Schwarz Dygos Wheeler Investment Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.03M | Hold |
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|
2025
Q2 | $914K | Buy |
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|
2025
Q1 | $704K | Buy |
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|
2024
Q4 | $735K | Buy |
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|
2024
Q3 | $474K | Hold |
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|
2024
Q2 | $433K | Hold |
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|
2024
Q1 | $400K | Sell |
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|
2023
Q4 | $385K | Buy |
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|
2023
Q3 | $315K | Hold |
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|
2023
Q2 | $314K | Hold |
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|
2023
Q1 | $318K | Sell |
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|
2022
Q4 | $337K | Hold |
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|
2022
Q3 | $288K | Sell |
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|
2022
Q2 | $308K | Buy |
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|
2022
Q1 | $336K | Buy |
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|
2021
Q4 | $375K | Buy |
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|
2021
Q3 | $345K | Sell |
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|
2021
Q2 | $356K | Sell |
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|
2021
Q1 | $420K | Buy |
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|
2020
Q4 | $316K | Buy |
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|
2020
Q3 | $216K | Hold |
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|
2020
Q2 | $224K | Buy |
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