MTWM
Masso Torrence Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
2,214
+48
| +2% | +$34K | 0.72% | 31 |
|
|
2025
Q1 | $1.18M | Buy |
2,166
+265
| +14% | +$145K | 0.63% | 33 |
|
|
2024
Q4 | $1.09M | Buy |
1,901
+3
| +0.2% | +$1.72K | 0.57% | 34 |
|
|
2024
Q3 | $940K | Sell |
1,898
-8
| -0.4% | -$3.96K | 0.51% | 38 |
|
|
2024
Q2 | $862K | Sell |
1,906
-50
| -3% | -$22.6K | 0.48% | 41 |
|
|
2024
Q1 | $817K | Sell |
1,956
-349
| -15% | -$146K | 0.48% | 44 |
|
|
2023
Q4 | $889K | Sell |
2,305
-5
| -0.2% | -$1.93K | 0.61% | 39 |
|
|
2023
Q3 | $747K | Sell |
2,310
-575
| -20% | -$186K | 0.57% | 41 |
|
|
2023
Q2 | $931K | Buy |
2,885
+188
| +7% | +$60.6K | 0.67% | 37 |
|
|
2023
Q1 | $882K | Buy |
2,697
+122
| +5% | +$39.9K | 0.7% | 36 |
|
|
2022
Q4 | $884K | Buy |
2,575
+609
| +31% | +$209K | 0.7% | 38 |
|
|
2022
Q3 | $576K | Buy |
1,966
+623
| +46% | +$183K | 0.51% | 40 |
|
|
2022
Q2 | $399K | Buy |
1,343
+544
| +68% | +$162K | 0.35% | 48 |
|
|
2022
Q1 | $264K | Buy |
799
+200
| +33% | +$66.1K | 0.21% | 70 |
|
|
2021
Q4 | $229K | Buy |
+599
| New | +$229K | 0.16% | 83 |
|