Sound View Wealth Advisors Group’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
1,464
+126
| +9% | +$89.2K | 0.08% | 183 |
|
|
2025
Q1 | $731K | Sell |
1,338
-119
| -8% | -$65K | 0.06% | 213 |
|
|
2024
Q4 | $834K | Buy |
1,457
+24
| +2% | +$13.7K | 0.07% | 203 |
|
|
2024
Q3 | $709K | Buy |
1,433
+348
| +32% | +$172K | 0.06% | 221 |
|
|
2024
Q2 | $491K | Buy |
1,085
+36
| +3% | +$16.3K | 0.05% | 235 |
|
|
2024
Q1 | $438K | Sell |
1,049
-70
| -6% | -$29.2K | 0.05% | 254 |
|
|
2023
Q4 | $432K | Buy |
1,119
+181
| +19% | +$69.8K | 0.05% | 255 |
|
|
2023
Q3 | $304K | Buy |
938
+216
| +30% | +$69.9K | 0.04% | 284 |
|
|
2023
Q2 | $233K | Buy |
722
+76
| +12% | +$24.5K | 0.03% | 323 |
|
|
2023
Q1 | $211K | Sell |
646
-473
| -42% | -$155K | 0.03% | 340 |
|
|
2022
Q4 | $432K | Buy |
+1,119
| New | +$432K | 0.05% | 255 |
|