SW
SkyOak Wealth’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Hold |
378
| – | – | 0.05% | 191 |
|
|
2025
Q1 | $206K | Hold |
378
| – | – | 0.05% | 225 |
|
|
2024
Q4 | $216K | Buy |
+378
| New | +$216K | 0.05% | 229 |
|
|
2021
Q4 | – | Sell |
-688
| Closed | -$260K | – | 250 |
|
|
2021
Q3 | $260K | Hold |
688
| – | – | 0.07% | 195 |
|
|
2021
Q2 | $261K | Hold |
688
| – | – | 0.07% | 189 |
|
|
2021
Q1 | $240K | Buy |
+688
| New | +$240K | 0.07% | 195 |
|