CWM
Congress Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
17,305
-38,601
| -69% | -$27.3M | 0.12% | 207 |
|
|
2025
Q1 | $30.6M | Buy |
55,906
+2,707
| +5% | +$1.48M | 0.37% | 60 |
|
|
2024
Q4 | $30.5M | Sell |
53,199
-14,329
| -21% | -$8.21M | 0.42% | 54 |
|
|
2024
Q3 | $33.4M | Sell |
67,528
-491,389
| -88% | -$243M | 0.45% | 53 |
|
|
2024
Q2 | $253M | Sell |
558,917
-93,463
| -14% | -$42.3M | 4.02% | 1 |
|
|
2024
Q1 | $272M | Sell |
652,380
-930
| -0.1% | -$388K | 4.71% | 1 |
|
|
2023
Q4 | $252M | Sell |
653,310
-12
| -0% | -$4.63K | 4.63% | 1 |
|
|
2023
Q3 | $211M | Buy |
653,322
+650,918
| +27,076% | +$211M | 4.37% | 1 |
|
|
2023
Q2 | $775K | Sell |
2,404
-186
| -7% | -$60K | 0.02% | 364 |
|
|
2023
Q1 | $847K | Buy |
2,590
+185
| +8% | +$60.5K | 0.02% | 363 |
|
|
2022
Q4 | $826K | Buy |
2,405
+2
| +0.1% | +$687 | 0.02% | 353 |
|
|
2022
Q3 | $705K | Sell |
2,403
-202
| -8% | -$59.3K | 0.02% | 366 |
|
|
2022
Q2 | $773K | Buy |
2,605
+178
| +7% | +$52.8K | 0.02% | 365 |
|
|
2022
Q1 | $802K | Buy |
2,427
+1,080
| +80% | +$357K | 0.02% | 387 |
|
|
2021
Q4 | $515K | Buy |
+1,347
| New | +$515K | 0.01% | 457 |
|