CWM
Compass Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-65
| Closed | -$35.5K | – | 251 |
|
|
2025
Q1 | $35.5K | Sell |
65
-20
| -24% | -$10.9K | 0.01% | 271 |
|
|
2024
Q4 | $48.7K | Hold |
85
| – | – | 0.01% | 245 |
|
|
2024
Q3 | $42.1K | Hold |
85
| – | – | 0.01% | 272 |
|
|
2024
Q2 | $38.4K | Hold |
85
| – | – | 0.01% | 277 |
|
|
2024
Q1 | $35.5K | Hold |
85
| – | – | 0.01% | 282 |
|
|
2023
Q4 | $32.8K | Hold |
85
| – | – | 0.01% | 279 |
|
|
2023
Q3 | $27.5K | Hold |
85
| – | – | 0.01% | 289 |
|
|
2023
Q2 | $27.4K | Sell |
85
-45
| -35% | -$14.5K | 0.01% | 297 |
|
|
2023
Q1 | $42.5K | Hold |
130
| – | – | 0.01% | 255 |
|
|
2022
Q4 | $44.6K | Buy |
+130
| New | +$44.6K | 0.01% | 246 |
|