SWM
Scissortail Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Hold |
500
| – | – | 0.09% | 84 |
|
|
2025
Q1 | $273K | Hold |
500
| – | – | 0.07% | 92 |
|
|
2024
Q4 | $286K | Buy |
500
+498
| +24,900% | +$285K | 0.07% | 100 |
|
|
2024
Q3 | $277K | Sell |
2
-557
| -100% | -$77.1M | 0.07% | 102 |
|
|
2024
Q2 | $253K | Hold |
559
| – | – | 0.06% | 103 |
|
|
2024
Q1 | $233K | Sell |
559
-50
| -8% | -$20.9K | 0.06% | 103 |
|
|
2023
Q4 | $232K | Buy |
+609
| New | +$232K | 0.07% | 141 |
|
|
2023
Q1 | – | Sell |
-550
| Closed | -$204K | – | 79 |
|
|
2022
Q4 | $204K | Buy |
+550
| New | +$204K | 0.12% | 112 |
|
|
2022
Q3 | – | Sell |
-500
| Closed | -$191K | – | 107 |
|
|
2022
Q2 | $191K | Buy |
+500
| New | +$191K | 0.07% | 84 |
|
|
2022
Q1 | – | Sell |
-500
| Closed | -$191K | – | 108 |
|
|
2021
Q4 | $191K | Buy |
+500
| New | +$191K | 0.07% | 84 |
|