MWM
Marietta Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
17,807
+100
| +0.6% | +$70.8K | 1.64% | 17 |
|
|
2025
Q1 | $9.67M | Sell |
17,707
-42
| -0.2% | -$22.9K | 1.42% | 24 |
|
|
2024
Q4 | $10.2M | Buy |
17,749
+88
| +0.5% | +$50.4K | 1.46% | 19 |
|
|
2024
Q3 | $8.74M | Buy |
17,661
+169
| +1% | +$83.7K | 1.27% | 24 |
|
|
2024
Q2 | $7.91M | Sell |
17,492
-318
| -2% | -$144K | 1.23% | 25 |
|
|
2024
Q1 | $7.44M | Sell |
17,810
-133
| -0.7% | -$55.6K | 1.23% | 28 |
|
|
2023
Q4 | $6.91M | Buy |
17,943
+130
| +0.7% | +$50.1K | 1.23% | 29 |
|
|
2023
Q3 | $5.76M | Buy |
17,813
+554
| +3% | +$179K | 1.15% | 33 |
|
|
2023
Q2 | $5.57M | Buy |
17,259
+461
| +3% | +$149K | 1.05% | 39 |
|
|
2023
Q1 | $5.49M | Sell |
16,798
-286
| -2% | -$93.6K | 1.17% | 34 |
|
|
2022
Q4 | $5.87M | Buy |
17,084
+185
| +1% | +$63.5K | 1.33% | 27 |
|
|
2022
Q3 | $4.95M | Buy |
16,899
+262
| +2% | +$76.8K | 1.24% | 31 |
|
|
2022
Q2 | $4.94M | Buy |
16,637
+413
| +3% | +$123K | 1.19% | 35 |
|
|
2022
Q1 | $5.36M | Buy |
16,224
+402
| +3% | +$133K | 1.12% | 36 |
|
|
2021
Q4 | $6.05M | Buy |
15,822
+168
| +1% | +$64.3K | 1.22% | 34 |
|
|
2021
Q3 | $5.92M | Buy |
15,654
+336
| +2% | +$127K | 1.29% | 29 |
|
|
2021
Q2 | $5.81M | Buy |
15,318
+21
| +0.1% | +$7.97K | 1.31% | 28 |
|
|
2021
Q1 | $5M | Sell |
15,297
-2,755
| -15% | -$901K | 1.25% | 28 |
|
|
2020
Q4 | $4.76M | Buy |
18,052
+147
| +0.8% | +$38.8K | 1.31% | 25 |
|
|
2020
Q3 | $3.6M | Sell |
17,905
-3,407
| -16% | -$685K | 1.12% | 35 |
|
|
2020
Q2 | $4.21M | Buy |
21,312
+670
| +3% | +$132K | 1.44% | 24 |
|
|
2020
Q1 | $3.19M | Buy |
20,642
+3,191
| +18% | +$493K | 1.24% | 30 |
|
|
2019
Q4 | $4.01M | Buy |
17,451
+274
| +2% | +$63K | 1.32% | 27 |
|
|
2019
Q3 | $3.56M | Buy |
17,177
+411
| +2% | +$85.2K | 1.3% | 30 |
|
|
2019
Q2 | $3.43M | Buy |
16,766
+796
| +5% | +$163K | 1.34% | 26 |
|
|
2019
Q1 | $3.07M | Buy |
15,970
+2,305
| +17% | +$443K | 1.26% | 31 |
|
|
2018
Q4 | $2.28M | Buy |
13,665
+529
| +4% | +$88.4K | 1.09% | 38 |
|
|
2018
Q3 | $2.95M | Buy |
13,136
+323
| +3% | +$72.4K | 1.3% | 25 |
|
|
2018
Q2 | $2.83M | Buy |
12,813
+875
| +7% | +$193K | 1.38% | 24 |
|
|
2018
Q1 | $3.01M | Buy |
11,938
+216
| +2% | +$54.4K | 1.58% | 19 |
|
|
2017
Q4 | $2.99M | Sell |
11,722
-164
| -1% | -$41.8K | 1.62% | 16 |
|
|
2017
Q3 | $2.82M | Buy |
11,886
+37
| +0.3% | +$8.78K | 1.58% | 17 |
|
|
2017
Q2 | $2.63M | Buy |
11,849
+782
| +7% | +$174K | 1.6% | 16 |
|
|
2017
Q1 | $2.54M | Buy |
11,067
+1,670
| +18% | +$384K | 1.69% | 12 |
|
|
2016
Q4 | $2.25M | Buy |
+9,397
| New | +$2.25M | 1.8% | 10 |
|