Accel Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Buy |
700
+1
| +0.1% | +$708 | 0.17% | 138 |
|
|
2025
Q1 | $382K | Buy |
699
+10
| +1% | +$5.46K | 0.14% | 151 |
|
|
2024
Q4 | $395K | Buy |
689
+46
| +7% | +$26.3K | 0.15% | 152 |
|
|
2024
Q3 | $318K | Sell |
643
-239
| -27% | -$118K | 0.12% | 181 |
|
|
2024
Q2 | $399K | Buy |
+882
| New | +$399K | 0.16% | 137 |
|
|
2023
Q2 | – | Sell |
-59
| Closed | -$19.2K | – | 448 |
|
|
2023
Q1 | $19.2K | Buy |
59
+1
| +2% | +$326 | 0.01% | 729 |
|
|
2022
Q4 | $20K | Hold |
58
| – | – | 0.01% | 547 |
|
|
2022
Q3 | $18K | Hold |
58
| – | – | 0.01% | 588 |
|
|
2022
Q2 | $17K | Buy |
58
+7
| +14% | +$2.05K | 0.01% | 592 |
|
|
2022
Q1 | $17K | Hold |
51
| – | – | 0.01% | 591 |
|
|
2021
Q4 | $19K | Hold |
51
| – | – | 0.01% | 583 |
|
|
2021
Q3 | $19K | Buy |
51
+1
| +2% | +$373 | 0.01% | 511 |
|
|
2021
Q2 | $19K | Hold |
50
| – | – | 0.01% | 558 |
|
|
2021
Q1 | $16K | Buy |
+50
| New | +$16K | 0.01% | 558 |
|