SWC
Spectrum Wealth Counsel’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $11.2M | Buy |
20,443
+92
| +0.5% | +$50.3K | 1.34% | 21 |
|
|
2024
Q4 | $11.7M | Sell |
20,351
-68
| -0.3% | -$38.9K | 1.37% | 21 |
|
|
2024
Q3 | $10.1M | Buy |
20,419
+2,086
| +11% | +$1.03M | 1.19% | 24 |
|
|
2024
Q2 | $8.29M | Sell |
18,333
-561
| -3% | -$254K | 1.05% | 27 |
|
|
2024
Q1 | $7.89M | Buy |
18,894
+18,707
| +10,004% | +$7.81M | 0.97% | 30 |
|
|
2023
Q4 | $72.1K | Buy |
+187
| New | +$72.1K | 0.01% | 175 |
|