OWA
One Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $753K | Sell |
1,064
-34
| -3% | -$24.1K | 0.1% | 114 |
|
|
2025
Q1 | $600K | Buy |
1,098
+438
| +66% | +$239K | 0.09% | 133 |
|
|
2024
Q4 | $378K | Sell |
660
-198
| -23% | -$113K | 0.06% | 159 |
|
|
2024
Q3 | $425K | Buy |
858
+2
| +0.2% | +$990 | 0.07% | 153 |
|
|
2024
Q2 | $420K | Sell |
856
-14
| -2% | -$6.86K | 0.09% | 125 |
|
|
2024
Q1 | $363K | Buy |
+870
| New | +$363K | 0.06% | 159 |
|
|
2023
Q1 | – | Sell |
-289
| Closed | -$99.2K | – | 356 |
|
|
2022
Q4 | $99.2K | Sell |
289
-547
| -65% | -$188K | 0.02% | 294 |
|
|
2022
Q3 | $245K | Buy |
+836
| New | +$245K | 0.08% | 139 |
|
|
2018
Q4 | – | Sell |
-41
| Closed | -$9K | – | 254 |
|
|
2018
Q3 | $9K | Buy |
41
+5
| +14% | +$1.1K | 0.01% | 355 |
|
|
2018
Q2 | $8K | Sell |
36
-952
| -96% | -$212K | 0.01% | 352 |
|
|
2018
Q1 | $249K | Sell |
988
-617
| -38% | -$155K | 0.22% | 93 |
|
|
2017
Q4 | $409K | Buy |
+1,605
| New | +$409K | 0.33% | 42 |
|