LWANC
Laurel Wealth Advisors (North Carolina)’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Buy |
404,122
+403,721
| +100,679% | +$570K | 0.01% | 320 |
|
|
2025
Q1 | $219K | Sell |
401
-15
| -4% | -$8.19K | 0.03% | 174 |
|
|
2024
Q4 | $238K | Buy |
416
+1
| +0.2% | +$572 | 0.04% | 165 |
|
|
2024
Q3 | $205K | Hold |
415
| – | – | 0.03% | 176 |
|
|
2024
Q2 | $188K | Hold |
415
| – | – | 0.03% | 178 |
|
|
2024
Q1 | $173K | Buy |
415
+4
| +1% | +$1.67K | 0.03% | 189 |
|
|
2023
Q4 | $158K | Buy |
411
+1
| +0.2% | +$385 | 0.03% | 185 |
|
|
2023
Q3 | $133K | Buy |
410
+67
| +20% | +$21.7K | 0.03% | 192 |
|
|
2023
Q2 | $110K | Sell |
343
-24
| -7% | -$7.72K | 0.02% | 217 |
|
|
2023
Q1 | $120K | Buy |
367
+1
| +0.3% | +$327 | 0.03% | 203 |
|
|
2022
Q4 | $126K | Hold |
366
| – | – | 0.03% | 188 |
|
|
2022
Q3 | $107K | Buy |
366
+1
| +0.3% | +$292 | 0.03% | 196 |
|
|
2022
Q2 | $108K | Hold |
365
| – | – | 0.03% | 195 |
|
|
2022
Q1 | $120K | Sell |
365
-10
| -3% | -$3.29K | 0.03% | 206 |
|
|
2021
Q4 | $143K | Hold |
375
| – | – | 0.03% | 188 |
|
|
2021
Q3 | $142K | Sell |
375
-70
| -16% | -$26.5K | 0.03% | 188 |
|
|
2021
Q2 | $169K | Hold |
445
| – | – | 0.04% | 180 |
|
|
2021
Q1 | $146K | Sell |
445
-70
| -14% | -$23K | 0.04% | 179 |
|
|
2020
Q4 | $136K | Sell |
515
-315
| -38% | -$83.2K | 0.04% | 172 |
|
|
2020
Q3 | $167K | Hold |
830
| – | – | 0.05% | 149 |
|
|
2020
Q2 | $164K | Buy |
830
+55
| +7% | +$10.9K | 0.05% | 144 |
|
|
2020
Q1 | $120K | Sell |
775
-400
| -34% | -$61.9K | 0.05% | 150 |
|
|
2019
Q4 | $270K | Sell |
1,175
-20
| -2% | -$4.6K | 0.09% | 128 |
|
|
2019
Q3 | $248K | Sell |
1,195
-180
| -13% | -$37.4K | 0.08% | 129 |
|
|
2019
Q2 | $281K | Sell |
1,375
-305
| -18% | -$62.3K | 0.1% | 129 |
|
|
2019
Q1 | $323K | Sell |
1,680
-75
| -4% | -$14.4K | 0.12% | 119 |
|
|
2018
Q4 | $293K | Buy |
+1,755
| New | +$293K | 0.12% | 117 |
|