IWA
IVC Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Buy |
540
+3
| +0.6% | +$2.12K | 0.19% | 101 |
|
|
2025
Q1 | $293K | Buy |
537
+13
| +2% | +$7.1K | 0.16% | 126 |
|
|
2024
Q4 | $300K | Buy |
524
+2
| +0.4% | +$1.15K | 0.17% | 122 |
|
|
2024
Q3 | $258K | Sell |
522
-70
| -12% | -$34.7K | 0.14% | 133 |
|
|
2024
Q2 | $268K | Buy |
592
+4
| +0.7% | +$1.81K | 0.15% | 134 |
|
|
2024
Q1 | $246K | Buy |
588
+2
| +0.3% | +$835 | 0.14% | 142 |
|
|
2023
Q4 | $226K | Buy |
+586
| New | +$226K | 0.14% | 138 |
|
|
2023
Q2 | – | Sell |
-665
| Closed | -$218K | – | 163 |
|
|
2023
Q1 | $218K | Sell |
665
-108
| -14% | -$35.3K | 0.15% | 131 |
|
|
2022
Q4 | $265K | Buy |
773
+44
| +6% | +$15.1K | 0.2% | 117 |
|
|
2022
Q3 | $214K | Buy |
+729
| New | +$214K | 0.17% | 130 |
|