KWM
Kingsview Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Buy |
5,011
+576
| +13% | +$408K | 0.06% | 305 |
|
|
2025
Q1 | $2.42M | Buy |
4,435
+251
| +6% | +$137K | 0.05% | 351 |
|
|
2024
Q4 | $2.4M | Buy |
4,184
+38
| +0.9% | +$21.8K | 0.05% | 348 |
|
|
2024
Q3 | $2.05M | Buy |
4,146
+170
| +4% | +$84.2K | 0.04% | 370 |
|
|
2024
Q2 | $1.8M | Sell |
3,976
-53
| -1% | -$24K | 0.04% | 378 |
|
|
2024
Q1 | $1.68M | Buy |
4,029
+330
| +9% | +$138K | 0.04% | 375 |
|
|
2023
Q4 | $1.43M | Buy |
3,699
+62
| +2% | +$23.9K | 0.04% | 364 |
|
|
2023
Q3 | $1.18M | Buy |
3,637
+283
| +8% | +$91.6K | 0.04% | 396 |
|
|
2023
Q2 | $1.08M | Sell |
3,354
-3,292
| -50% | -$1.06M | 0.04% | 385 |
|
|
2023
Q1 | $2.17M | Buy |
6,646
+3,183
| +92% | +$1.04M | 0.09% | 228 |
|
|
2022
Q4 | $1.19M | Buy |
3,463
+44
| +1% | +$15.1K | 0.05% | 315 |
|
|
2022
Q3 | $1M | Sell |
3,419
-197
| -5% | -$57.7K | 0.05% | 326 |
|
|
2022
Q2 | $1.07M | Buy |
3,616
+146
| +4% | +$43.4K | 0.05% | 345 |
|
|
2022
Q1 | $1.15M | Buy |
3,470
+406
| +13% | +$134K | 0.05% | 352 |
|
|
2021
Q4 | $1.17M | Sell |
3,064
-1,281
| -29% | -$490K | 0.05% | 345 |
|
|
2021
Q3 | $1.64M | Buy |
4,345
+2,497
| +135% | +$944K | 0.08% | 263 |
|
|
2021
Q2 | $693K | Sell |
1,848
-4,176
| -69% | -$1.57M | 0.03% | 474 |
|
|
2021
Q1 | $1.97M | Sell |
6,024
-55
| -0.9% | -$18K | 0.11% | 194 |
|
|
2020
Q4 | $1.6M | Buy |
6,079
+476
| +8% | +$126K | 0.12% | 192 |
|
|
2020
Q3 | $1.13M | Buy |
5,603
+1,453
| +35% | +$292K | 0.1% | 205 |
|
|
2020
Q2 | $820K | Buy |
4,150
+101
| +2% | +$20K | 0.08% | 240 |
|
|
2020
Q1 | $626K | Buy |
4,049
+2,970
| +275% | +$459K | 0.08% | 238 |
|
|
2019
Q4 | $248K | Buy |
1,079
+109
| +11% | +$25.1K | 0.03% | 403 |
|
|
2019
Q3 | $201K | Buy |
+970
| New | +$201K | 0.03% | 404 |
|