APWA
Atlas Private Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
635
+30
| +5% | +$21.3K | 0.06% | 123 |
|
|
2025
Q1 | $331K | Buy |
605
+36
| +6% | +$19.7K | 0.05% | 136 |
|
|
2024
Q4 | $327K | Buy |
569
+2
| +0.4% | +$1.15K | 0.05% | 125 |
|
|
2024
Q3 | $281K | Buy |
567
+3
| +0.5% | +$1.49K | 0.04% | 130 |
|
|
2024
Q2 | $255K | Buy |
+564
| New | +$255K | 0.04% | 134 |
|
|
2024
Q1 | – | Sell |
-559
| Closed | -$216K | – | 129 |
|
|
2023
Q4 | $216K | Sell |
559
-5,622
| -91% | -$2.17M | 0.04% | 148 |
|
|
2023
Q3 | $2M | Sell |
6,181
-51
| -0.8% | -$16.5K | 0.38% | 45 |
|
|
2023
Q2 | $2.01M | Buy |
6,232
+3,109
| +100% | +$1M | 0.41% | 44 |
|
|
2023
Q1 | $1.02M | Sell |
3,123
-19
| -0.6% | -$6.22K | 0.47% | 36 |
|
|
2022
Q4 | $1.08M | Sell |
3,142
-118
| -4% | -$40.5K | 0.57% | 34 |
|
|
2022
Q3 | $955K | Sell |
3,260
-21
| -0.6% | -$6.15K | 0.57% | 36 |
|
|
2022
Q2 | $974K | Buy |
3,281
+1,413
| +76% | +$419K | 0.58% | 37 |
|
|
2022
Q1 | $617K | Buy |
1,868
+33
| +2% | +$10.9K | 0.27% | 80 |
|
|
2021
Q4 | $702K | Sell |
1,835
-4
| -0.2% | -$1.53K | 0.32% | 71 |
|
|
2021
Q3 | $695K | Sell |
1,839
-19
| -1% | -$7.18K | 0.36% | 59 |
|
|
2021
Q2 | $705K | Sell |
1,858
-21
| -1% | -$7.97K | 0.38% | 60 |
|
|
2021
Q1 | $614K | Buy |
1,879
+5
| +0.3% | +$1.63K | 0.34% | 66 |
|
|
2020
Q4 | $494K | Sell |
1,874
-51
| -3% | -$13.4K | 0.33% | 69 |
|
|
2020
Q3 | $387K | Sell |
1,925
-201
| -9% | -$40.4K | 0.32% | 69 |
|
|
2020
Q2 | $420K | Buy |
+2,126
| New | +$420K | 0.37% | 65 |
|