AWM
Aries Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Hold |
644
| – | – | 0.12% | 146 |
|
|
2025
Q1 | $352K | Hold |
644
| – | – | 0.1% | 167 |
|
|
2024
Q4 | $369K | Hold |
644
| – | – | 0.1% | 165 |
|
|
2024
Q3 | $319K | Hold |
644
| – | – | 0.09% | 179 |
|
|
2024
Q2 | $291K | Hold |
644
| – | – | 0.09% | 160 |
|
|
2024
Q1 | $269K | Hold |
644
| – | – | 0.09% | 176 |
|
|
2023
Q4 | $248K | Hold |
644
| – | – | 0.09% | 169 |
|
|
2023
Q3 | $202K | Hold |
644
| – | – | 0.08% | 187 |
|
|
2023
Q2 | $208K | Hold |
644
| – | – | 0.08% | 189 |
|
|
2023
Q1 | $211K | Hold |
644
| – | – | 0.09% | 181 |
|
|
2022
Q4 | $221K | Hold |
644
| – | – | 0.1% | 173 |
|
|
2022
Q3 | $222K | Buy |
+644
| New | +$222K | 0.1% | 166 |
|
|
2022
Q1 | – | Sell |
-644
| Closed | -$246K | – | 130 |
|
|
2021
Q4 | $246K | Sell |
644
-46
| -7% | -$17.6K | 0.09% | 160 |
|
|
2021
Q3 | $261K | Hold |
690
| – | – | 0.11% | 150 |
|
|
2021
Q2 | $262K | Hold |
690
| – | – | 0.11% | 150 |
|
|
2021
Q1 | $231K | Buy |
+690
| New | +$231K | 0.1% | 154 |
|
|
2018
Q4 | – | Sell |
-1,250
| Closed | -$280K | – | 117 |
|
|
2018
Q3 | $280K | Buy |
+1,250
| New | +$280K | 0.25% | 95 |
|
|
2018
Q2 | – | Sell |
-800
| Closed | -$205K | – | 136 |
|
|
2018
Q1 | $205K | Hold |
800
| – | – | 0.2% | 117 |
|
|
2017
Q4 | $205K | Buy |
+800
| New | +$205K | 0.19% | 123 |
|