RWB
RMR Wealth Builders’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Sell |
4,014
-19
| -0.5% | -$13.4K | 0.26% | 51 |
|
|
2025
Q1 | $2.2M | Buy |
4,033
+134
| +3% | +$73.2K | 0.23% | 59 |
|
|
2024
Q4 | $2.23M | Buy |
3,899
+286
| +8% | +$164K | 0.23% | 57 |
|
|
2024
Q3 | $1.79M | Buy |
3,613
+181
| +5% | +$89.6K | 0.19% | 67 |
|
|
2024
Q2 | $1.55M | Buy |
3,432
+363
| +12% | +$164K | 0.18% | 73 |
|
|
2024
Q1 | $1.28M | Buy |
3,069
+487
| +19% | +$203K | 0.16% | 82 |
|
|
2023
Q4 | $996K | Buy |
2,582
+612
| +31% | +$236K | 0.14% | 83 |
|
|
2023
Q3 | $637K | Buy |
1,970
+1,349
| +217% | +$436K | 0.1% | 108 |
|
|
2023
Q2 | $200K | Buy |
+621
| New | +$200K | 0.03% | 205 |
|
|
2021
Q2 | – | Sell |
-142
| Closed | -$46K | – | 372 |
|
|
2021
Q1 | $46K | Buy |
142
+45
| +46% | +$14.6K | 0.01% | 380 |
|
|
2020
Q4 | $26K | Buy |
+97
| New | +$26K | 0.01% | 326 |
|
|
2019
Q4 | $207K | Buy |
+901
| New | +$207K | 0.2% | 109 |
|