EWA
Etesian Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
1,441
-27
| -2% | -$19.1K | 0.38% | 66 |
|
|
2025
Q1 | $802K | Hold |
1,468
| – | – | 0.35% | 73 |
|
|
2024
Q4 | $841K | Sell |
1,468
-40
| -3% | -$22.9K | 0.37% | 70 |
|
|
2024
Q3 | $747K | Sell |
1,508
-240
| -14% | -$119K | 0.34% | 81 |
|
|
2024
Q2 | $791K | Sell |
1,748
-41
| -2% | -$18.5K | 0.44% | 66 |
|
|
2024
Q1 | $747K | Sell |
1,789
-51
| -3% | -$21.3K | 0.43% | 73 |
|
|
2023
Q4 | $711K | Sell |
1,840
-11
| -0.6% | -$4.25K | 0.43% | 70 |
|
|
2023
Q3 | $599K | Sell |
1,851
-9
| -0.5% | -$2.91K | 0.4% | 75 |
|
|
2023
Q2 | $600K | Buy |
1,860
+35
| +2% | +$11.3K | 0.39% | 79 |
|
|
2023
Q1 | $597K | Hold |
1,825
| – | – | 0.4% | 76 |
|
|
2022
Q4 | $627K | Buy |
+1,825
| New | +$627K | 0.46% | 75 |
|