Q1 | $990K | Buy |
4,666
+37
| +0.8% | +$7.85K | 0.64% | 37 |
|
|
2021
Q4 | $1.07M | Sell |
4,629
-1
| -0% | -$231 | 0.67% | 30 |
|
|
2021
Q3 | $1.06M | Sell |
4,630
-852
| -16% | -$195K | 0.7% | 22 |
|
|
2021
Q2 | $1.33M | Buy |
5,482
+11
| +0.2% | +$2.66K | 0.89% | 20 |
|
|
2021
Q1 | $1.08M | Sell |
5,471
-6
| -0.1% | -$1.19K | 0.82% | 22 |
|
|
2020
Q4 | $967K | Buy |
+5,477
| New | +$967K | 0.78% | 22 |
|