HNWAG
High Net Worth Advisory Group’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
1,692
+334
| +25% | +$237K | 0.32% | 70 |
|
|
2025
Q1 | $742K | Buy |
1,358
+233
| +21% | +$127K | 0.21% | 100 |
|
|
2024
Q4 | $644K | Buy |
+1,125
| New | +$644K | 0.18% | 110 |
|
|
2022
Q4 | – | Sell |
-109
| Closed | -$32K | – | 654 |
|
|
2022
Q3 | $32K | Hold |
109
| – | – | 0.01% | 398 |
|
|
2022
Q2 | $32K | Sell |
109
-325
| -75% | -$95.4K | 0.01% | 387 |
|
|
2022
Q1 | $143K | Buy |
434
+409
| +1,636% | +$135K | 0.05% | 213 |
|
|
2021
Q4 | $10K | Buy |
+25
| New | +$10K | ﹤0.01% | 538 |
|