GWA
Gratus Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Hold |
1,670
| – | – | 0.18% | 52 |
|
|
2025
Q1 | $912K | Sell |
1,670
-61
| -4% | -$33.3K | 0.15% | 62 |
|
|
2024
Q4 | $991K | Hold |
1,731
| – | – | 0.16% | 58 |
|
|
2024
Q3 | $856K | Hold |
1,731
| – | – | 0.14% | 70 |
|
|
2024
Q2 | $839K | Sell |
1,731
-61
| -3% | -$29.6K | 0.14% | 69 |
|
|
2024
Q1 | $722K | Hold |
1,792
| – | – | 0.13% | 75 |
|
|
2023
Q4 | $691K | Buy |
+1,792
| New | +$691K | 0.14% | 69 |
|