PWM
Prentice Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32M | Buy |
4,691
+127
| +3% | +$89.9K | 0.87% | 20 |
|
|
2025
Q1 | $2.49M | Sell |
4,564
-359
| -7% | -$196K | 0.72% | 23 |
|
|
2024
Q4 | $2.82M | Sell |
4,923
-8
| -0.2% | -$4.58K | 0.82% | 20 |
|
|
2024
Q3 | $2.44M | Sell |
4,931
-37
| -0.7% | -$18.3K | 0.73% | 22 |
|
|
2024
Q2 | $2.25M | Sell |
4,968
-36
| -0.7% | -$16.3K | 0.73% | 22 |
|
|
2024
Q1 | $2.09M | Buy |
5,004
+18
| +0.4% | +$7.52K | 0.73% | 22 |
|
|
2023
Q4 | $1.92M | Sell |
4,986
-265
| -5% | -$102K | 0.75% | 19 |
|
|
2023
Q3 | $1.7M | Sell |
5,251
-37
| -0.7% | -$12K | 0.77% | 19 |
|
|
2023
Q2 | $1.71M | Buy |
5,288
+26
| +0.5% | +$8.39K | 0.77% | 17 |
|
|
2023
Q1 | $1.72M | Sell |
5,262
-282
| -5% | -$92.2K | 0.82% | 16 |
|
|
2022
Q4 | $1.9M | Sell |
5,544
-56
| -1% | -$19.2K | 0.96% | 16 |
|
|
2022
Q3 | $1.64M | Buy |
5,600
+74
| +1% | +$21.7K | 0.9% | 14 |
|
|
2022
Q2 | $1.64M | Buy |
5,526
+134
| +2% | +$39.8K | 1.67% | 7 |
|
|
2022
Q1 | $1.78M | Buy |
5,392
+9
| +0.2% | +$2.97K | 0.86% | 14 |
|
|
2021
Q4 | $2.06M | Sell |
5,383
-21
| -0.4% | -$8.04K | 0.96% | 14 |
|
|
2021
Q3 | $2.04M | Buy |
5,404
+96
| +2% | +$36.3K | 0.99% | 14 |
|
|
2021
Q2 | $2.02M | Buy |
5,308
+46
| +0.9% | +$17.5K | 1.03% | 14 |
|
|
2021
Q1 | $1.72M | Buy |
+5,262
| New | +$1.72M | 0.96% | 14 |
|