JWM
Jupiter Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Hold |
3,000
| – | – | 1.13% | 22 |
|
|
2025
Q1 | $1.84M | Hold |
3,000
| – | – | 1.11% | 24 |
|
|
2024
Q4 | $1.72M | Hold |
3,000
| – | – | 0.86% | 31 |
|
|
2024
Q3 | $1.49M | Hold |
3,000
| – | – | 0.76% | 35 |
|
|
2024
Q2 | $1.53M | Hold |
3,000
| – | – | 0.81% | 36 |
|
|
2024
Q1 | $1.34M | Hold |
3,000
| – | – | 0.71% | 36 |
|
|
2023
Q4 | $1.16M | Hold |
3,000
| – | – | 0.68% | 37 |
|
|
2023
Q3 | $977K | Hold |
3,000
| – | – | 0.63% | 42 |
|
|
2023
Q2 | $968K | Hold |
3,000
| – | – | 0.83% | 34 |
|
|
2023
Q1 | $981K | Hold |
3,000
| – | – | 0.9% | 32 |
|
|
2022
Q4 | $1.03M | Hold |
3,000
| – | – | 1% | 31 |
|
|
2022
Q3 | $879K | Hold |
3,000
| – | – | 0.88% | 31 |
|
|
2022
Q2 | $891K | Hold |
3,000
| – | – | 0.81% | 32 |
|
|
2022
Q1 | $990K | Hold |
3,000
| – | – | 0.62% | 39 |
|
|
2021
Q4 | $1.15M | Sell |
3,000
-2,100
| -41% | -$803K | 0.6% | 37 |
|
|
2021
Q3 | $2.04M | Hold |
5,100
| – | – | 0.96% | 28 |
|
|
2021
Q2 | $2.03M | Hold |
5,100
| – | – | 0.97% | 30 |
|
|
2021
Q1 | $1.8M | Sell |
5,100
-2,000
| -28% | -$706K | 0.91% | 31 |
|
|
2020
Q4 | $1.87M | Sell |
7,100
-3,025
| -30% | -$798K | 1.15% | 27 |
|
|
2020
Q3 | $2.04M | Buy |
+10,125
| New | +$2.04M | 1.43% | 23 |
|
|
2019
Q3 | – | Sell |
-1,675
| Closed | -$357K | – | 83 |
|
|
2019
Q2 | $357K | Buy |
+1,675
| New | +$357K | 0.18% | 60 |
|