PDS Planning’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
2,711
-522
| -16% | -$51.5K | 0.02% | 387 |
|
|
2025
Q1 | $337K | Sell |
3,233
-154
| -5% | -$16.1K | 0.03% | 292 |
|
|
2024
Q4 | $458K | Sell |
3,387
-23
| -0.7% | -$3.11K | 0.04% | 206 |
|
|
2024
Q3 | $531K | Sell |
3,410
-672
| -16% | -$105K | 0.05% | 182 |
|
|
2024
Q2 | $604K | Buy |
4,082
+144
| +4% | +$21.3K | 0.06% | 139 |
|
|
2024
Q1 | $698K | Buy |
3,938
+35
| +0.9% | +$6.2K | 0.07% | 118 |
|
|
2023
Q4 | $556K | Buy |
3,903
+536
| +16% | +$76.3K | 0.06% | 136 |
|
|
2023
Q3 | $372K | Sell |
3,367
-790
| -19% | -$87.4K | 0.05% | 177 |
|
|
2023
Q2 | $548K | Sell |
4,157
-26
| -0.6% | -$3.43K | 0.07% | 119 |
|
|
2023
Q1 | $693K | Buy |
4,183
+302
| +8% | +$50K | 0.1% | 94 |
|
|
2022
Q4 | $578K | Sell |
3,881
-397
| -9% | -$59.2K | 0.09% | 87 |
|
|
2022
Q3 | $635K | Buy |
4,278
+870
| +26% | +$129K | 0.12% | 74 |
|
|
2022
Q2 | $481K | Sell |
3,408
-365
| -10% | -$51.5K | 0.09% | 96 |
|
|
2022
Q1 | $801K | Buy |
3,773
+762
| +25% | +$162K | 0.14% | 72 |
|
|
2021
Q4 | $697K | Sell |
3,011
-195
| -6% | -$45.1K | 0.13% | 71 |
|
|
2021
Q3 | $733K | Sell |
3,206
-97
| -3% | -$22.2K | 0.17% | 65 |
|
|
2021
Q2 | $798K | Buy |
3,303
+1,999
| +153% | +$483K | 0.19% | 61 |
|
|
2021
Q1 | $258K | Buy |
+1,304
| New | +$258K | 0.07% | 127 |
|
|
2020
Q4 | – | Sell |
-1,426
| Closed | -$225K | – | 164 |
|
|
2020
Q3 | $225K | Buy |
+1,426
| New | +$225K | 0.09% | 119 |
|