WealthPlan Investment Management’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,277
| Closed | -$308K | – | 281 |
|
|
2024
Q4 | $308K | Buy |
2,277
+156
| +7% | +$21.1K | 0.03% | 216 |
|
|
2024
Q3 | $331K | Buy |
2,121
+217
| +11% | +$33.8K | 0.03% | 193 |
|
|
2024
Q2 | $282K | Hold |
1,904
| – | – | 0.04% | 156 |
|
|
2024
Q1 | $337K | Sell |
1,904
-439
| -19% | -$77.8K | 0.05% | 148 |
|
|
2023
Q4 | $334K | Buy |
2,343
+230
| +11% | +$32.8K | 0.05% | 146 |
|
|
2023
Q3 | $234K | Sell |
2,113
-13,341
| -86% | -$1.47M | 0.04% | 158 |
|
|
2023
Q2 | $2.04M | Sell |
15,454
-39,607
| -72% | -$5.22M | 0.61% | 57 |
|
|
2023
Q1 | $9.12M | Sell |
55,061
-46,923
| -46% | -$7.77M | 1.57% | 22 |
|
|
2022
Q4 | $17.7M | Buy |
101,984
+932
| +0.9% | +$162K | 1.24% | 22 |
|
|
2022
Q3 | $15.5M | Buy |
+101,052
| New | +$15.5M | 1.13% | 28 |
|
|
2022
Q1 | $16.6M | Buy |
+72,668
| New | +$16.6M | 1.15% | 22 |
|