SWA
SFMG Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
+321
| New | +$227K | 0.02% | 245 |
|
|
2020
Q1 | – | Sell |
-1,679
| Closed | -$386K | – | 157 |
|
|
2019
Q4 | $386K | Buy |
1,679
+3
| +0.2% | +$690 | 0.05% | 116 |
|
|
2019
Q3 | $347K | Buy |
1,676
+3
| +0.2% | +$621 | 0.05% | 109 |
|
|
2019
Q2 | $372K | Buy |
1,673
+2
| +0.1% | +$445 | 0.05% | 106 |
|
|
2019
Q1 | $321K | Buy |
1,671
+2
| +0.1% | +$384 | 0.05% | 109 |
|
|
2018
Q4 | $279K | Buy |
1,669
+475
| +40% | +$79.4K | 0.05% | 109 |
|
|
2018
Q3 | $274K | Sell |
1,194
-1
| -0.1% | -$229 | 0.04% | 105 |
|
|
2018
Q2 | $264K | Buy |
1,195
+2
| +0.2% | +$442 | 0.04% | 113 |
|
|
2018
Q1 | $301K | Hold |
1,193
| – | – | 0.05% | 105 |
|
|
2017
Q4 | $304K | Buy |
1,193
+1
| +0.1% | +$255 | 0.05% | 105 |
|
|
2017
Q3 | $283K | Buy |
1,192
+4
| +0.3% | +$950 | 0.06% | 100 |
|
|
2017
Q2 | $264K | Buy |
1,188
+30
| +3% | +$6.67K | 0.05% | 103 |
|
|
2017
Q1 | $266K | Buy |
1,158
+1
| +0.1% | +$230 | 0.05% | 99 |
|
|
2016
Q4 | $277K | Buy |
+1,157
| New | +$277K | 0.06% | 93 |
|
|
2015
Q3 | – | Sell |
-1,063
| Closed | -$222K | – | 122 |
|
|
2015
Q2 | $222K | Sell |
1,063
-1,951
| -65% | -$407K | 0.05% | 104 |
|
|
2015
Q1 | $567K | Buy |
3,014
+1,844
| +158% | +$347K | 0.05% | 92 |
|
|
2014
Q4 | $227K | Buy |
+1,170
| New | +$227K | 0.05% | 106 |
|