CWM
Cahaba Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
395
-100
| -20% | -$70.8K | 0.02% | 126 |
|
|
2025
Q1 | $271K | Buy |
495
+41
| +9% | +$22.4K | 0.02% | 122 |
|
|
2024
Q4 | $260K | Hold |
454
| – | – | 0.02% | 128 |
|
|
2024
Q3 | $225K | Sell |
454
-7
| -2% | -$3.47K | 0.02% | 135 |
|
|
2024
Q2 | $209K | Buy |
+461
| New | +$209K | 0.02% | 142 |
|
|
2023
Q1 | – | Sell |
-621
| Closed | -$213K | – | 147 |
|
|
2022
Q4 | $213K | Buy |
+621
| New | +$213K | 0.03% | 137 |
|
|
2022
Q2 | – | Sell |
-743
| Closed | -$226K | – | 137 |
|
|
2022
Q1 | $226K | Sell |
743
-25
| -3% | -$7.6K | 0.03% | 132 |
|
|
2021
Q4 | $294K | Sell |
768
-14
| -2% | -$5.36K | 0.04% | 119 |
|
|
2021
Q3 | $295K | Buy |
+782
| New | +$295K | 0.04% | 110 |
|