LWA
Lineweaver Wealth Advisors’s Goldman Sachs GS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.01M | Buy |
4,254
+468
| +12% | +$331K | 0.48% | 43 |
|
2025
Q1 | $2.07M | Buy |
3,786
+504
| +15% | +$276K | 0.35% | 53 |
|
2024
Q4 | $1.88M | Buy |
3,282
+4
| +0.1% | +$2.3K | 0.35% | 59 |
|
2024
Q3 | $1.63M | Buy |
3,278
+101
| +3% | +$50.1K | 0.31% | 64 |
|
2024
Q2 | $1.44M | Buy |
3,177
+67
| +2% | +$30.4K | 0.3% | 63 |
|
2024
Q1 | $1.3M | Buy |
3,110
+211
| +7% | +$88.4K | 0.31% | 65 |
|
2023
Q4 | $1.12M | Buy |
2,899
+1,383
| +91% | +$535K | 0.29% | 69 |
|
2023
Q3 | $491K | Buy |
+1,516
| New | +$491K | 0.14% | 94 |
|