BOPW
Brandywine Oak Private Wealth’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Sell |
1,121
-14
| -1% | -$9.91K | 0.07% | 117 |
|
|
2025
Q1 | $620K | Sell |
1,135
-8
| -0.7% | -$4.37K | 0.06% | 130 |
|
|
2024
Q4 | $655K | Buy |
1,143
+96
| +9% | +$55K | 0.06% | 130 |
|
|
2024
Q3 | $518K | Buy |
1,047
+10
| +1% | +$4.95K | 0.05% | 147 |
|
|
2024
Q2 | $469K | Buy |
1,037
+25
| +2% | +$11.3K | 0.05% | 154 |
|
|
2024
Q1 | $423K | Sell |
1,012
-20
| -2% | -$8.35K | 0.04% | 159 |
|
|
2023
Q4 | $398K | Buy |
1,032
+19
| +2% | +$7.33K | 0.04% | 164 |
|
|
2023
Q3 | $328K | Buy |
1,013
+11
| +1% | +$3.56K | 0.04% | 177 |
|
|
2023
Q2 | $323K | Sell |
1,002
-172
| -15% | -$55.5K | 0.04% | 189 |
|
|
2023
Q1 | $384K | Sell |
1,174
-33
| -3% | -$10.8K | 0.04% | 177 |
|
|
2022
Q4 | $414K | Sell |
1,207
-170
| -12% | -$58.4K | 0.05% | 169 |
|
|
2022
Q3 | $403K | Sell |
1,377
-32
| -2% | -$9.37K | 0.05% | 178 |
|
|
2022
Q2 | $418K | Sell |
1,409
-48
| -3% | -$14.2K | 0.05% | 195 |
|
|
2022
Q1 | $431K | Buy |
1,457
+175
| +14% | +$51.8K | 0.05% | 208 |
|
|
2021
Q4 | $490K | Buy |
1,282
+110
| +9% | +$42K | 0.05% | 201 |
|
|
2021
Q3 | $443K | Buy |
1,172
+200
| +21% | +$75.6K | 0.05% | 206 |
|
|
2021
Q2 | $368K | Buy |
972
+230
| +31% | +$87.1K | 0.04% | 221 |
|
|
2021
Q1 | $242K | Buy |
+742
| New | +$242K | 0.04% | 242 |
|
|
2020
Q1 | – | Sell |
-1,021
| Closed | -$234K | – | 235 |
|
|
2019
Q4 | $234K | Sell |
1,021
-63
| -6% | -$14.4K | 0.04% | 220 |
|
|
2019
Q3 | $224K | Sell |
1,084
-20
| -2% | -$4.13K | 0.04% | 212 |
|
|
2019
Q2 | $225K | Hold |
1,104
| – | – | 0.05% | 202 |
|
|
2019
Q1 | $211K | Sell |
1,104
-232
| -17% | -$44.3K | 0.04% | 204 |
|
|
2018
Q4 | $223K | Buy |
+1,336
| New | +$223K | 0.05% | 187 |
|