SWA
Sax Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Buy |
1,353
+21
| +2% | +$14.9K | 0.06% | 179 |
|
|
2025
Q1 | $728K | Buy |
1,332
+316
| +31% | +$173K | 0.05% | 173 |
|
|
2024
Q4 | $582K | Buy |
1,016
+15
| +1% | +$8.59K | 0.05% | 177 |
|
|
2024
Q3 | $495K | Buy |
1,001
+153
| +18% | +$75.7K | 0.04% | 158 |
|
|
2024
Q2 | $383K | Buy |
+848
| New | +$383K | 0.04% | 175 |
|