1WA
180 Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Sell |
5,063
-66
| -1% | -$46.7K | 0.5% | 45 |
|
|
2025
Q1 | $2.8M | Buy |
5,129
+2,114
| +70% | +$1.15M | 0.45% | 60 |
|
|
2024
Q4 | $1.73M | Buy |
3,015
+696
| +30% | +$398K | 0.27% | 90 |
|
|
2024
Q3 | $1.15M | Buy |
2,319
+191
| +9% | +$94.6K | 0.18% | 118 |
|
|
2024
Q2 | $1.02M | Buy |
2,128
+93
| +5% | +$44.6K | 0.17% | 122 |
|
|
2024
Q1 | $850K | Buy |
2,035
+19
| +0.9% | +$7.93K | 0.15% | 139 |
|
|
2023
Q4 | $783K | Sell |
2,016
-251
| -11% | -$97.5K | 0.16% | 132 |
|
|
2023
Q3 | $733K | Sell |
2,267
-1,740
| -43% | -$563K | 0.17% | 129 |
|
|
2023
Q2 | $1.31M | Buy |
4,007
+1,764
| +79% | +$576K | 0.29% | 91 |
|
|
2023
Q1 | $734K | Sell |
2,243
-58
| -3% | -$19K | 0.17% | 136 |
|
|
2022
Q4 | $817K | Sell |
2,301
-1,079
| -32% | -$383K | 0.19% | 119 |
|
|
2022
Q3 | $990K | Sell |
3,380
-105
| -3% | -$30.8K | 0.27% | 93 |
|
|
2022
Q2 | $1.04M | Buy |
3,485
+9
| +0.3% | +$2.69K | 0.27% | 95 |
|
|
2022
Q1 | $1.17M | Sell |
3,476
-594
| -15% | -$200K | 0.25% | 98 |
|
|
2021
Q4 | $1.4M | Buy |
4,070
+60
| +1% | +$20.6K | 0.31% | 89 |
|
|
2021
Q3 | $1.63M | Sell |
4,010
-152
| -4% | -$61.7K | 0.36% | 77 |
|
|
2021
Q2 | $1.7M | Buy |
4,162
+463
| +13% | +$189K | 0.39% | 71 |
|
|
2021
Q1 | $1.36M | Buy |
3,699
+995
| +37% | +$364K | 0.34% | 87 |
|
|
2020
Q4 | $796K | Buy |
2,704
+421
| +18% | +$124K | 0.23% | 110 |
|
|
2020
Q3 | $475K | Buy |
+2,283
| New | +$475K | 0.18% | 118 |
|