NIWA
New Insight Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
3,011
+646
| +27% | +$457K | 0.88% | 28 |
|
|
2025
Q1 | $1.29M | Buy |
2,365
+189
| +9% | +$103K | 0.59% | 35 |
|
|
2024
Q4 | $1.25M | Sell |
2,176
-50
| -2% | -$28.6K | 0.62% | 31 |
|
|
2024
Q3 | $1.1M | Sell |
2,226
-95
| -4% | -$47K | 0.58% | 33 |
|
|
2024
Q2 | $1.05M | Buy |
2,321
+5
| +0.2% | +$2.26K | 0.62% | 33 |
|
|
2024
Q1 | $967K | Sell |
2,316
-41
| -2% | -$17.1K | 0.6% | 34 |
|
|
2023
Q4 | $909K | Buy |
+2,357
| New | +$909K | 0.61% | 33 |
|