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