EWA
Evolution Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $922K | Sell |
1,303
-35
| -3% | -$24.8K | 0.14% | 78 |
|
|
2025
Q1 | $731K | Sell |
1,338
-35
| -3% | -$19.1K | 0.12% | 76 |
|
|
2024
Q4 | $786K | Buy |
1,373
+875
| +176% | +$501K | 0.13% | 70 |
|
|
2024
Q3 | $247K | Sell |
498
-250
| -33% | -$124K | 0.04% | 114 |
|
|
2024
Q2 | $338K | Sell |
748
-17
| -2% | -$7.68K | 0.07% | 97 |
|
|
2024
Q1 | $320K | Buy |
+765
| New | +$320K | 0.06% | 97 |
|
|
2023
Q2 | – | Sell |
-765
| Closed | -$250K | – | 119 |
|
|
2023
Q1 | $250K | Buy |
765
+38
| +5% | +$12.4K | 0.06% | 102 |
|
|
2022
Q4 | $250K | Buy |
+727
| New | +$250K | 0.06% | 106 |
|
|
2022
Q3 | – | Sell |
-688
| Closed | -$205K | – | 115 |
|
|
2022
Q2 | $205K | Hold |
688
| – | – | 0.05% | 102 |
|
|
2022
Q1 | $227K | Hold |
688
| – | – | 0.05% | 104 |
|
|
2021
Q4 | $263 | Hold |
688
| – | – | 0.04% | 105 |
|
|
2021
Q3 | $260K | Hold |
688
| – | – | 0.06% | 89 |
|
|
2021
Q2 | $261K | Hold |
688
| – | – | 0.05% | 95 |
|
|
2021
Q1 | $225K | Buy |
688
+400
| +139% | +$131K | 0.05% | 101 |
|
|
2020
Q4 | $76K | Sell |
288
-210
| -42% | -$55.4K | 0.02% | 152 |
|
|
2020
Q3 | $100K | Buy |
498
+460
| +1,211% | +$92.4K | 0.03% | 140 |
|
|
2020
Q2 | $8K | Sell |
38
-13,259
| -100% | -$2.79M | ﹤0.01% | 315 |
|
|
2020
Q1 | $2.06M | Buy |
13,297
+12,838
| +2,797% | +$1.99M | 0.83% | 31 |
|
|
2019
Q4 | $106K | Buy |
459
+404
| +735% | +$93.3K | 0.03% | 104 |
|
|
2019
Q3 | $11K | Sell |
55
-394
| -88% | -$78.8K | 0.01% | 156 |
|
|
2019
Q2 | $92K | Buy |
449
+49
| +12% | +$10K | 0.04% | 67 |
|
|
2019
Q1 | $77K | Hold |
400
| – | – | 0.04% | 72 |
|
|
2018
Q4 | $67K | Buy |
+400
| New | +$67K | 0.03% | 88 |
|