Phillips Wealth Planners’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,862
| Closed | -$266K | – | 195 |
|
|
2025
Q1 | $266K | Buy |
2,862
+646
| +29% | +$59.9K | 0.28% | 128 |
|
|
2024
Q4 | $314K | Sell |
2,216
-2,301
| -51% | -$326K | 0.31% | 113 |
|
|
2024
Q3 | $718K | Buy |
4,517
+482
| +12% | +$76.6K | 0.69% | 35 |
|
|
2024
Q2 | $590K | Sell |
4,035
-81
| -2% | -$11.8K | 0.62% | 46 |
|
|
2024
Q1 | $672K | Buy |
4,116
+664
| +19% | +$108K | 0.77% | 33 |
|
|
2023
Q4 | $474K | Sell |
3,452
-353
| -9% | -$48.5K | 0.57% | 54 |
|
|
2023
Q3 | $412K | Buy |
+3,805
| New | +$412K | 0.56% | 62 |
|
|
2023
Q2 | – | Sell |
-4,235
| Closed | -$665K | – | 157 |
|
|
2023
Q1 | $665K | Buy |
+4,235
| New | +$665K | 0.88% | 35 |
|