OWA
Octavia Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Sell |
803
-32
| -4% | -$22.6K | 0.06% | 105 |
|
|
2025
Q1 | $456K | Sell |
835
-11
| -1% | -$6.01K | 0.06% | 129 |
|
|
2024
Q4 | $484K | Sell |
846
-33
| -4% | -$18.9K | 0.06% | 122 |
|
|
2024
Q3 | $435K | Sell |
879
-9
| -1% | -$4.46K | 0.05% | 130 |
|
|
2024
Q2 | $402K | Sell |
888
-32
| -3% | -$14.5K | 0.05% | 138 |
|
|
2024
Q1 | $384K | Sell |
920
-52
| -5% | -$21.7K | 0.06% | 145 |
|
|
2023
Q4 | $375K | Sell |
972
-4
| -0.4% | -$1.54K | 0.07% | 147 |
|
|
2023
Q3 | $316K | Buy |
976
+114
| +13% | +$36.9K | 0.06% | 138 |
|
|
2023
Q2 | $278K | Sell |
862
-25
| -3% | -$8.06K | 0.06% | 149 |
|
|
2023
Q1 | $290K | Buy |
887
+115
| +15% | +$37.6K | 0.07% | 134 |
|
|
2022
Q4 | $265K | Buy |
772
+19
| +3% | +$6.52K | 0.07% | 151 |
|
|
2022
Q3 | $221K | Buy |
753
+39
| +5% | +$11.4K | 0.06% | 153 |
|
|
2022
Q2 | $211K | Sell |
714
-5
| -0.7% | -$1.48K | 0.06% | 160 |
|
|
2022
Q1 | $237K | Buy |
719
+63
| +10% | +$20.8K | 0.05% | 165 |
|
|
2021
Q4 | $251K | Buy |
+656
| New | +$251K | 0.05% | 171 |
|
|
2021
Q3 | – | Sell |
-538
| Closed | -$204K | – | 187 |
|
|
2021
Q2 | $204K | Buy |
+538
| New | +$204K | 0.05% | 160 |
|