EWA
EverSource Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Buy |
4,895
+164
| +3% | +$116K | 0.16% | 121 |
|
|
2025
Q1 | $2.58M | Sell |
4,731
-220
| -4% | -$120K | 0.14% | 129 |
|
|
2024
Q4 | $2.84M | Buy |
4,951
+119
| +2% | +$68.1K | 0.16% | 117 |
|
|
2024
Q3 | $2.39M | Sell |
4,832
-104
| -2% | -$51.5K | 0.15% | 124 |
|
|
2024
Q2 | $2.51M | Buy |
4,936
+517
| +12% | +$263K | 0.17% | 115 |
|
|
2024
Q1 | $1.89M | Buy |
4,419
+74
| +2% | +$31.6K | 0.15% | 120 |
|
|
2023
Q4 | $1.68M | Sell |
4,345
-1,730
| -28% | -$668K | 0.15% | 124 |
|
|
2023
Q3 | $1.97M | Sell |
6,075
-2,083
| -26% | -$674K | 0.21% | 105 |
|
|
2023
Q2 | $2.63M | Sell |
8,158
-986
| -11% | -$318K | 0.29% | 83 |
|
|
2023
Q1 | $2.99M | Buy |
9,144
+351
| +4% | +$115K | 0.37% | 69 |
|
|
2022
Q4 | $3.02M | Buy |
8,793
+3,865
| +78% | +$1.33M | 0.46% | 56 |
|
|
2022
Q3 | $1.44M | Buy |
4,928
+4,470
| +976% | +$1.31M | 0.33% | 57 |
|
|
2022
Q2 | $136K | Buy |
458
+93
| +25% | +$27.6K | 0.04% | 312 |
|
|
2022
Q1 | $121K | Buy |
365
+44
| +14% | +$14.6K | 0.03% | 305 |
|
|
2021
Q4 | $123K | Buy |
+321
| New | +$123K | 0.03% | 280 |
|