WCWM
Willow Creek Wealth Management’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,742
| Closed | -$235K | – | 160 |
|
|
2024
Q4 | $235K | Buy |
1,742
+75
| +4% | +$10.1K | 0.02% | 143 |
|
|
2024
Q3 | $260K | Buy |
1,667
+19
| +1% | +$2.96K | 0.03% | 138 |
|
|
2024
Q2 | $244K | Sell |
1,648
-1
| -0.1% | -$148 | 0.03% | 139 |
|
|
2024
Q1 | $292K | Sell |
1,649
-53
| -3% | -$9.39K | 0.03% | 123 |
|
|
2023
Q4 | $242K | Buy |
+1,702
| New | +$242K | 0.03% | 126 |
|
|
2023
Q3 | – | Sell |
-1,655
| Closed | -$218K | – | 143 |
|
|
2023
Q2 | $218K | Buy |
1,655
+8
| +0.5% | +$1.06K | 0.03% | 136 |
|
|
2023
Q1 | $273K | Hold |
1,647
| – | – | 0.04% | 112 |
|
|
2022
Q4 | $245K | Hold |
1,647
| – | – | 0.04% | 112 |
|
|
2022
Q3 | $244K | Buy |
+1,647
| New | +$244K | 0.05% | 104 |
|