MW
MBL Wealth’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
2,079
-86
| -4% | -$60.9K | 0.14% | 83 |
|
|
2025
Q1 | $1.18M | Buy |
2,165
+95
| +5% | +$51.9K | 0.12% | 82 |
|
|
2024
Q4 | $1.19M | Sell |
2,070
-142
| -6% | -$81.3K | 0.12% | 85 |
|
|
2024
Q3 | $1.1M | Buy |
2,212
+3
| +0.1% | +$1.49K | 0.12% | 88 |
|
|
2024
Q2 | $999K | Sell |
2,209
-225
| -9% | -$102K | 0.11% | 89 |
|
|
2024
Q1 | $1.02M | Sell |
2,434
-262
| -10% | -$109K | 0.12% | 85 |
|
|
2023
Q4 | $1.04M | Buy |
2,696
+2
| +0.1% | +$772 | 0.13% | 80 |
|
|
2023
Q3 | $872K | Sell |
2,694
-139
| -5% | -$45K | 0.12% | 79 |
|
|
2023
Q2 | $914K | Buy |
2,833
+50
| +2% | +$16.1K | 0.13% | 75 |
|
|
2023
Q1 | $910K | Buy |
2,783
+49
| +2% | +$16K | 0.14% | 70 |
|
|
2022
Q4 | $939K | Buy |
2,734
+13
| +0.5% | +$4.47K | 0.18% | 67 |
|
|
2022
Q3 | $797K | Buy |
2,721
+64
| +2% | +$18.7K | 0.17% | 71 |
|
|
2022
Q2 | $789K | Buy |
2,657
+260
| +11% | +$77.2K | 0.2% | 69 |
|
|
2022
Q1 | $791K | Buy |
+2,397
| New | +$791K | 0.19% | 72 |
|
|
2021
Q1 | $698K | Buy |
2,133
+190
| +10% | +$62.2K | 0.24% | 64 |
|
|
2020
Q4 | $512K | Buy |
+1,943
| New | +$512K | 0.2% | 72 |
|