QPWM
Quadrant Private Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
2,961
+349
| +13% | +$247K | 0.43% | 66 |
|
|
2025
Q1 | $1.43M | Buy |
2,612
+68
| +3% | +$37.1K | 0.36% | 77 |
|
|
2024
Q4 | $1.46M | Buy |
2,544
+32
| +1% | +$18.3K | 0.36% | 74 |
|
|
2024
Q3 | $1.24M | Buy |
2,512
+173
| +7% | +$85.7K | 0.31% | 82 |
|
|
2024
Q2 | $1.06M | Buy |
2,339
+91
| +4% | +$41.2K | 0.24% | 89 |
|
|
2024
Q1 | $939K | Sell |
2,248
-366
| -14% | -$153K | 0.24% | 91 |
|
|
2023
Q4 | $1.01M | Buy |
2,614
+107
| +4% | +$41.3K | 0.28% | 82 |
|
|
2023
Q3 | $811K | Buy |
2,507
+12
| +0.5% | +$3.88K | 0.27% | 81 |
|
|
2023
Q2 | $805K | Buy |
2,495
+1
| +0% | +$323 | 0.23% | 97 |
|
|
2023
Q1 | $816K | Sell |
2,494
-16
| -0.6% | -$5.24K | 0.25% | 92 |
|
|
2022
Q4 | $862K | Buy |
+2,510
| New | +$862K | 0.29% | 87 |
|
|
2022
Q2 | $748K | Buy |
2,517
+11
| +0.4% | +$3.27K | 0.31% | 75 |
|
|
2022
Q1 | $827K | Sell |
2,506
-98
| -4% | -$32.3K | 0.31% | 77 |
|
|
2021
Q4 | $996K | Buy |
2,604
+1
| +0% | +$382 | 0.37% | 69 |
|
|
2021
Q3 | $984K | Buy |
2,603
+49
| +2% | +$18.5K | 0.41% | 66 |
|
|
2021
Q2 | $969K | Buy |
2,554
+28
| +1% | +$10.6K | 0.39% | 65 |
|
|
2021
Q1 | $826K | Sell |
2,526
-1,648
| -39% | -$539K | 0.36% | 72 |
|
|
2020
Q4 | $1.1M | Sell |
4,174
-788
| -16% | -$208K | 0.49% | 58 |
|
|
2020
Q3 | $997K | Buy |
4,962
+107
| +2% | +$21.5K | 0.5% | 51 |
|
|
2020
Q2 | $959K | Buy |
4,855
+443
| +10% | +$87.5K | 0.55% | 47 |
|
|
2020
Q1 | $682K | Buy |
4,412
+1,680
| +61% | +$260K | 0.57% | 47 |
|
|
2019
Q4 | $628K | Buy |
2,732
+48
| +2% | +$11K | 0.56% | 43 |
|
|
2019
Q3 | $556K | Hold |
2,684
| – | – | 0.51% | 50 |
|
|
2019
Q2 | $549K | Hold |
2,684
| – | – | 0.5% | 52 |
|
|
2019
Q1 | $515K | Buy |
2,684
+166
| +7% | +$31.9K | 0.47% | 50 |
|
|
2018
Q4 | $421K | Buy |
2,518
+1,250
| +99% | +$209K | 0.45% | 60 |
|
|
2018
Q3 | $284K | Buy |
1,268
+267
| +27% | +$59.8K | 0.25% | 77 |
|
|
2018
Q2 | $221K | Buy |
+1,001
| New | +$221K | 0.22% | 83 |
|