PWAG
Polaris Wealth Advisory Group’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-96,965
| Closed | -$37.1M | – | 173 |
|
|
2021
Q4 | $37.1M | Buy |
96,965
+2,038
| +2% | +$780K | 2.13% | 10 |
|
|
2021
Q3 | $37.1M | Buy |
94,927
+28,460
| +43% | +$11.1M | 2.22% | 9 |
|
|
2021
Q2 | $24.9M | Buy |
66,467
+4,513
| +7% | +$1.69M | 1.48% | 26 |
|
|
2021
Q1 | $20.5M | Buy |
+61,954
| New | +$20.5M | 1.31% | 31 |
|
|
2020
Q3 | – | Sell |
-118,016
| Closed | -$23.3M | – | 166 |
|
|
2020
Q2 | $23.3M | Sell |
118,016
-13,509
| -10% | -$2.67M | 1.84% | 20 |
|
|
2020
Q1 | $20.3M | Buy |
+131,525
| New | +$20.3M | 2.21% | 20 |
|
|
2018
Q4 | – | Sell |
-12
| Closed | -$3K | – | 271 |
|
|
2018
Q3 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 471 |
|
|
2018
Q2 | – | Sell |
-12
| Closed | -$3K | – | 325 |
|
|
2018
Q1 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 422 |
|