AWM

AllSquare Wealth Management’s Goldman Sachs GS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$621K	Buy	877 +50	+6%	+$35.4K	0.35%	50
2025 Q1	$452K	Hold	827	–	–	0.27%	57
2024 Q4	$474K	Hold	827	–	–	0.27%	58
2024 Q3	$409K	Buy	827 +100	+14%	+$49.5K	0.23%	62
2024 Q2	$329K	Hold	727	–	–	0.2%	73
2024 Q1	$304K	Hold	727	–	–	0.18%	79
2023 Q4	$280K	Hold	727	–	–	0.17%	82
2023 Q3	$235K	Sell	727 -1	-0.1%	-$324	0.15%	91
2023 Q2	$241K	Hold	728	–	–	0.16%	85
2023 Q1	$238K	Hold	728	–	–	0.15%	84
2022 Q4	$250K	Hold	728	–	–	0.17%	81
2022 Q3	$213K	Hold	728	–	–	0.15%	81
2022 Q2	$216K	Hold	728	–	–	0.15%	86
2022 Q1	$240K	Buy	728 +1	+0.1%	+$330	0.14%	87
2021 Q4	$278K	Hold	727	–	–	0.16%	77
2021 Q3	$275K	Hold	727	–	–	0.16%	79
2021 Q2	$276K	Hold	727	–	–	0.16%	83
2021 Q1	$238K	Hold	727	–	–	0.15%	85
2020 Q4	$192K	Hold	727	–	–	0.13%	88
2020 Q3	$146K	Hold	727	–	–	0.11%	99
2020 Q2	$144K	Hold	727	–	–	0.11%	98
2020 Q1	$112K	Hold	727	–	–	0.1%	103
2019 Q4	$167K	Hold	727	–	–	0.12%	94
2019 Q3	$151K	Hold	727	–	–	0.11%	98
2019 Q2	$149K	Hold	727	–	–	0.11%	95
2019 Q1	$140K	Hold	727	–	–	0.11%	99
2018 Q4	$121K	Hold	727	–	–	0.1%	97
2018 Q3	$163K	Hold	727	–	–	0.12%	92
2018 Q2	$160K	Buy	+727	New	+$160K	0.12%	93