DWM
Drive Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Buy |
941
+43
| +5% | +$30.4K | 0.15% | 125 |
|
|
2025
Q1 | $491K | Sell |
898
-23
| -2% | -$12.6K | 0.12% | 139 |
|
|
2024
Q4 | $527K | Buy |
921
+24
| +3% | +$13.7K | 0.13% | 126 |
|
|
2024
Q3 | $444K | Buy |
897
+34
| +4% | +$16.8K | 0.12% | 149 |
|
|
2024
Q2 | $390K | Buy |
863
+33
| +4% | +$14.9K | 0.11% | 163 |
|
|
2024
Q1 | $347K | Buy |
830
+11
| +1% | +$4.6K | 0.1% | 180 |
|
|
2023
Q4 | $316K | Buy |
819
+103
| +14% | +$39.8K | 0.1% | 190 |
|
|
2023
Q3 | $232K | Buy |
716
+32
| +5% | +$10.4K | 0.08% | 215 |
|
|
2023
Q2 | $221K | Sell |
684
-17
| -2% | -$5.49K | 0.08% | 231 |
|
|
2023
Q1 | $229K | Buy |
701
+88
| +14% | +$28.8K | 0.1% | 225 |
|
|
2022
Q4 | $210K | Buy |
+613
| New | +$210K | 0.11% | 210 |
|