EWM
Empirical Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
3,105
+888
| +40% | +$629K | 0.05% | 222 |
|
|
2025
Q1 | $1.21M | Sell |
2,217
-278
| -11% | -$152K | 0.03% | 270 |
|
|
2024
Q4 | $1.43M | Buy |
2,495
+673
| +37% | +$385K | 0.04% | 234 |
|
|
2024
Q3 | $902K | Sell |
1,822
-14
| -0.8% | -$6.93K | 0.03% | 281 |
|
|
2024
Q2 | $831K | Buy |
1,836
+650
| +55% | +$294K | 0.02% | 275 |
|
|
2024
Q1 | $495K | Sell |
1,186
-61
| -5% | -$25.5K | 0.01% | 345 |
|
|
2023
Q4 | $481K | Sell |
1,247
-425
| -25% | -$164K | 0.02% | 325 |
|
|
2023
Q3 | $541K | Buy |
1,672
+303
| +22% | +$98K | 0.02% | 293 |
|
|
2023
Q2 | $442K | Buy |
+1,369
| New | +$442K | 0.02% | 329 |
|