Transform Wealth’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $218K | Sell |
2,088
-379
| -15% | -$39.6K | 0.01% | 235 |
|
|
2024
Q4 | $334K | Sell |
2,467
-131
| -5% | -$17.7K | 0.02% | 207 |
|
|
2024
Q3 | $405K | Buy |
2,598
+232
| +10% | +$36.2K | 0.03% | 163 |
|
|
2024
Q2 | $350K | Sell |
2,366
-329
| -12% | -$48.7K | 0.03% | 169 |
|
|
2024
Q1 | $478K | Sell |
2,695
-349
| -11% | -$61.9K | 0.05% | 153 |
|
|
2023
Q4 | $434K | Sell |
3,044
-302
| -9% | -$43K | 0.04% | 182 |
|
|
2023
Q3 | $370K | Sell |
3,346
-3,548
| -51% | -$392K | 0.04% | 190 |
|
|
2023
Q2 | $909K | Sell |
6,894
-45,410
| -87% | -$5.99M | 0.08% | 141 |
|
|
2023
Q1 | $8.66M | Buy |
52,304
+4,173
| +9% | +$691K | 0.82% | 39 |
|
|
2022
Q4 | $7.17M | Sell |
48,131
-1,823
| -4% | -$272K | 0.8% | 43 |
|
|
2022
Q3 | $7.41M | Sell |
49,954
-16,892
| -25% | -$2.51M | 0.96% | 33 |
|
|
2022
Q2 | $9.44M | Sell |
66,846
-1,700
| -2% | -$240K | 1.4% | 19 |
|
|
2022
Q1 | $14.5M | Buy |
68,546
+2,320
| +4% | +$492K | 1.63% | 12 |
|
|
2021
Q4 | $15.3M | Sell |
66,226
-220
| -0.3% | -$50.9K | 1.6% | 15 |
|
|
2021
Q3 | $15.2M | Sell |
66,446
-221
| -0.3% | -$50.6K | 1.74% | 8 |
|
|
2021
Q2 | $16.1M | Buy |
66,667
+27,101
| +68% | +$6.55M | 1.97% | 7 |
|
|
2021
Q1 | $7.84M | Buy |
39,566
+2,169
| +6% | +$430K | 1.57% | 11 |
|
|
2020
Q4 | $6.6M | Sell |
37,397
-45,171
| -55% | -$7.97M | 1.38% | 16 |
|
|
2020
Q3 | $13M | Buy |
82,568
+737
| +0.9% | +$116K | 2.1% | 8 |
|
|
2020
Q2 | $9.81M | Buy |
81,831
+25,123
| +44% | +$3.01M | 1.68% | 13 |
|
|
2020
Q1 | $5.27M | Buy |
56,708
+2,162
| +4% | +$201K | 1.12% | 25 |
|
|
2019
Q4 | $6.99M | Sell |
54,546
-184
| -0.3% | -$23.6K | 1.11% | 20 |
|
|
2019
Q3 | $5.85M | Sell |
54,730
-6,086
| -10% | -$651K | 1.04% | 22 |
|
|
2019
Q2 | $5.27M | Buy |
60,816
+11,376
| +23% | +$985K | 0.77% | 40 |
|
|
2019
Q1 | $3.97M | Sell |
49,440
-3,413
| -6% | -$274K | 0.74% | 55 |
|
|
2018
Q4 | $3.49M | Buy |
52,853
+3,247
| +7% | +$215K | 0.72% | 62 |
|
|
2018
Q3 | $4.38M | Buy |
49,606
+7,836
| +19% | +$691K | 0.76% | 53 |
|
|
2018
Q2 | $3.18M | Buy |
41,770
+4,234
| +11% | +$322K | 0.58% | 63 |
|
|
2018
Q1 | $2.61M | Buy |
37,536
+27,699
| +282% | +$1.92M | 0.5% | 73 |
|
|
2017
Q4 | $642K | Buy |
9,837
+452
| +5% | +$29.5K | 0.12% | 172 |
|
|
2017
Q3 | $554K | Buy |
+9,385
| New | +$554K | 0.19% | 142 |
|