Waldron Private Wealth’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $280K | Sell |
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|
2024
Q3 | $696K | Buy |
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|
2024
Q2 | $291K | Sell |
|
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|
2024
Q1 | $357K | Buy |
|
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|
2023
Q4 | $273K | Sell |
|
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|
2023
Q3 | $279K | Buy |
|
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|
2023
Q2 | $271K | Sell |
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|
2023
Q1 | $487K | Buy |
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|
2022
Q4 | $423K | Hold |
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|
2022
Q3 | $423K | Buy |
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|
2022
Q2 | $314K | Sell |
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|
2022
Q1 | $587K | Buy |
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|
2021
Q4 | $591K | Sell |
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|
2021
Q3 | $585K | Buy |
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|
2021
Q2 | $596K | Buy |
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|
2021
Q1 | $406K | Hold |
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|
2020
Q4 | $361K | Hold |
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|
2020
Q3 | $322K | Buy |
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|
2020
Q2 | $240K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $232K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $206K | Buy |
|
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|
2017
Q1 | – | Sell |
|
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|
2016
Q4 | $286K | Sell |
|
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|
2016
Q3 | $278K | Buy |
|
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|
2016
Q2 | $270K | Sell |
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|
2016
Q1 | $326K | Sell |
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|
2015
Q4 | $393K | Buy |
|
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|
2015
Q3 | $309K | Sell |
|
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|
2015
Q2 | $338K | Sell |
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|
2015
Q1 | $354K | Sell |
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|
2014
Q4 | $348K | Sell |
|
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|
2014
Q3 | $300K | Sell |
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|
2014
Q2 | $304K | Buy |
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|
2014
Q1 | $213K | Buy |
|