BWAM
Boyd Watterson Asset Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Hold |
3,969
| – | – | 0.88% | 30 |
|
|
2025
Q1 | $2.17M | Hold |
3,969
| – | – | 0.69% | 43 |
|
|
2024
Q4 | $2.27M | Hold |
3,969
| – | – | 0.63% | 40 |
|
|
2024
Q3 | $1.97M | Buy |
3,969
+545
| +16% | +$270K | 0.54% | 45 |
|
|
2024
Q2 | $1.55M | Hold |
3,424
| – | – | 0.44% | 50 |
|
|
2024
Q1 | $1.43M | Buy |
3,424
+300
| +10% | +$125K | 0.51% | 51 |
|
|
2023
Q4 | $1.21M | Hold |
3,124
| – | – | 0.48% | 52 |
|
|
2023
Q3 | $1.01M | Buy |
3,124
+900
| +40% | +$291K | 0.44% | 54 |
|
|
2023
Q2 | $717K | Sell |
2,224
-1,668
| -43% | -$538K | 0.29% | 72 |
|
|
2023
Q1 | $1.27M | Buy |
3,892
+525
| +16% | +$172K | 0.52% | 53 |
|
|
2022
Q4 | $1.16M | Buy |
3,367
+168
| +5% | +$57.7K | 0.48% | 54 |
|
|
2022
Q3 | $937K | Sell |
3,199
-9
| -0.3% | -$2.64K | 0.43% | 58 |
|
|
2022
Q2 | $953K | Sell |
3,208
-7
| -0.2% | -$2.08K | 0.41% | 63 |
|
|
2022
Q1 | $1.06M | Sell |
3,215
-245
| -7% | -$80.9K | 0.39% | 71 |
|
|
2021
Q4 | $1.32M | Sell |
3,460
-6
| -0.2% | -$2.3K | 0.44% | 61 |
|
|
2021
Q3 | $1.31M | Sell |
3,466
-271
| -7% | -$102K | 0.48% | 60 |
|
|
2021
Q2 | $1.42M | Buy |
3,737
+48
| +1% | +$18.2K | 0.57% | 56 |
|
|
2021
Q1 | $1.21M | Buy |
3,689
+1,626
| +79% | +$532K | 0.53% | 58 |
|
|
2020
Q4 | $544K | Buy |
2,063
+1,000
| +94% | +$264K | 0.26% | 97 |
|
|
2020
Q3 | $214K | Buy |
+1,063
| New | +$214K | 0.12% | 118 |
|