KPWG
KFA Private Wealth Group’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Hold |
378
| – | – | 0.08% | 112 |
|
|
2025
Q1 | $206K | Buy |
378
+21
| +6% | +$11.5K | 0.07% | 114 |
|
|
2024
Q4 | $204K | Buy |
+357
| New | +$204K | 0.09% | 90 |
|
|
2020
Q1 | – | Sell |
-1,163
| Closed | -$267K | – | 52 |
|
|
2019
Q4 | $267K | Buy |
+1,163
| New | +$267K | 0.25% | 43 |
|