JWA
JFS Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
2,844
-24
| -0.8% | -$17K | 0.13% | 102 |
|
|
2025
Q1 | $1.57M | Sell |
2,868
-10
| -0.3% | -$5.46K | 0.11% | 114 |
|
|
2024
Q4 | $1.65M | Buy |
2,878
+36
| +1% | +$20.6K | 0.11% | 103 |
|
|
2024
Q3 | $1.41M | Buy |
2,842
+1,118
| +65% | +$554K | 0.09% | 122 |
|
|
2024
Q2 | $780K | Sell |
1,724
-49
| -3% | -$22.2K | 0.06% | 133 |
|
|
2024
Q1 | $741K | Buy |
1,773
+47
| +3% | +$19.6K | 0.06% | 135 |
|
|
2023
Q4 | $666K | Sell |
1,726
-15
| -0.9% | -$5.79K | 0.06% | 133 |
|
|
2023
Q3 | $563K | Buy |
1,741
+18
| +1% | +$5.82K | 0.05% | 143 |
|
|
2023
Q2 | $556K | Hold |
1,723
| – | – | 0.05% | 144 |
|
|
2023
Q1 | $564K | Sell |
1,723
-23
| -1% | -$7.52K | 0.05% | 142 |
|
|
2022
Q4 | $600K | Sell |
1,746
-69
| -4% | -$23.7K | 0.06% | 146 |
|
|
2022
Q3 | $532K | Buy |
1,815
+70
| +4% | +$20.5K | 0.06% | 147 |
|
|
2022
Q2 | $518K | Sell |
1,745
-30
| -2% | -$8.91K | 0.05% | 143 |
|
|
2022
Q1 | $586K | Buy |
1,775
+20
| +1% | +$6.6K | 0.06% | 146 |
|
|
2021
Q4 | $671K | Buy |
1,755
+133
| +8% | +$50.9K | 0.06% | 143 |
|
|
2021
Q3 | $613K | Buy |
1,622
+94
| +6% | +$35.5K | 0.06% | 140 |
|
|
2021
Q2 | $580K | Hold |
1,528
| – | – | 0.09% | 106 |
|
|
2021
Q1 | $500K | Hold |
1,528
| – | – | 0.1% | 102 |
|
|
2020
Q4 | $403K | Buy |
1,528
+28
| +2% | +$7.39K | 0.08% | 106 |
|
|
2020
Q3 | $301K | Hold |
1,500
| – | – | 0.07% | 111 |
|
|
2020
Q2 | $296K | Hold |
1,500
| – | – | 0.08% | 116 |
|
|
2020
Q1 | $232K | Hold |
1,500
| – | – | 0.07% | 117 |
|
|
2019
Q4 | $345K | Hold |
1,500
| – | – | 0.09% | 111 |
|
|
2019
Q3 | $311K | Hold |
1,500
| – | – | 0.08% | 115 |
|
|
2019
Q2 | $307K | Hold |
1,500
| – | – | 0.08% | 118 |
|
|
2019
Q1 | $288K | Sell |
1,500
-63
| -4% | -$12.1K | 0.08% | 117 |
|
|
2018
Q4 | $261K | Sell |
1,563
-250
| -14% | -$41.7K | 0.07% | 119 |
|
|
2018
Q3 | $407K | Sell |
1,813
-17
| -0.9% | -$3.82K | 0.1% | 102 |
|
|
2018
Q2 | $404K | Hold |
1,830
| – | – | 0.11% | 102 |
|
|
2018
Q1 | $461K | Hold |
1,830
| – | – | 0.12% | 91 |
|
|
2017
Q4 | $466K | Buy |
1,830
+17
| +0.9% | +$4.33K | 0.11% | 91 |
|
|
2017
Q3 | $430K | Buy |
1,813
+250
| +16% | +$59.3K | 0.11% | 93 |
|
|
2017
Q2 | $347K | Sell |
1,563
-66
| -4% | -$14.7K | 0.1% | 94 |
|
|
2017
Q1 | $390K | Hold |
1,629
| – | – | 0.11% | 95 |
|
|
2016
Q4 | $390K | Buy |
1,629
+63
| +4% | +$15.1K | 0.11% | 95 |
|
|
2016
Q3 | $253K | Sell |
1,566
-1,400
| -47% | -$226K | 0.07% | 110 |
|
|
2016
Q2 | $441K | Buy |
2,966
+1,367
| +85% | +$203K | 0.12% | 97 |
|
|
2016
Q1 | $251K | Buy |
1,599
+21
| +1% | +$3.3K | 0.07% | 114 |
|
|
2015
Q4 | $284K | Hold |
1,578
| – | – | 0.08% | 112 |
|
|
2015
Q3 | $274K | Buy |
+1,578
| New | +$274K | 0.12% | 85 |
|
|
2014
Q2 | – | Sell |
-1,595
| Closed | -$261K | – | 482 |
|
|
2014
Q1 | $261K | Buy |
1,595
+69
| +5% | +$11.3K | 0.14% | 95 |
|
|
2013
Q4 | $270K | Sell |
1,526
-176
| -10% | -$31.1K | 0.12% | 103 |
|
|
2013
Q3 | $269K | Buy |
1,702
+102
| +6% | +$16.1K | 0.13% | 93 |
|
|
2013
Q2 | $242K | Buy |
+1,600
| New | +$242K | 0.12% | 95 |
|