HWA
HCR Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
2,011
+174
| +9% | +$123K | 0.17% | 82 |
|
|
2025
Q1 | $1M | Buy |
1,837
+298
| +19% | +$163K | 0.13% | 100 |
|
|
2024
Q4 | $881K | Buy |
1,539
+87
| +6% | +$49.8K | 0.11% | 106 |
|
|
2024
Q3 | $719K | Sell |
1,452
-40
| -3% | -$19.8K | 0.09% | 116 |
|
|
2024
Q2 | $675K | Buy |
1,492
+105
| +8% | +$47.5K | 0.1% | 113 |
|
|
2024
Q1 | $579K | Hold |
1,387
| – | – | 0.09% | 124 |
|
|
2023
Q4 | $535K | Buy |
+1,387
| New | +$535K | 0.08% | 115 |
|
|
2018
Q4 | – | Sell |
-1,069
| Closed | -$234K | – | 162 |
|
|
2018
Q3 | $234K | Buy |
1,069
+100
| +10% | +$21.9K | 0.08% | 137 |
|
|
2018
Q2 | $214K | Hold |
969
| – | – | 0.07% | 154 |
|
|
2018
Q1 | $244K | Hold |
969
| – | – | 0.08% | 146 |
|
|
2017
Q4 | $247K | Buy |
969
+35
| +4% | +$8.92K | 0.09% | 146 |
|
|
2017
Q3 | $221K | Buy |
+934
| New | +$221K | 0.09% | 147 |
|