LWA
Lowe Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.2K | Sell |
61
-3
| -5% | -$2.12K | 0.02% | 154 |
|
|
2025
Q1 | $35K | Buy |
64
+49
| +327% | +$26.8K | 0.01% | 155 |
|
|
2024
Q4 | $8.59K | Buy |
+15
| New | +$8.59K | ﹤0.01% | 242 |
|
|
2023
Q1 | – | Sell |
-25
| Closed | -$8.59K | – | 353 |
|
|
2022
Q4 | $8.59K | Sell |
25
-50
| -67% | -$17.2K | ﹤0.01% | 222 |
|
|
2022
Q3 | $22K | Buy |
+75
| New | +$22K | 0.01% | 140 |
|
|
2019
Q3 | – | Sell |
-12
| Closed | -$2K | – | 286 |
|
|
2019
Q2 | $2K | Hold |
12
| – | – | ﹤0.01% | 253 |
|
|
2019
Q1 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 223 |
|
|
2018
Q4 | – | Sell |
-17
| Closed | -$4K | – | 275 |
|
|
2018
Q3 | $4K | Buy |
+17
| New | +$4K | ﹤0.01% | 204 |
|