SWM
Sculati Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Sell |
7,587
-223
| -3% | -$158K | 2.02% | 13 |
|
|
2025
Q1 | $4.27M | Sell |
7,810
-198
| -2% | -$108K | 1.73% | 12 |
|
|
2024
Q4 | $4.59M | Sell |
8,008
-105
| -1% | -$60.1K | 1.81% | 14 |
|
|
2024
Q3 | $4.02M | Sell |
8,113
-30
| -0.4% | -$14.9K | 1.6% | 15 |
|
|
2024
Q2 | $3.68M | Sell |
8,143
-25
| -0.3% | -$11.3K | 1.57% | 17 |
|
|
2024
Q1 | $3.41M | Sell |
8,168
-21
| -0.3% | -$8.77K | 1.47% | 18 |
|
|
2023
Q4 | $3.16M | Buy |
8,189
+103
| +1% | +$39.7K | 1.47% | 17 |
|
|
2023
Q3 | $2.62M | Buy |
8,086
+78
| +1% | +$25.2K | 1.34% | 21 |
|
|
2023
Q2 | $2.58M | Buy |
8,008
+250
| +3% | +$80.6K | 1.3% | 23 |
|
|
2023
Q1 | $2.54M | Buy |
7,758
+201
| +3% | +$65.7K | 1.35% | 20 |
|
|
2022
Q4 | $2.6M | Sell |
7,557
-263
| -3% | -$90.3K | 1.46% | 18 |
|
|
2022
Q3 | $2.29M | Buy |
7,820
+155
| +2% | +$45.4K | 1.35% | 20 |
|
|
2022
Q2 | $2.28M | Buy |
7,665
+102
| +1% | +$30.3K | 1.3% | 20 |
|
|
2022
Q1 | $2.5M | Buy |
7,563
+113
| +2% | +$37.3K | 1.22% | 22 |
|
|
2021
Q4 | $2.85M | Buy |
7,450
+83
| +1% | +$31.8K | 1.38% | 22 |
|
|
2021
Q3 | $2.79M | Sell |
7,367
-10
| -0.1% | -$3.78K | 1.48% | 20 |
|
|
2021
Q2 | $2.8M | Buy |
7,377
+50
| +0.7% | +$19K | 1.48% | 18 |
|
|
2021
Q1 | $2.4M | Buy |
7,327
+2
| +0% | +$654 | 1.38% | 21 |
|
|
2020
Q4 | $1.93M | Buy |
7,325
+76
| +1% | +$20K | 1.27% | 28 |
|
|
2020
Q3 | $1.46M | Buy |
7,249
+228
| +3% | +$45.8K | 1.09% | 31 |
|
|
2020
Q2 | $1.39M | Buy |
7,021
+139
| +2% | +$27.5K | 1.17% | 32 |
|
|
2020
Q1 | $1.06M | Buy |
6,882
+483
| +8% | +$74.7K | 1.17% | 30 |
|
|
2019
Q4 | $1.47M | Buy |
+6,399
| New | +$1.47M | 1.32% | 26 |
|