SWM
SilverOak Wealth Management’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
10,572
+5,040
| +91% | +$497K | 0.2% | 46 |
|
|
2025
Q1 | $577K | Sell |
5,532
-40
| -0.7% | -$4.17K | 0.12% | 56 |
|
|
2024
Q4 | $753K | Buy |
5,572
+3,844
| +222% | +$520K | 0.16% | 48 |
|
|
2024
Q3 | $269K | Buy |
1,728
+80
| +5% | +$12.5K | 0.06% | 80 |
|
|
2024
Q2 | $244K | Buy |
1,648
+274
| +20% | +$40.6K | 0.06% | 81 |
|
|
2024
Q1 | $243K | Buy |
+1,374
| New | +$243K | 0.06% | 85 |
|