MWA
MFA Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.05M | Buy |
8,553
+4,903
| +134% | +$3.47M | 1.42% | 21 |
|
|
2025
Q1 | $1.99M | Buy |
+3,650
| New | +$1.99M | 0.49% | 35 |
|
|
2024
Q4 | – | Sell |
-1
| Closed | -$495 | – | 200 |
|
|
2024
Q3 | $495 | Sell |
1
-3
| -75% | -$1.49K | ﹤0.01% | 474 |
|
|
2024
Q2 | $1.81K | Buy |
+4
| New | +$1.81K | ﹤0.01% | 447 |
|
|
2024
Q1 | – | Sell |
-8,832
| Closed | -$3.41M | – | 91 |
|
|
2023
Q4 | $3.41M | Buy |
8,832
+357
| +4% | +$138K | 0.96% | 26 |
|
|
2023
Q3 | $2.74M | Buy |
8,475
+547
| +7% | +$177K | 0.85% | 26 |
|
|
2023
Q2 | $2.56M | Buy |
7,928
+342
| +5% | +$110K | 0.81% | 26 |
|
|
2023
Q1 | $2.48M | Buy |
7,586
+315
| +4% | +$103K | 0.82% | 25 |
|
|
2022
Q4 | $2.5M | Sell |
7,271
-86
| -1% | -$29.5K | 0.9% | 24 |
|
|
2022
Q3 | $2.16M | Buy |
7,357
+2,078
| +39% | +$609K | 0.8% | 26 |
|
|
2022
Q2 | $1.56M | Buy |
+5,279
| New | +$1.56M | 0.57% | 30 |
|
|
2020
Q3 | – | Sell |
-29
| Closed | -$5.73K | – | 106 |
|
|
2020
Q2 | $5.73K | Buy |
+29
| New | +$5.73K | ﹤0.01% | 194 |
|