GWMR
GC Wealth Management RIA’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
3,513
-2,268
| -39% | -$1.61M | 0.2% | 111 |
|
|
2025
Q1 | $3.16M | Sell |
5,781
-399
| -6% | -$218K | 0.58% | 40 |
|
|
2024
Q4 | $3.54M | Buy |
6,180
+1,127
| +22% | +$645K | 0.62% | 35 |
|
|
2024
Q3 | $2.5M | Buy |
5,053
+332
| +7% | +$164K | 0.44% | 49 |
|
|
2024
Q2 | $2.14M | Buy |
4,721
+2,906
| +160% | +$1.31M | 0.42% | 51 |
|
|
2024
Q1 | $758K | Buy |
+1,815
| New | +$758K | 0.15% | 119 |
|