AWM
Axxcess Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.35M | Buy |
13,218
+563
| +4% | +$398K | 0.22% | 86 |
|
|
2025
Q1 | $6.91M | Sell |
12,655
-983
| -7% | -$537K | 0.18% | 103 |
|
|
2024
Q4 | $7.81M | Buy |
13,638
+708
| +5% | +$405K | 0.19% | 92 |
|
|
2024
Q3 | $6.4M | Buy |
12,930
+3,543
| +38% | +$1.75M | 0.16% | 113 |
|
|
2024
Q2 | $4.25M | Sell |
9,387
-2,626
| -22% | -$1.19M | 0.11% | 151 |
|
|
2024
Q1 | $5.02M | Buy |
12,013
+2,442
| +26% | +$1.02M | 0.14% | 128 |
|
|
2023
Q4 | $3.69M | Buy |
9,571
+1,354
| +16% | +$522K | 0.11% | 155 |
|
|
2023
Q3 | $2.66M | Buy |
8,217
+5,397
| +191% | +$1.75M | 0.09% | 165 |
|
|
2023
Q2 | $909K | Sell |
2,820
-845
| -23% | -$273K | 0.07% | 249 |
|
|
2023
Q1 | $1.2M | Sell |
3,665
-173
| -5% | -$56.6K | 0.09% | 199 |
|
|
2022
Q4 | $1.32M | Buy |
3,838
+1,085
| +39% | +$373K | 0.11% | 180 |
|
|
2022
Q3 | $807K | Buy |
2,753
+757
| +38% | +$222K | 0.08% | 218 |
|
|
2022
Q2 | $593K | Sell |
1,996
-535
| -21% | -$159K | 0.05% | 267 |
|
|
2022
Q1 | $836K | Buy |
2,531
+558
| +28% | +$184K | 0.07% | 245 |
|
|
2021
Q4 | $755K | Buy |
+1,973
| New | +$755K | 0.06% | 271 |
|