Ulland Investment Advisors’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Hold |
175
| – | – | 0.01% | 157 |
|
|
2025
Q1 | $18K | Hold |
175
| – | – | 0.02% | 154 |
|
|
2024
Q4 | $24K | Hold |
175
| – | – | 0.02% | 147 |
|
|
2024
Q3 | $27K | Sell |
175
-500
| -74% | -$77.1K | 0.02% | 129 |
|
|
2024
Q2 | $100K | Hold |
675
| – | – | 0.07% | 86 |
|
|
2024
Q1 | $120K | Hold |
675
| – | – | 0.1% | 80 |
|
|
2023
Q4 | $96K | Sell |
675
-25
| -4% | -$3.56K | 0.1% | 82 |
|
|
2023
Q3 | $77K | Hold |
700
| – | – | 0.08% | 83 |
|
|
2023
Q2 | $92K | Sell |
700
-150
| -18% | -$19.7K | 0.09% | 82 |
|
|
2023
Q1 | $141K | Hold |
850
| – | – | 0.17% | 60 |
|
|
2022
Q4 | $127K | Buy |
850
+209
| +33% | +$31.2K | 0.15% | 64 |
|
|
2022
Q3 | $95K | Buy |
641
+136
| +27% | +$20.2K | 0.1% | 68 |
|
|
2022
Q2 | $71K | Hold |
505
| – | – | 0.07% | 82 |
|
|
2022
Q1 | $107K | Hold |
505
| – | – | 0.08% | 76 |
|
|
2021
Q4 | $117K | Buy |
+505
| New | +$117K | 0.07% | 76 |
|