BWP
Balboa Wealth Partners’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Sell |
3,112
-116
| -4% | -$82.1K | 0.44% | 46 |
|
|
2025
Q1 | $1.76M | Buy |
3,228
+152
| +5% | +$83K | 0.43% | 44 |
|
|
2024
Q4 | $1.76M | Buy |
3,076
+1,452
| +89% | +$831K | 0.4% | 47 |
|
|
2024
Q3 | $804K | Buy |
1,624
+293
| +22% | +$145K | 0.2% | 95 |
|
|
2024
Q2 | $602K | Sell |
1,331
-127
| -9% | -$57.5K | 0.16% | 114 |
|
|
2024
Q1 | $609K | Buy |
1,458
+121
| +9% | +$50.5K | 0.18% | 105 |
|
|
2023
Q4 | $516K | Buy |
1,337
+229
| +21% | +$88.3K | 0.17% | 110 |
|
|
2023
Q3 | $358K | Sell |
1,108
-12
| -1% | -$3.88K | 0.13% | 129 |
|
|
2023
Q2 | $361K | Sell |
1,120
-517
| -32% | -$167K | 0.13% | 143 |
|
|
2023
Q1 | $535K | Buy |
1,637
+368
| +29% | +$120K | 0.2% | 103 |
|
|
2022
Q4 | $436K | Buy |
1,269
+1
| +0.1% | +$343 | 0.2% | 114 |
|
|
2022
Q3 | $372K | Buy |
+1,268
| New | +$372K | 0.16% | 115 |
|