HWA
HHM Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Hold |
325
| – | – | 0.03% | 182 |
|
|
2025
Q1 | $178K | Buy |
325
+113
| +53% | +$61.7K | 0.02% | 201 |
|
|
2024
Q4 | $121K | Buy |
212
+53
| +33% | +$30.3K | 0.02% | 243 |
|
|
2024
Q3 | $78.7K | Hold |
159
| – | – | 0.01% | 277 |
|
|
2024
Q2 | $71.9K | Sell |
159
-43
| -21% | -$19.5K | 0.01% | 289 |
|
|
2024
Q1 | $84.4K | Hold |
202
| – | – | 0.01% | 227 |
|
|
2023
Q4 | $77.9K | Hold |
202
| – | – | 0.01% | 230 |
|
|
2023
Q3 | $65.4K | Hold |
202
| – | – | 0.01% | 242 |
|
|
2023
Q2 | $65.2K | Hold |
202
| – | – | 0.01% | 249 |
|
|
2023
Q1 | $66.1K | Buy |
202
+62
| +44% | +$20.3K | 0.01% | 245 |
|
|
2022
Q4 | $48.1K | Hold |
140
| – | – | 0.01% | 251 |
|
|
2022
Q3 | $41K | Hold |
140
| – | – | 0.01% | 258 |
|
|
2022
Q2 | $42K | Hold |
140
| – | – | 0.01% | 301 |
|
|
2022
Q1 | $46K | Sell |
140
-170
| -55% | -$55.9K | 0.01% | 321 |
|
|
2021
Q4 | $119K | Buy |
310
+170
| +121% | +$65.3K | 0.03% | 195 |
|
|
2021
Q3 | $53K | Hold |
140
| – | – | 0.01% | 289 |
|
|
2021
Q2 | $53K | Hold |
140
| – | – | 0.01% | 289 |
|
|
2021
Q1 | $46K | Sell |
140
-50
| -26% | -$16.4K | 0.01% | 285 |
|
|
2020
Q4 | $50K | Buy |
190
+50
| +36% | +$13.2K | 0.02% | 258 |
|
|
2020
Q3 | $28K | Hold |
140
| – | – | 0.01% | 284 |
|
|
2020
Q2 | $28K | Hold |
140
| – | – | 0.01% | 278 |
|
|
2020
Q1 | $22K | Buy |
+140
| New | +$22K | 0.01% | 289 |
|