FWM
Finer Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Sell |
807
-184
| -19% | -$130K | 0.31% | 52 |
|
|
2025
Q1 | $542K | Buy |
991
+2
| +0.2% | +$1.09K | 0.32% | 55 |
|
|
2024
Q4 | $566K | Sell |
989
-75
| -7% | -$43K | 0.32% | 55 |
|
|
2024
Q3 | $527K | Sell |
1,064
-1
| -0.1% | -$495 | 0.33% | 56 |
|
|
2024
Q2 | $482K | Sell |
1,065
-643
| -38% | -$291K | 0.31% | 55 |
|
|
2024
Q1 | $713K | Sell |
1,708
-361
| -17% | -$151K | 0.47% | 42 |
|
|
2023
Q4 | $798K | Sell |
2,069
-343
| -14% | -$132K | 0.59% | 39 |
|
|
2023
Q3 | $780K | Sell |
2,412
-235
| -9% | -$76K | 0.62% | 37 |
|
|
2023
Q2 | $854K | Sell |
2,647
-102
| -4% | -$32.9K | 0.67% | 36 |
|
|
2023
Q1 | $899K | Buy |
2,749
+471
| +21% | +$154K | 0.76% | 35 |
|
|
2022
Q4 | $782K | Buy |
2,278
+670
| +42% | +$230K | 0.73% | 37 |
|
|
2022
Q3 | $471K | Buy |
1,608
+366
| +29% | +$107K | 0.46% | 52 |
|
|
2022
Q2 | $369K | Buy |
1,242
+594
| +92% | +$176K | 0.34% | 61 |
|
|
2022
Q1 | $214K | Sell |
648
-23
| -3% | -$7.6K | 0.17% | 79 |
|
|
2021
Q4 | $257K | Buy |
+671
| New | +$257K | 0.21% | 73 |
|