KPWS
Kestra Private Wealth Services’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7M | Buy |
27,862
+2,867
| +11% | +$2.03M | 0.28% | 69 |
|
|
2025
Q1 | $13.7M | Buy |
24,995
+2,856
| +13% | +$1.56M | 0.23% | 91 |
|
|
2024
Q4 | $12.7M | Buy |
22,139
+1,697
| +8% | +$972K | 0.22% | 100 |
|
|
2024
Q3 | $10.1M | Sell |
20,442
-122
| -0.6% | -$60.4K | 0.19% | 127 |
|
|
2024
Q2 | $9.3M | Buy |
20,564
+1,909
| +10% | +$863K | 0.19% | 123 |
|
|
2024
Q1 | $7.79M | Buy |
18,655
+372
| +2% | +$155K | 0.18% | 141 |
|
|
2023
Q4 | $7.05M | Buy |
18,283
+819
| +5% | +$316K | 0.18% | 140 |
|
|
2023
Q3 | $5.65M | Buy |
17,464
+1,369
| +9% | +$443K | 0.18% | 140 |
|
|
2023
Q2 | $5.19M | Buy |
16,095
+2,142
| +15% | +$691K | 0.18% | 141 |
|
|
2023
Q1 | $4.56M | Sell |
13,953
-105
| -0.7% | -$34.3K | 0.18% | 135 |
|
|
2022
Q4 | $4.83M | Sell |
14,058
-141
| -1% | -$48.4K | 0.24% | 110 |
|
|
2022
Q3 | $4.16M | Buy |
14,199
+1,065
| +8% | +$312K | 0.24% | 107 |
|
|
2022
Q2 | $3.9M | Buy |
13,134
+228
| +2% | +$67.7K | 0.22% | 117 |
|
|
2022
Q1 | $4.26M | Buy |
12,906
+1,442
| +13% | +$476K | 0.21% | 115 |
|
|
2021
Q4 | $4.39M | Buy |
11,464
+340
| +3% | +$130K | 0.21% | 119 |
|
|
2021
Q3 | $4.21M | Buy |
11,124
+891
| +9% | +$337K | 0.23% | 105 |
|
|
2021
Q2 | $3.88M | Sell |
10,233
-333
| -3% | -$126K | 0.24% | 100 |
|
|
2021
Q1 | $3.46M | Sell |
10,566
-1,136
| -10% | -$371K | 0.24% | 98 |
|
|
2020
Q4 | $3.04M | Buy |
11,702
+163
| +1% | +$42.3K | 0.22% | 112 |
|
|
2020
Q3 | $2.32M | Buy |
+11,539
| New | +$2.32M | 0.2% | 116 |
|