RWA Wealth Partners’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8M | Buy |
11,309
+744
| +7% | +$527K | 0.1% | 117 |
|
2025
Q1 | $5.77M | Sell |
10,565
-532
| -5% | -$291K | 0.07% | 139 |
|
2024
Q4 | $6.35M | Sell |
11,097
-609
| -5% | -$349K | 0.08% | 136 |
|
2024
Q3 | $5.8M | Buy |
11,706
+295
| +3% | +$146K | 0.07% | 140 |
|
2024
Q2 | $5.16M | Buy |
11,411
+379
| +3% | +$171K | 0.07% | 140 |
|
2024
Q1 | $4.61M | Buy |
11,032
+50
| +0.5% | +$20.9K | 0.06% | 156 |
|
2023
Q4 | $4.24M | Buy |
10,982
+5,277
| +92% | +$2.04M | 0.06% | 147 |
|
2023
Q3 | $1.85M | Buy |
5,705
+267
| +5% | +$86.4K | 0.04% | 142 |
|
2023
Q2 | $1.75M | Buy |
+5,438
| New | +$1.75M | 0.04% | 139 |
|
2019
Q2 | – | Sell |
-1,707
| Closed | -$328K | – | 233 |
|
2019
Q1 | $328K | Hold |
1,707
| – | – | 0.04% | 180 |
|
2018
Q4 | $285K | Sell |
1,707
-750
| -31% | -$125K | 0.04% | 181 |
|
2018
Q3 | $551K | Sell |
2,457
-7
| -0.3% | -$1.57K | 0.06% | 140 |
|
2018
Q2 | $543K | Sell |
2,464
-360
| -13% | -$79.3K | 0.06% | 151 |
|
2018
Q1 | $711K | Sell |
2,824
-4,112
| -59% | -$1.04M | 0.09% | 121 |
|
2017
Q4 | $1.77M | Sell |
6,936
-139
| -2% | -$35.4K | 0.2% | 97 |
|
2017
Q3 | $1.68M | Buy |
7,075
+2,400
| +51% | +$569K | 0.19% | 99 |
|
2017
Q2 | $1.04M | Sell |
4,675
-21
| -0.4% | -$4.66K | 0.13% | 100 |
|
2017
Q1 | $1.08M | Buy |
+4,696
| New | +$1.08M | 0.14% | 99 |
|