SWA
SOA Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
1,521
-32
| -2% | -$22.6K | 0.2% | 75 |
|
|
2025
Q1 | $848K | Buy |
1,553
+5
| +0.3% | +$2.73K | 0.18% | 79 |
|
|
2024
Q4 | $887K | Buy |
1,548
+3
| +0.2% | +$1.72K | 0.16% | 81 |
|
|
2024
Q3 | $765K | Buy |
1,545
+3
| +0.2% | +$1.49K | 0.15% | 83 |
|
|
2024
Q2 | $697K | Sell |
1,542
-9
| -0.6% | -$4.07K | 0.14% | 89 |
|
|
2024
Q1 | $648K | Sell |
1,551
-1
| -0.1% | -$418 | 0.13% | 85 |
|
|
2023
Q4 | $599K | Buy |
1,552
+12
| +0.8% | +$4.63K | 0.13% | 86 |
|
|
2023
Q3 | $498K | Buy |
1,540
+123
| +9% | +$39.8K | 0.12% | 95 |
|
|
2023
Q2 | $457K | Buy |
1,417
+11
| +0.8% | +$3.55K | 0.11% | 104 |
|
|
2023
Q1 | $460K | Buy |
1,406
+17
| +1% | +$5.56K | 0.11% | 98 |
|
|
2022
Q4 | $477K | Sell |
1,389
-3
| -0.2% | -$1.03K | 0.13% | 91 |
|
|
2022
Q3 | $407K | Buy |
1,392
+5
| +0.4% | +$1.46K | 0.12% | 94 |
|
|
2022
Q2 | $412K | Buy |
1,387
+166
| +14% | +$49.3K | 0.12% | 96 |
|
|
2022
Q1 | $403K | Buy |
1,221
+3
| +0.2% | +$990 | 0.1% | 112 |
|
|
2021
Q4 | $469K | Buy |
1,218
+654
| +116% | +$252K | 0.11% | 102 |
|
|
2021
Q3 | $213K | Buy |
564
+30
| +6% | +$11.3K | 0.05% | 149 |
|
|
2021
Q2 | $202K | Buy |
534
+45
| +9% | +$17K | 0.05% | 152 |
|
|
2021
Q1 | $160K | Sell |
489
-7
| -1% | -$2.29K | 0.04% | 155 |
|
|
2020
Q4 | $151K | Buy |
+496
| New | +$151K | 0.04% | 152 |
|