FWM
Focused Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Buy |
5,273
+258
| +5% | +$183K | 0.45% | 35 |
|
|
2025
Q1 | $2.74M | Buy |
5,015
+217
| +5% | +$119K | 0.37% | 35 |
|
|
2024
Q4 | $2.75M | Buy |
4,798
+26
| +0.5% | +$14.9K | 0.37% | 34 |
|
|
2024
Q3 | $2.36M | Buy |
4,772
+17
| +0.4% | +$8.42K | 0.31% | 41 |
|
|
2024
Q2 | $2.15M | Buy |
4,755
+58
| +1% | +$26.2K | 0.31% | 37 |
|
|
2024
Q1 | $1.96M | Sell |
4,697
-87
| -2% | -$36.3K | 0.3% | 43 |
|
|
2023
Q4 | $1.85M | Buy |
4,784
+41
| +0.9% | +$15.8K | 0.3% | 40 |
|
|
2023
Q3 | $1.53M | Sell |
4,743
-1,048
| -18% | -$339K | 0.27% | 43 |
|
|
2023
Q2 | $1.87M | Sell |
5,791
-7
| -0.1% | -$2.26K | 0.34% | 38 |
|
|
2023
Q1 | $1.9M | Buy |
5,798
+23
| +0.4% | +$7.52K | 0.38% | 35 |
|
|
2022
Q4 | $1.98M | Buy |
5,775
+488
| +9% | +$168K | 0.4% | 39 |
|
|
2022
Q3 | $1.55M | Buy |
5,287
+31
| +0.6% | +$9.08K | 0.32% | 38 |
|
|
2022
Q2 | $1.56M | Buy |
5,256
+307
| +6% | +$91.2K | 0.28% | 49 |
|
|
2022
Q1 | $1.63M | Buy |
4,949
+1,108
| +29% | +$366K | 0.26% | 45 |
|
|
2021
Q4 | $1.47M | Buy |
3,841
+32
| +0.8% | +$12.2K | 0.23% | 46 |
|
|
2021
Q3 | $1.44M | Sell |
3,809
-24
| -0.6% | -$9.07K | 0.24% | 48 |
|
|
2021
Q2 | $1.46M | Buy |
3,833
+49
| +1% | +$18.6K | 0.24% | 46 |
|
|
2021
Q1 | $1.24M | Sell |
3,784
-25
| -0.7% | -$8.17K | 0.22% | 47 |
|
|
2020
Q4 | $1M | Sell |
3,809
-639
| -14% | -$168K | 0.2% | 57 |
|
|
2020
Q3 | $894K | Sell |
4,448
-35
| -0.8% | -$7.04K | 0.19% | 57 |
|
|
2020
Q2 | $886K | Buy |
4,483
+18
| +0.4% | +$3.56K | 0.21% | 55 |
|
|
2020
Q1 | $690K | Sell |
4,465
-168
| -4% | -$26K | 0.2% | 57 |
|
|
2019
Q4 | $1.07M | Buy |
4,633
+3
| +0.1% | +$690 | 0.25% | 49 |
|
|
2019
Q3 | $959K | Sell |
4,630
-1,632
| -26% | -$338K | 0.26% | 52 |
|
|
2019
Q2 | $1.28M | Sell |
6,262
-1,349
| -18% | -$276K | 0.34% | 45 |
|
|
2019
Q1 | $1.46M | Sell |
7,611
-112
| -1% | -$21.5K | 0.44% | 38 |
|
|
2018
Q4 | $1.29M | Buy |
7,723
+2,432
| +46% | +$406K | 0.44% | 42 |
|
|
2018
Q3 | $1.19M | Sell |
5,291
-440
| -8% | -$98.6K | 0.4% | 47 |
|
|
2018
Q2 | $1.26M | Sell |
5,731
-1,168
| -17% | -$258K | 0.44% | 41 |
|
|
2018
Q1 | $1.74M | Sell |
6,899
-1,235
| -15% | -$311K | 0.56% | 36 |
|
|
2017
Q4 | $2.07M | Sell |
8,134
-1,923
| -19% | -$490K | 0.66% | 27 |
|
|
2017
Q3 | $2.39M | Buy |
10,057
+1,380
| +16% | +$327K | 0.8% | 24 |
|
|
2017
Q2 | $1.93M | Buy |
8,677
+18
| +0.2% | +$3.99K | 0.72% | 27 |
|
|
2017
Q1 | $1.99M | Sell |
8,659
-48
| -0.6% | -$11K | 0.78% | 26 |
|
|
2016
Q4 | $2.09M | Buy |
8,707
+558
| +7% | +$134K | 0.88% | 23 |
|
|
2016
Q3 | $1.31M | Sell |
8,149
-218
| -3% | -$35.2K | 0.58% | 32 |
|
|
2016
Q2 | $1.24M | Buy |
8,367
+686
| +9% | +$102K | 0.57% | 33 |
|
|
2016
Q1 | $1.21M | Buy |
7,681
+4,915
| +178% | +$772K | 0.66% | 34 |
|
|
2015
Q4 | $498K | Buy |
2,766
+119
| +4% | +$21.4K | 0.29% | 57 |
|
|
2015
Q3 | $460K | Buy |
2,647
+201
| +8% | +$34.9K | 0.29% | 54 |
|
|
2015
Q2 | $511K | Sell |
2,446
-978
| -29% | -$204K | 0.32% | 51 |
|
|
2015
Q1 | $644K | Sell |
3,424
-602
| -15% | -$113K | 0.4% | 44 |
|
|
2014
Q4 | $780K | Buy |
4,026
+2
| +0% | +$387 | 0.55% | 37 |
|
|
2014
Q3 | $739K | Buy |
4,024
+2
| +0% | +$367 | 0.57% | 41 |
|
|
2014
Q2 | $673K | Buy |
4,022
+2
| +0% | +$335 | 0.53% | 42 |
|
|
2014
Q1 | $659K | Buy |
4,020
+2
| +0% | +$328 | 0.55% | 39 |
|
|
2013
Q4 | $712K | Sell |
4,018
-3
| -0.1% | -$532 | 0.6% | 35 |
|
|
2013
Q3 | $636K | Buy |
+4,021
| New | +$636K | 0.61% | 32 |
|