BBWA
Bell & Brown Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Sell |
14,294
-133
| -0.9% | -$94.2K | 3.62% | 5 |
|
|
2025
Q1 | $7.88M | Sell |
14,427
-13
| -0.1% | -$7.1K | 3.07% | 8 |
|
|
2024
Q4 | $8.27M | Buy |
14,440
+63
| +0.4% | +$36.1K | 3.08% | 7 |
|
|
2024
Q3 | $7.12M | Buy |
14,377
+53
| +0.4% | +$26.2K | 2.78% | 10 |
|
|
2024
Q2 | $6.48M | Buy |
14,324
+491
| +4% | +$222K | 2.48% | 12 |
|
|
2024
Q1 | $5.78M | Sell |
13,833
-206
| -1% | -$86K | 2.47% | 16 |
|
|
2023
Q4 | $5.42M | Buy |
+14,039
| New | +$5.42M | 2.51% | 13 |
|
|
2023
Q2 | $4.41M | Buy |
13,669
+439
| +3% | +$142K | 2.21% | 16 |
|
|
2023
Q1 | $4.33M | Sell |
13,230
-105
| -0.8% | -$34.3K | 2.31% | 13 |
|
|
2022
Q4 | $4.58M | Buy |
13,335
+248
| +2% | +$85.2K | 2.52% | 11 |
|
|
2022
Q3 | $3.84M | Sell |
13,087
-46
| -0.4% | -$13.5K | 2.37% | 11 |
|
|
2022
Q2 | $3.9M | Buy |
13,133
+22
| +0.2% | +$6.53K | 2.09% | 16 |
|
|
2022
Q1 | $4.33M | Buy |
13,111
+52
| +0.4% | +$17.2K | 1.96% | 21 |
|
|
2021
Q4 | $4.9M | Buy |
13,059
+1,944
| +17% | +$729K | 2.36% | 16 |
|
|
2021
Q3 | $4.2M | Buy |
+11,115
| New | +$4.2M | 2.27% | 18 |
|
|
2020
Q3 | $2.21M | Buy |
10,773
+423
| +4% | +$86.6K | 1.6% | 23 |
|
|
2020
Q2 | $2.12M | Buy |
10,350
+370
| +4% | +$75.6K | 1.65% | 24 |
|
|
2020
Q1 | $1.82M | Buy |
9,980
+374
| +4% | +$68.3K | 1.69% | 23 |
|
|
2019
Q4 | $2.37M | Sell |
9,606
-92
| -0.9% | -$22.7K | 1.76% | 21 |
|
|
2019
Q3 | $1.97M | Buy |
9,698
+141
| +1% | +$28.7K | 1.62% | 24 |
|
|
2019
Q2 | $1.96M | Buy |
9,557
+371
| +4% | +$75.9K | 1.72% | 25 |
|
|
2019
Q1 | $1.76M | Buy |
9,186
+940
| +11% | +$181K | 1.61% | 27 |
|
|
2018
Q4 | $1.38M | Buy |
8,246
+323
| +4% | +$53.9K | 1.47% | 28 |
|
|
2018
Q3 | $1.79M | Buy |
7,923
+1,100
| +16% | +$248K | 1.66% | 23 |
|
|
2018
Q2 | $1.51M | Buy |
6,823
+373
| +6% | +$82.3K | 1.49% | 26 |
|
|
2018
Q1 | $1.52M | Sell |
6,450
-112
| -2% | -$26.4K | 1.6% | 21 |
|
|
2017
Q4 | $1.67M | Buy |
+6,562
| New | +$1.67M | 1.73% | 18 |
|