SPW
Sonoma Private Wealth’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $773K | Sell |
1,092
-18
| -2% | -$12.7K | 0.95% | 28 |
|
|
2025
Q1 | $606K | Buy |
1,110
+146
| +15% | +$79.8K | 0.84% | 35 |
|
|
2024
Q4 | $552K | Sell |
964
-5
| -0.5% | -$2.86K | 0.89% | 39 |
|
|
2024
Q3 | $480K | Sell |
969
-57
| -6% | -$28.2K | 0.75% | 47 |
|
|
2024
Q2 | $464K | Sell |
1,026
-15
| -1% | -$6.79K | 0.75% | 43 |
|
|
2024
Q1 | $435K | Sell |
1,041
-8
| -0.8% | -$3.34K | 0.7% | 51 |
|
|
2023
Q4 | $405K | Buy |
+1,049
| New | +$405K | 0.67% | 51 |
|