JWM
Janiczek Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $74.6K | Hold |
165
| – | – | 0.02% | 343 |
|
|
2024
Q1 | $68.9K | Hold |
165
| – | – | 0.01% | 360 |
|
|
2023
Q4 | $63.7K | Sell |
165
-6
| -4% | -$2.32K | 0.02% | 353 |
|
|
2023
Q3 | $55.3K | Buy |
171
+110
| +180% | +$35.6K | 0.01% | 351 |
|
|
2023
Q2 | $19.7K | Hold |
61
| – | – | 0.01% | 465 |
|
|
2023
Q1 | $20.6K | Sell |
61
-2
| -3% | -$674 | 0.01% | 450 |
|
|
2022
Q4 | $23.3K | Buy |
63
+60
| +2,000% | +$22.2K | 0.01% | 434 |
|
|
2022
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 834 |
|
|
2022
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 866 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 861 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 918 |
|
|
2021
Q3 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 893 |
|
|
2021
Q2 | – | Sell |
-15
| Closed | -$5K | – | 914 |
|
|
2021
Q1 | $5K | Hold |
15
| – | – | ﹤0.01% | 638 |
|
|
2020
Q4 | $4K | Hold |
15
| – | – | ﹤0.01% | 622 |
|
|
2020
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 438 |
|
|
2020
Q2 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 241 |
|
|
2018
Q3 | – | Sell |
-4
| Closed | -$1K | – | 157 |
|
|
2018
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 145 |
|