Carson Wealth (CWM LLC)’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Sell |
15,053
-10
| -0.1% | -$7.08K | 0.04% | 379 |
|
|
2025
Q1 | $8.23M | Buy |
15,063
+532
| +4% | +$291K | 0.03% | 393 |
|
|
2024
Q4 | $8.32M | Buy |
14,531
+61
| +0.4% | +$34.9K | 0.03% | 356 |
|
|
2024
Q3 | $7.16M | Sell |
14,470
-267
| -2% | -$132K | 0.03% | 368 |
|
|
2024
Q2 | $6.67M | Sell |
14,737
-4,019
| -21% | -$1.82M | 0.03% | 366 |
|
|
2024
Q1 | $7.83M | Sell |
18,756
-891
| -5% | -$372K | 0.04% | 334 |
|
|
2023
Q4 | $7.58M | Sell |
19,647
-962
| -5% | -$371K | 0.04% | 319 |
|
|
2023
Q3 | $6.67M | Buy |
20,609
+88
| +0.4% | +$28.5K | 0.04% | 312 |
|
|
2023
Q2 | $6.62M | Buy |
20,521
+713
| +4% | +$230K | 0.04% | 291 |
|
|
2023
Q1 | $6.48M | Buy |
19,808
+879
| +5% | +$288K | 0.04% | 276 |
|
|
2022
Q4 | $6.5M | Buy |
18,929
+1,585
| +9% | +$544K | 0.05% | 263 |
|
|
2022
Q3 | $5.08M | Buy |
17,344
+1,619
| +10% | +$474K | 0.04% | 278 |
|
|
2022
Q2 | $4.67M | Buy |
15,725
+354
| +2% | +$105K | 0.04% | 299 |
|
|
2022
Q1 | $5.07M | Buy |
15,371
+6,536
| +74% | +$2.16M | 0.04% | 297 |
|
|
2021
Q4 | $3.38M | Buy |
+8,835
| New | +$3.38M | 0.02% | 344 |
|
|
2021
Q2 | $3.12M | Hold |
8,216
| – | – | 0.02% | 343 |
|
|
2021
Q1 | $3.12M | Hold |
8,216
| – | – | 0.02% | 343 |
|
|
2020
Q4 | $3.12M | Hold |
8,216
| – | – | 0.02% | 343 |
|
|
2020
Q3 | $3.12M | Hold |
8,216
| – | – | 0.02% | 343 |
|
|
2020
Q2 | $3.12M | Hold |
8,216
| – | – | 0.02% | 343 |
|
|
2020
Q1 | $3.12M | Hold |
8,216
| – | – | 0.02% | 343 |
|
|
2019
Q4 | $3.12M | Hold |
8,216
| – | – | 0.02% | 343 |
|
|
2019
Q3 | $3.12M | Hold |
8,216
| – | – | 0.02% | 343 |
|
|
2019
Q2 | $3.12M | Hold |
8,216
| – | – | 0.02% | 343 |
|
|
2019
Q1 | $3.12M | Buy |
8,216
+7,680
| +1,433% | +$2.91M | 0.02% | 343 |
|
|
2018
Q4 | $90K | Buy |
536
+107
| +25% | +$18K | ﹤0.01% | 745 |
|
|
2018
Q3 | $96K | Buy |
429
+152
| +55% | +$34K | ﹤0.01% | 628 |
|
|
2018
Q2 | $61K | Sell |
277
-17
| -6% | -$3.74K | ﹤0.01% | 596 |
|
|
2018
Q1 | $74K | Buy |
294
+149
| +103% | +$37.5K | ﹤0.01% | 494 |
|
|
2017
Q4 | $37K | Buy |
145
+18
| +14% | +$4.59K | ﹤0.01% | 579 |
|
|
2017
Q3 | $30K | Sell |
127
-19
| -13% | -$4.49K | ﹤0.01% | 621 |
|
|
2017
Q2 | $32K | Sell |
146
-31
| -18% | -$6.8K | ﹤0.01% | 557 |
|
|
2017
Q1 | $41K | Sell |
177
-204
| -54% | -$47.3K | ﹤0.01% | 489 |
|
|
2016
Q4 | $91K | Buy |
381
+123
| +48% | +$29.4K | 0.01% | 361 |
|
|
2016
Q3 | $42K | Buy |
258
+250
| +3,125% | +$40.7K | ﹤0.01% | 435 |
|
|
2016
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 739 |
|
|
2016
Q1 | – | Sell |
-12
| Closed | -$2K | – | 776 |
|
|
2015
Q4 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 595 |
|
|
2014
Q1 | – | Sell |
-44
| Closed | -$8K | – | 266 |
|
|
2013
Q4 | $8K | Hold |
44
| – | – | ﹤0.01% | 430 |
|
|
2013
Q3 | $7K | Buy |
+44
| New | +$7K | ﹤0.01% | 350 |
|