RWMH
Riverpoint Wealth Management Holdings’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $846K | Buy |
1,195
+5
| +0.4% | +$3.54K | 0.2% | 30 |
|
|
2025
Q1 | $650K | Buy |
1,190
+5
| +0.4% | +$2.73K | 0.17% | 34 |
|
|
2024
Q4 | $678K | Sell |
1,185
-60
| -5% | -$34.3K | 0.18% | 32 |
|
|
2024
Q3 | $616K | Buy |
1,245
+7
| +0.6% | +$3.47K | 0.16% | 36 |
|
|
2024
Q2 | $560K | Buy |
1,238
+6
| +0.5% | +$2.71K | 0.16% | 37 |
|
|
2024
Q1 | $514K | Buy |
1,232
+8
| +0.7% | +$3.34K | 0.14% | 37 |
|
|
2023
Q4 | $472K | Hold |
1,224
| – | – | 0.14% | 36 |
|
|
2023
Q3 | $396K | Hold |
1,224
| – | – | 0.13% | 35 |
|
|
2023
Q2 | $395K | Hold |
1,224
| – | – | 0.13% | 37 |
|
|
2023
Q1 | $401K | Hold |
1,224
| – | – | 0.14% | 35 |
|
|
2022
Q4 | $420K | Sell |
1,224
-150
| -11% | -$51.5K | 0.16% | 34 |
|
|
2022
Q3 | $403K | Hold |
1,374
| – | – | 0.17% | 33 |
|
|
2022
Q2 | $408K | Hold |
1,374
| – | – | 0.16% | 33 |
|
|
2022
Q1 | $454K | Hold |
1,374
| – | – | 0.16% | 34 |
|
|
2021
Q4 | $526K | Sell |
1,374
-537
| -28% | -$206K | 0.18% | 32 |
|
|
2021
Q3 | $722K | Sell |
1,911
-146
| -7% | -$55.2K | 0.25% | 28 |
|
|
2021
Q2 | $781K | Buy |
2,057
+211
| +11% | +$80.1K | 0.22% | 44 |
|
|
2021
Q1 | $604K | Sell |
1,846
-4
| -0.2% | -$1.31K | 0.18% | 48 |
|
|
2020
Q4 | $488K | Buy |
1,850
+2
| +0.1% | +$528 | 0.15% | 55 |
|
|
2020
Q3 | $371K | Buy |
1,848
+343
| +23% | +$68.9K | 0.13% | 60 |
|
|
2020
Q2 | $297K | Hold |
1,505
| – | – | 0.12% | 61 |
|
|
2020
Q1 | $233K | Hold |
1,505
| – | – | 0.11% | 61 |
|
|
2019
Q4 | $346K | Hold |
1,505
| – | – | 0.14% | 58 |
|
|
2019
Q3 | $312K | Sell |
1,505
-5
| -0.3% | -$1.04K | 0.14% | 55 |
|
|
2019
Q2 | $309K | Hold |
1,510
| – | – | 0.14% | 54 |
|
|
2019
Q1 | $290K | Sell |
1,510
-111
| -7% | -$21.3K | 0.14% | 53 |
|
|
2018
Q4 | $272K | Buy |
1,621
+49
| +3% | +$8.22K | 0.15% | 53 |
|
|
2018
Q3 | $353K | Buy |
1,572
+7
| +0.4% | +$1.57K | 0.18% | 44 |
|
|
2018
Q2 | $345K | Buy |
1,565
+22
| +1% | +$4.85K | 0.19% | 40 |
|
|
2018
Q1 | $389K | Buy |
+1,543
| New | +$389K | 0.24% | 30 |
|