Pinnacle Wealth Planning Services’s Target TGT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$310K Sell
3,139
-1,916
-38% -$189K 0.04% 288
2025
Q1
$528K Buy
5,055
+54
+1% +$5.64K 0.08% 159
2024
Q4
$676K Buy
5,001
+889
+22% +$120K 0.1% 117
2024
Q3
$641K Buy
4,112
+124
+3% +$19.3K 0.09% 152
2024
Q2
$590K Sell
3,988
-41
-1% -$6.07K 0.08% 155
2024
Q1
$714K Buy
4,029
+28
+0.7% +$4.96K 0.1% 127
2023
Q4
$570K Sell
4,001
-5,289
-57% -$753K 0.09% 155
2023
Q3
$1.03M Buy
9,290
+4
+0% +$442 0.17% 83
2023
Q2
$1.22M Sell
9,286
-355
-4% -$46.8K 0.2% 75
2023
Q1
$1.6M Buy
9,641
+468
+5% +$77.5K 0.27% 56
2022
Q4
$1.37M Sell
9,173
-647
-7% -$96.4K 0.24% 63
2022
Q3
$1.46M Buy
9,820
+793
+9% +$118K 0.27% 61
2022
Q2
$1.28M Buy
9,027
+6,533
+262% +$923K 0.23% 68
2022
Q1
$529K Sell
2,494
-82
-3% -$17.4K 0.1% 160
2021
Q4
$596K Buy
2,576
+198
+8% +$45.8K 0.12% 133
2021
Q3
$544K Buy
2,378
+149
+7% +$34.1K 0.12% 128
2021
Q2
$539K Buy
2,229
+85
+4% +$20.6K 0.13% 120
2021
Q1
$425K Buy
2,144
+9
+0.4% +$1.78K 0.11% 152
2020
Q4
$377K Sell
2,135
-215
-9% -$38K 0.09% 147
2020
Q3
$370K Buy
2,350
+46
+2% +$7.24K 0.12% 130
2020
Q2
$276K Sell
2,304
-150
-6% -$18K 0.09% 169
2020
Q1
$227K Buy
2,454
+285
+13% +$26.4K 0.11% 168
2019
Q4
$278K Buy
+2,169
New +$278K 0.13% 162