RDWM
Red Door Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $898K | Buy |
1,269
+351
| +38% | +$248K | 0.11% | 109 |
|
|
2025
Q1 | $501K | Buy |
918
+60
| +7% | +$32.8K | 0.07% | 137 |
|
|
2024
Q4 | $491K | Sell |
858
-55
| -6% | -$31.5K | 0.08% | 136 |
|
|
2024
Q3 | $452K | Buy |
913
+147
| +19% | +$72.8K | 0.08% | 135 |
|
|
2024
Q2 | $346K | Sell |
766
-291
| -28% | -$132K | 0.06% | 149 |
|
|
2024
Q1 | $442K | Sell |
1,057
-407
| -28% | -$170K | 0.09% | 125 |
|
|
2023
Q4 | $565K | Sell |
1,464
-91
| -6% | -$35.1K | 0.12% | 105 |
|
|
2023
Q3 | $503K | Buy |
1,555
+85
| +6% | +$27.5K | 0.13% | 107 |
|
|
2023
Q2 | $474K | Buy |
1,470
+314
| +27% | +$101K | 0.11% | 134 |
|
|
2023
Q1 | $378K | Sell |
1,156
-70
| -6% | -$22.9K | 0.12% | 105 |
|
|
2022
Q4 | $421K | Sell |
1,226
-60
| -5% | -$20.6K | 0.14% | 100 |
|
|
2022
Q3 | $376K | Buy |
1,286
+17
| +1% | +$4.97K | 0.14% | 95 |
|
|
2022
Q2 | $376K | Buy |
1,269
+311
| +32% | +$92.1K | 0.14% | 97 |
|
|
2022
Q1 | $316K | Sell |
958
-559
| -37% | -$184K | 0.11% | 111 |
|
|
2021
Q4 | $580K | Buy |
1,517
+8
| +0.5% | +$3.06K | 0.19% | 89 |
|
|
2021
Q3 | $570K | Buy |
1,509
+20
| +1% | +$7.56K | 0.22% | 88 |
|
|
2021
Q2 | $565K | Buy |
1,489
+692
| +87% | +$263K | 0.22% | 81 |
|
|
2021
Q1 | $260K | Buy |
797
+2
| +0.3% | +$652 | 0.13% | 104 |
|
|
2020
Q4 | $210K | Buy |
+795
| New | +$210K | 0.12% | 105 |
|
|
2020
Q3 | – | Sell |
-904
| Closed | -$178K | – | 227 |
|
|
2020
Q2 | $178K | Hold |
904
| – | – | 0.13% | 105 |
|
|
2020
Q1 | $139K | Sell |
904
-559
| -38% | -$86K | 0.13% | 102 |
|
|
2019
Q4 | $360K | Buy |
+1,463
| New | +$360K | 0.32% | 70 |
|