WPW
Waldron Private Wealth’s Targa Resources TRGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Hold |
9,616
| – | – | 0.07% | 98 |
|
|
2025
Q1 | $1.93M | Sell |
9,616
-2,880
| -23% | -$577K | 0.09% | 85 |
|
|
2024
Q4 | $2.23M | Sell |
12,496
-22,988
| -65% | -$4.1M | 0.09% | 103 |
|
|
2024
Q3 | $5.25M | Buy |
35,484
+18,028
| +103% | +$2.67M | 0.22% | 63 |
|
|
2024
Q2 | $2.25M | Sell |
17,456
-4
| -0% | -$515 | 0.1% | 94 |
|
|
2024
Q1 | $1.96M | Sell |
17,460
-110
| -0.6% | -$12.3K | 0.09% | 100 |
|
|
2023
Q4 | $1.53M | Buy |
17,570
+11
| +0.1% | +$956 | 0.07% | 109 |
|
|
2023
Q3 | $1.51M | Buy |
17,559
+32
| +0.2% | +$2.74K | 0.08% | 112 |
|
|
2023
Q2 | $1.33M | Sell |
17,527
-431
| -2% | -$32.8K | 0.07% | 124 |
|
|
2023
Q1 | $1.31M | Sell |
17,958
-202
| -1% | -$14.7K | 0.06% | 139 |
|
|
2022
Q4 | $1.1M | Hold |
18,160
| – | – | 0.07% | 147 |
|
|
2022
Q3 | $1.1M | Sell |
18,160
-3,650
| -17% | -$220K | 0.07% | 147 |
|
|
2022
Q2 | $1.3M | Buy |
21,810
+234
| +1% | +$14K | 0.07% | 145 |
|
|
2022
Q1 | $1.63M | Hold |
21,576
| – | – | 0.08% | 130 |
|
|
2021
Q4 | $1.13M | Buy |
+21,576
| New | +$1.13M | 0.06% | 165 |
|
|
2017
Q2 | – | Sell |
-38,000
| Closed | -$2.28M | – | 202 |
|
|
2017
Q1 | $2.28M | Buy |
+38,000
| New | +$2.28M | 0.57% | 21 |
|