PFWA
Paces Ferry Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Buy |
822
+3
| +0.4% | +$2.12K | 0.27% | 54 |
|
|
2025
Q1 | $448K | Buy |
819
+3
| +0.4% | +$1.64K | 0.22% | 65 |
|
|
2024
Q4 | $467K | Sell |
816
-1
| -0.1% | -$573 | 0.23% | 62 |
|
|
2024
Q3 | $405K | Buy |
817
+1
| +0.1% | +$495 | 0.23% | 73 |
|
|
2024
Q2 | $369K | Buy |
816
+5
| +0.6% | +$2.26K | 0.22% | 78 |
|
|
2024
Q1 | $339K | Buy |
811
+4
| +0.5% | +$1.67K | 0.22% | 77 |
|
|
2023
Q4 | $311K | Buy |
807
+9
| +1% | +$3.47K | 0.22% | 83 |
|
|
2023
Q3 | $258K | Buy |
798
+43
| +6% | +$13.9K | 0.2% | 88 |
|
|
2023
Q2 | $244K | Hold |
755
| – | – | 0.18% | 96 |
|
|
2023
Q1 | $247K | Buy |
755
+28
| +4% | +$9.16K | 0.2% | 96 |
|
|
2022
Q4 | $250K | Sell |
727
-10
| -1% | -$3.43K | 0.24% | 89 |
|
|
2022
Q3 | $216K | Buy |
737
+5
| +0.7% | +$1.47K | 0.24% | 88 |
|
|
2022
Q2 | $217K | Sell |
732
-168
| -19% | -$49.8K | 0.21% | 95 |
|
|
2022
Q1 | $297K | Buy |
900
+3
| +0.3% | +$990 | 0.24% | 83 |
|
|
2021
Q4 | $343K | Buy |
897
+3
| +0.3% | +$1.15K | 0.25% | 83 |
|
|
2021
Q3 | $338K | Hold |
894
| – | – | 0.27% | 81 |
|
|
2021
Q2 | $339K | Hold |
894
| – | – | 0.26% | 80 |
|
|
2021
Q1 | $292K | Buy |
894
+113
| +14% | +$36.9K | 0.25% | 85 |
|
|
2020
Q4 | $206K | Buy |
781
+159
| +26% | +$41.9K | 0.19% | 108 |
|
|
2020
Q3 | $125K | Buy |
+622
| New | +$125K | 0.11% | 137 |
|