PWP
Perfromance Wealth Partners’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.8M | Buy |
133,940
+3,124
| +2% | +$2.21M | 3.03% | 7 |
|
|
2025
Q1 | $71.5M | Buy |
130,816
+8,777
| +7% | +$4.79M | 2.55% | 8 |
|
|
2024
Q4 | $69.9M | Buy |
122,039
+2,539
| +2% | +$1.45M | 2.25% | 8 |
|
|
2024
Q3 | $59.2M | Buy |
119,500
+4,804
| +4% | +$2.38M | 2.04% | 11 |
|
|
2024
Q2 | $51.9M | Buy |
114,696
+38,996
| +52% | +$17.6M | 1.91% | 11 |
|
|
2024
Q1 | $31.6M | Buy |
75,700
+1,868
| +3% | +$780K | 1.33% | 11 |
|
|
2023
Q4 | $28.5M | Sell |
73,832
-4,927
| -6% | -$1.9M | 1.25% | 11 |
|
|
2023
Q3 | $25.5M | Sell |
78,759
-2,271
| -3% | -$735K | 1.24% | 12 |
|
|
2023
Q2 | $25.9M | Sell |
81,030
-3,338
| -4% | -$1.07M | 1.19% | 12 |
|
|
2023
Q1 | $27.6M | Sell |
84,368
-3,041
| -3% | -$995K | 1.41% | 12 |
|
|
2022
Q4 | $30M | Sell |
87,409
-1,094
| -1% | -$376K | 1.81% | 12 |
|
|
2022
Q3 | $25.9M | Buy |
88,503
+4,371
| +5% | +$1.28M | 1.5% | 11 |
|
|
2022
Q2 | $25M | Sell |
84,132
-5,153
| -6% | -$1.53M | 1.4% | 13 |
|
|
2022
Q1 | $29.5M | Buy |
89,285
+10,399
| +13% | +$3.43M | 1.28% | 14 |
|
|
2021
Q4 | $30.2M | Buy |
+78,886
| New | +$30.2M | 1.22% | 16 |
|