SWMP
Signature Wealth Management Partners’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
1,747
+200
| +13% | +$142K | 0.71% | 28 |
|
|
2025
Q1 | $845K | Hold |
1,547
| – | – | 0.55% | 36 |
|
|
2024
Q4 | $886K | Hold |
1,547
| – | – | 0.61% | 33 |
|
|
2024
Q3 | $766K | Hold |
1,547
| – | – | 0.55% | 39 |
|
|
2024
Q2 | $700K | Buy |
1,547
+2
| +0.1% | +$905 | 0.53% | 40 |
|
|
2024
Q1 | $645K | Sell |
1,545
-75
| -5% | -$31.3K | 0.53% | 43 |
|
|
2023
Q4 | $625K | Hold |
1,620
| – | – | 0.55% | 42 |
|
|
2023
Q3 | $524K | Hold |
1,620
| – | – | 0.51% | 45 |
|
|
2023
Q2 | $523K | Buy |
1,620
+200
| +14% | +$64.5K | 0.48% | 50 |
|
|
2023
Q1 | $464K | Buy |
1,420
+245
| +21% | +$80.1K | 0.43% | 57 |
|
|
2022
Q4 | $403K | Buy |
1,175
+200
| +21% | +$68.7K | 0.4% | 63 |
|
|
2022
Q3 | $286K | Hold |
975
| – | – | 0.31% | 73 |
|
|
2022
Q2 | $290K | Hold |
975
| – | – | 0.3% | 77 |
|
|
2022
Q1 | $322K | Hold |
975
| – | – | 0.27% | 78 |
|
|
2021
Q4 | $373K | Buy |
975
+75
| +8% | +$28.7K | 0.32% | 69 |
|
|
2021
Q3 | $340K | Hold |
900
| – | – | 0.31% | 73 |
|
|
2021
Q2 | $342K | Sell |
900
-250
| -22% | -$95K | 0.31% | 75 |
|
|
2021
Q1 | $376K | Buy |
1,150
+250
| +28% | +$81.7K | 0.36% | 66 |
|
|
2020
Q4 | $237K | Buy |
+900
| New | +$237K | 0.24% | 82 |
|