PWS
Precision Wealth Strategies’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759K | Buy |
+1,073
| New | +$759K | 0.25% | 75 |
|
|
2023
Q2 | – | Sell |
-636
| Closed | -$208K | – | 68 |
|
|
2023
Q1 | $208K | Sell |
636
-38
| -6% | -$12.4K | 0.33% | 65 |
|
|
2022
Q4 | $231K | Sell |
674
-2,011
| -75% | -$691K | 0.24% | 82 |
|
|
2022
Q3 | $883K | Sell |
2,685
-247
| -8% | -$81.2K | 0.78% | 22 |
|
|
2022
Q2 | $851K | Buy |
2,932
+267
| +10% | +$77.5K | 0.67% | 24 |
|
|
2022
Q1 | $880K | Buy |
2,665
+659
| +33% | +$218K | 0.52% | 38 |
|
|
2021
Q4 | $767K | Buy |
2,006
+294
| +17% | +$112K | 0.55% | 43 |
|
|
2021
Q3 | $647K | Buy |
1,712
+742
| +76% | +$280K | 0.5% | 41 |
|
|
2021
Q2 | $368K | Buy |
+970
| New | +$368K | 0.32% | 65 |
|