Strategic Wealth Partners’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.27M | Buy |
+83,845
| New | +$8.27M | 0.65% | 52 |
|
|
2024
Q4 | $6.57M | Buy |
51,098
+46,814
| +1,093% | +$6.02M | 0.54% | 68 |
|
|
2024
Q3 | $668K | Sell |
4,284
-181
| -4% | -$28.2K | 0.06% | 175 |
|
|
2024
Q2 | $661K | Sell |
4,465
-1,415
| -24% | -$209K | 0.07% | 169 |
|
|
2024
Q1 | $1.04M | Sell |
5,880
-27,450
| -82% | -$4.86M | 0.11% | 132 |
|
|
2023
Q4 | $4.75M | Buy |
33,330
+16,111
| +94% | +$2.29M | 0.59% | 61 |
|
|
2023
Q3 | $1.9M | Buy |
17,219
+12,448
| +261% | +$1.38M | 0.25% | 104 |
|
|
2023
Q2 | $629K | Sell |
4,771
-903
| -16% | -$119K | 0.08% | 187 |
|
|
2023
Q1 | $940K | Sell |
5,674
-11,582
| -67% | -$1.92M | 0.14% | 135 |
|
|
2022
Q4 | $2.57M | Buy |
17,256
+2,672
| +18% | +$398K | 0.48% | 63 |
|
|
2022
Q3 | $2.16M | Sell |
14,584
-1,778
| -11% | -$264K | 0.46% | 71 |
|
|
2022
Q2 | $2.31M | Buy |
16,362
+6,133
| +60% | +$866K | 0.5% | 67 |
|
|
2022
Q1 | $2.17M | Buy |
10,229
+4,130
| +68% | +$877K | 0.42% | 85 |
|
|
2021
Q4 | $1.41M | Buy |
6,099
+766
| +14% | +$177K | 0.27% | 117 |
|
|
2021
Q3 | $1.22M | Buy |
5,333
+769
| +17% | +$176K | 0.36% | 82 |
|
|
2021
Q2 | $1.1M | Sell |
4,564
-2,934
| -39% | -$709K | 0.36% | 76 |
|
|
2021
Q1 | $1.49M | Sell |
7,498
-418
| -5% | -$82.8K | 0.59% | 44 |
|
|
2020
Q4 | $1.4M | Sell |
7,916
-111
| -1% | -$19.6K | 0.59% | 45 |
|
|
2020
Q3 | $1.26M | Sell |
8,027
-778
| -9% | -$123K | 0.64% | 43 |
|
|
2020
Q2 | $1.06M | Buy |
+8,805
| New | +$1.06M | 0.55% | 52 |
|
|
2019
Q4 | – | Sell |
-425
| Closed | -$45.4K | – | 464 |
|
|
2019
Q3 | $45.4K | Sell |
425
-100
| -19% | -$10.7K | 0.23% | 86 |
|
|
2019
Q2 | $45K | Buy |
+525
| New | +$45K | 0.02% | 239 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$8K | – | 697 |
|
|
2018
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 596 |
|
|
2018
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 607 |
|
|
2017
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 589 |
|