KWMG
King Wealth Management Group’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $769K | Hold |
1,086
| – | – | 0.1% | 75 |
|
|
2025
Q1 | $593K | Buy |
1,086
+19
| +2% | +$10.4K | 0.09% | 82 |
|
|
2024
Q4 | $611K | Hold |
1,067
| – | – | 0.09% | 82 |
|
|
2024
Q3 | $528K | Hold |
1,067
| – | – | 0.08% | 88 |
|
|
2024
Q2 | $483K | Hold |
1,067
| – | – | 0.08% | 88 |
|
|
2024
Q1 | $446K | Sell |
1,067
-33
| -3% | -$13.8K | 0.08% | 89 |
|
|
2023
Q4 | $424K | Hold |
1,100
| – | – | 0.08% | 89 |
|
|
2023
Q3 | $356K | Hold |
1,100
| – | – | 0.08% | 97 |
|
|
2023
Q2 | $355K | Hold |
1,100
| – | – | 0.07% | 99 |
|
|
2023
Q1 | $360K | Hold |
1,100
| – | – | 0.08% | 100 |
|
|
2022
Q4 | $378K | Sell |
1,100
-100
| -8% | -$34.4K | 0.09% | 99 |
|
|
2022
Q3 | $352K | Hold |
1,200
| – | – | 0.09% | 100 |
|
|
2022
Q2 | $356K | Hold |
1,200
| – | – | 0.09% | 107 |
|
|
2022
Q1 | $396K | Hold |
1,200
| – | – | 0.08% | 107 |
|
|
2021
Q4 | $459K | Hold |
1,200
| – | – | 0.09% | 104 |
|
|
2021
Q3 | $454K | Buy |
1,200
+600
| +100% | +$227K | 0.09% | 106 |
|
|
2021
Q2 | $228K | Buy |
+600
| New | +$228K | 0.05% | 156 |
|
|
2018
Q3 | – | Sell |
-2,513
| Closed | -$554K | – | 133 |
|
|
2018
Q2 | $554K | Sell |
2,513
-5
| -0.2% | -$1.1K | 0.19% | 60 |
|
|
2018
Q1 | $634K | Sell |
2,518
-715
| -22% | -$180K | 0.23% | 56 |
|
|
2017
Q4 | $824K | Sell |
3,233
-136
| -4% | -$34.7K | 0.29% | 49 |
|
|
2017
Q3 | $799K | Sell |
3,369
-239
| -7% | -$56.7K | 0.3% | 51 |
|
|
2017
Q2 | $801K | Sell |
3,608
-164
| -4% | -$36.4K | 0.32% | 51 |
|
|
2017
Q1 | $867K | Buy |
+3,772
| New | +$867K | 0.36% | 49 |
|