CWS
Cypress Wealth Services’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
1,730
+274
| +19% | +$194K | 0.22% | 84 |
|
|
2025
Q1 | $795K | Buy |
1,456
+209
| +17% | +$114K | 0.16% | 104 |
|
|
2024
Q4 | $714K | Buy |
1,247
+103
| +9% | +$59K | 0.14% | 116 |
|
|
2024
Q3 | $566K | Buy |
1,144
+40
| +4% | +$19.8K | 0.12% | 139 |
|
|
2024
Q2 | $499K | Buy |
1,104
+92
| +9% | +$41.6K | 0.11% | 140 |
|
|
2024
Q1 | $423K | Buy |
1,012
+6
| +0.6% | +$2.51K | 0.1% | 160 |
|
|
2023
Q4 | $388K | Buy |
1,006
+57
| +6% | +$22K | 0.1% | 167 |
|
|
2023
Q3 | $307K | Buy |
949
+28
| +3% | +$9.06K | 0.09% | 184 |
|
|
2023
Q2 | $301K | Buy |
921
+6
| +0.7% | +$1.96K | 0.08% | 186 |
|
|
2023
Q1 | $299K | Buy |
915
+70
| +8% | +$22.9K | 0.09% | 187 |
|
|
2022
Q4 | $290K | Buy |
845
+12
| +1% | +$4.12K | 0.09% | 187 |
|
|
2022
Q3 | $251K | Buy |
833
+6
| +0.7% | +$1.81K | 0.09% | 188 |
|
|
2022
Q2 | $246K | Sell |
827
-8
| -1% | -$2.38K | 0.08% | 191 |
|
|
2022
Q1 | $276K | Sell |
835
-8
| -0.9% | -$2.64K | 0.08% | 190 |
|
|
2021
Q4 | $322K | Buy |
843
+4
| +0.5% | +$1.53K | 0.09% | 166 |
|
|
2021
Q3 | $317K | Buy |
839
+4
| +0.5% | +$1.51K | 0.09% | 161 |
|
|
2021
Q2 | $317K | Sell |
835
-293
| -26% | -$111K | 0.09% | 190 |
|
|
2021
Q1 | $369K | Buy |
1,128
+20
| +2% | +$6.54K | 0.08% | 192 |
|
|
2020
Q4 | $292K | Buy |
+1,108
| New | +$292K | 0.07% | 211 |
|
|
2020
Q3 | – | Sell |
-1,277
| Closed | -$252K | – | 92 |
|
|
2020
Q2 | $252K | Buy |
+1,277
| New | +$252K | 0.06% | 224 |
|
|
2020
Q1 | – | Sell |
-954
| Closed | -$219K | – | 254 |
|
|
2019
Q4 | $219K | Buy |
+954
| New | +$219K | 0.06% | 230 |
|
|
2018
Q4 | – | Sell |
-1,039
| Closed | -$233K | – | 230 |
|
|
2018
Q3 | $233K | Buy |
1,039
+83
| +9% | +$18.6K | 0.08% | 193 |
|
|
2018
Q2 | $211K | Buy |
956
+19
| +2% | +$4.19K | 0.08% | 205 |
|
|
2018
Q1 | $236K | Hold |
937
| – | – | 0.1% | 166 |
|
|
2017
Q4 | $239K | Buy |
+937
| New | +$239K | 0.1% | 175 |
|