AWS
AJ Wealth Strategies’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.52M | Sell |
4,728
-2,663
| -36% | -$859K | 0.07% | 106 |
|
|
2023
Q1 | $2.42M | Buy |
7,391
+4,071
| +123% | +$1.33M | 0.13% | 78 |
|
|
2022
Q4 | $1.14M | Buy |
3,320
+1,681
| +103% | +$577K | 0.06% | 122 |
|
|
2022
Q3 | $480K | Sell |
1,639
-4,093
| -71% | -$1.2M | 0.03% | 186 |
|
|
2022
Q2 | $1.7M | Sell |
5,732
-3,805
| -40% | -$1.13M | 0.09% | 97 |
|
|
2022
Q1 | $3.15M | Buy |
9,537
+8,123
| +574% | +$2.68M | 0.16% | 80 |
|
|
2021
Q4 | $541K | Buy |
1,414
+2
| +0.1% | +$765 | 0.03% | 197 |
|
|
2021
Q3 | $534K | Buy |
1,412
+186
| +15% | +$70.3K | 0.03% | 186 |
|
|
2021
Q2 | $465K | Sell |
1,226
-3,331
| -73% | -$1.26M | 0.03% | 189 |
|
|
2021
Q1 | $1.49M | Buy |
4,557
+1,695
| +59% | +$554K | 0.11% | 88 |
|
|
2020
Q4 | $755K | Buy |
2,862
+1
| +0% | +$264 | 0.07% | 119 |
|
|
2020
Q3 | $575K | Sell |
2,861
-2
| -0.1% | -$402 | 0.06% | 126 |
|
|
2020
Q2 | $566K | Buy |
2,863
+146
| +5% | +$28.9K | 0.06% | 120 |
|
|
2020
Q1 | $420K | Sell |
2,717
-489
| -15% | -$75.6K | 0.06% | 107 |
|
|
2019
Q4 | $735K | Sell |
3,206
-44
| -1% | -$10.1K | 0.09% | 66 |
|
|
2019
Q3 | $665K | Sell |
3,250
-1,255
| -28% | -$257K | 0.09% | 64 |
|
|
2019
Q2 | $898K | Sell |
4,505
-5,471
| -55% | -$1.09M | 0.13% | 52 |
|
|
2019
Q1 | $1.92M | Buy |
9,976
+102
| +1% | +$19.6K | 0.32% | 33 |
|
|
2018
Q4 | $1.65M | Sell |
9,874
-423
| -4% | -$70.6K | 0.32% | 35 |
|
|
2018
Q3 | $2.31M | Buy |
10,297
+79
| +0.8% | +$17.7K | 0.43% | 28 |
|
|
2018
Q2 | $2.26M | Buy |
10,218
+221
| +2% | +$48.9K | 0.47% | 24 |
|
|
2018
Q1 | $2.52M | Buy |
9,997
+8,297
| +488% | +$2.09M | 0.6% | 22 |
|
|
2017
Q4 | $433K | Sell |
1,700
-2,332
| -58% | -$594K | 0.11% | 66 |
|
|
2017
Q3 | $956K | Sell |
4,032
-6,408
| -61% | -$1.52M | 0.31% | 42 |
|
|
2017
Q2 | $2.32M | Sell |
10,440
-3,360
| -24% | -$746K | 0.88% | 17 |
|
|
2017
Q1 | $3.17M | Buy |
13,800
+5,780
| +72% | +$1.33M | 1.38% | 16 |
|
|
2016
Q4 | $1.92M | Buy |
+8,020
| New | +$1.92M | 0.99% | 20 |
|