JWM
Jackson Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-855
| Closed | -$467K | – | 165 |
|
|
2025
Q1 | $467K | Buy |
+855
| New | +$467K | 0.06% | 116 |
|
|
2024
Q4 | – | Sell |
-576
| Closed | -$285K | – | 163 |
|
|
2024
Q3 | $285K | Buy |
+576
| New | +$285K | 0.03% | 124 |
|
|
2023
Q1 | – | Sell |
-7,734
| Closed | -$2.66M | – | 149 |
|
|
2022
Q4 | $2.66M | Sell |
7,734
-1,474
| -16% | -$506K | 0.98% | 36 |
|
|
2022
Q3 | $2.7M | Buy |
9,208
+5,727
| +165% | +$1.68M | 0.53% | 45 |
|
|
2022
Q2 | $1.03M | Buy |
+3,481
| New | +$1.03M | 0.48% | 47 |
|