AWM
Avior Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.94M | Sell |
8,396
-181
| -2% | -$128K | 0.21% | 87 |
|
|
2025
Q1 | $4.69M | Sell |
8,577
-1,157
| -12% | -$632K | 0.18% | 93 |
|
|
2024
Q4 | $5.57M | Sell |
9,734
-2,129
| -18% | -$1.22M | 0.2% | 88 |
|
|
2024
Q3 | $5.87M | Buy |
11,863
+459
| +4% | +$227K | 0.23% | 82 |
|
|
2024
Q2 | $5.16M | Sell |
11,404
-814
| -7% | -$368K | 0.22% | 83 |
|
|
2024
Q1 | $5.1M | Buy |
12,218
+1,315
| +12% | +$549K | 0.24% | 79 |
|
|
2023
Q4 | $4.21M | Buy |
10,903
+1
| +0% | +$386 | 0.25% | 75 |
|
|
2023
Q3 | $3.53M | Buy |
10,902
+23
| +0.2% | +$7.44K | 0.24% | 80 |
|
|
2023
Q2 | $3.51M | Buy |
10,879
+558
| +5% | +$180K | 0.23% | 82 |
|
|
2023
Q1 | $3.38M | Buy |
10,321
+447
| +5% | +$146K | 0.23% | 86 |
|
|
2022
Q4 | $3.39M | Sell |
9,874
-39
| -0.4% | -$13.4K | 0.26% | 82 |
|
|
2022
Q3 | $2.91M | Buy |
9,913
+182
| +2% | +$53.3K | 0.24% | 80 |
|
|
2022
Q2 | $2.89M | Sell |
9,731
-274
| -3% | -$81.4K | 0.29% | 72 |
|
|
2022
Q1 | $3.3M | Buy |
10,005
+260
| +3% | +$85.8K | 0.28% | 75 |
|
|
2021
Q4 | $3.73M | Buy |
9,745
+383
| +4% | +$146K | 0.31% | 70 |
|
|
2021
Q3 | $3.54M | Sell |
9,362
-294
| -3% | -$111K | 0.29% | 69 |
|
|
2021
Q2 | $3.66M | Sell |
9,656
-108
| -1% | -$41K | 0.37% | 61 |
|
|
2021
Q1 | $3.19M | Sell |
9,764
-67
| -0.7% | -$21.9K | 0.34% | 65 |
|
|
2020
Q4 | $2.59M | Buy |
9,831
+663
| +7% | +$175K | 0.32% | 75 |
|
|
2020
Q3 | $1.84M | Buy |
9,168
+987
| +12% | +$198K | 0.26% | 90 |
|
|
2020
Q2 | $1.62M | Buy |
8,181
+145
| +2% | +$28.6K | 0.25% | 95 |
|
|
2020
Q1 | $1.24M | Buy |
8,036
+303
| +4% | +$46.8K | 0.24% | 107 |
|
|
2019
Q4 | $1.78M | Buy |
7,733
+295
| +4% | +$67.8K | 0.29% | 92 |
|
|
2019
Q3 | $1.54M | Sell |
7,438
-235
| -3% | -$48.7K | 0.27% | 96 |
|
|
2019
Q2 | $1.57M | Buy |
7,673
+525
| +7% | +$107K | 0.28% | 91 |
|
|
2019
Q1 | $1.4M | Buy |
7,148
+318
| +5% | +$62.3K | 0.3% | 86 |
|
|
2018
Q4 | $1.18M | Sell |
6,830
-728
| -10% | -$126K | 0.28% | 90 |
|
|
2018
Q3 | $1.7M | Buy |
7,558
+67
| +0.9% | +$15.1K | 0.36% | 73 |
|
|
2018
Q2 | $1.66M | Sell |
7,491
-207
| -3% | -$46K | 0.37% | 72 |
|
|
2018
Q1 | $1.93M | Sell |
7,698
-227
| -3% | -$56.9K | 0.45% | 59 |
|
|
2017
Q4 | $2.01M | Sell |
7,925
-103
| -1% | -$26.1K | 0.45% | 60 |
|
|
2017
Q3 | $1.86M | Buy |
8,028
+73
| +0.9% | +$16.9K | 0.61% | 50 |
|
|
2017
Q2 | $1.73M | Sell |
7,955
-276
| -3% | -$60.1K | 0.71% | 39 |
|
|
2017
Q1 | $1.85M | Buy |
8,231
+541
| +7% | +$122K | 0.62% | 47 |
|
|
2016
Q4 | $1.78M | Sell |
7,690
-171
| -2% | -$39.6K | 0.67% | 37 |
|
|
2016
Q3 | $1.28M | Buy |
7,861
+848
| +12% | +$138K | 0.5% | 70 |
|
|
2016
Q2 | $1.04M | Buy |
7,013
+371
| +6% | +$54.8K | 0.44% | 82 |
|
|
2016
Q1 | $1.04M | Buy |
6,642
+751
| +13% | +$118K | 0.46% | 80 |
|
|
2015
Q4 | $1.06M | Buy |
5,891
+210
| +4% | +$37.9K | 0.58% | 57 |
|
|
2015
Q3 | $989K | Buy |
5,681
+5,035
| +779% | +$877K | 0.58% | 49 |
|
|
2015
Q2 | $133K | Sell |
646
-115
| -15% | -$23.7K | 0.1% | 82 |
|
|
2015
Q1 | $143K | Buy |
761
+100
| +15% | +$18.8K | 0.11% | 78 |
|
|
2014
Q4 | $128K | Hold |
661
| – | – | 0.1% | 82 |
|
|
2014
Q3 | $121K | Hold |
661
| – | – | 0.1% | 82 |
|
|
2014
Q2 | $111K | Sell |
661
-349
| -35% | -$58.6K | 0.09% | 85 |
|
|
2014
Q1 | $165K | Hold |
1,010
| – | – | 0.14% | 62 |
|
|
2013
Q4 | $179K | Buy |
+1,010
| New | +$179K | 0.17% | 58 |
|