MSWM
Mowery & Schoenfeld Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.6K | Hold |
56
| – | – | 0.06% | 125 |
|
|
2025
Q1 | $30.6K | Hold |
56
| – | – | 0.06% | 170 |
|
|
2024
Q4 | $32.1K | Sell |
56
-69
| -55% | -$39.5K | 0.06% | 142 |
|
|
2024
Q3 | $61.9K | Hold |
125
| – | – | 0.1% | 87 |
|
|
2024
Q2 | $56.5K | Buy |
+125
| New | +$56.5K | 0.08% | 90 |
|