TWA
TCI Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Hold |
1,074
| – | – | 0.05% | 113 |
|
|
2025
Q1 | $587K | Sell |
1,074
-283
| -21% | -$155K | 0.05% | 115 |
|
|
2024
Q4 | $777K | Sell |
1,357
-33
| -2% | -$18.9K | 0.06% | 93 |
|
|
2024
Q3 | $688K | Buy |
1,390
+6
| +0.4% | +$2.97K | 0.06% | 102 |
|
|
2024
Q2 | $626K | Sell |
1,384
-4
| -0.3% | -$1.81K | 0.06% | 106 |
|
|
2024
Q1 | $580K | Hold |
1,388
| – | – | 0.06% | 111 |
|
|
2023
Q4 | $535K | Sell |
1,388
-23
| -2% | -$8.87K | 0.06% | 110 |
|
|
2023
Q3 | $457K | Buy |
1,411
+18
| +1% | +$5.82K | 0.06% | 115 |
|
|
2023
Q2 | $449K | Buy |
1,393
+2
| +0.1% | +$645 | 0.06% | 120 |
|
|
2023
Q1 | $455K | Buy |
1,391
+134
| +11% | +$43.8K | 0.06% | 114 |
|
|
2022
Q4 | $432K | Sell |
1,257
-142
| -10% | -$48.8K | 0.06% | 110 |
|
|
2022
Q3 | $410K | Buy |
1,399
+171
| +14% | +$50.1K | 0.07% | 105 |
|
|
2022
Q2 | $365K | Buy |
1,228
+34
| +3% | +$10.1K | 0.06% | 121 |
|
|
2022
Q1 | $394K | Sell |
1,194
-323
| -21% | -$107K | 0.06% | 116 |
|
|
2021
Q4 | $580K | Buy |
1,517
+637
| +72% | +$244K | 0.09% | 90 |
|
|
2021
Q3 | $333K | Buy |
880
+212
| +32% | +$80.2K | 0.05% | 126 |
|
|
2021
Q2 | $254K | Buy |
668
+39
| +6% | +$14.8K | 0.04% | 148 |
|
|
2021
Q1 | $206K | Buy |
629
+96
| +18% | +$31.4K | 0.09% | 146 |
|
|
2020
Q4 | $141K | Buy |
533
+7
| +1% | +$1.85K | 0.06% | 170 |
|
|
2020
Q3 | $106K | Hold |
526
| – | – | 0.04% | 185 |
|
|
2020
Q2 | $104K | Sell |
526
-19
| -3% | -$3.76K | 0.04% | 192 |
|
|
2020
Q1 | $84K | Sell |
545
-23
| -4% | -$3.55K | 0.04% | 220 |
|
|
2019
Q4 | $131K | Buy |
568
+30
| +6% | +$6.92K | 0.05% | 216 |
|
|
2019
Q3 | $111K | Sell |
538
-25
| -4% | -$5.16K | 0.05% | 193 |
|
|
2019
Q2 | $115K | Sell |
563
-28
| -5% | -$5.72K | 0.05% | 195 |
|
|
2019
Q1 | $113K | Buy |
591
+15
| +3% | +$2.87K | 0.05% | 213 |
|
|
2018
Q4 | $96K | Sell |
576
-23
| -4% | -$3.83K | 0.05% | 214 |
|
|
2018
Q3 | $134K | Buy |
599
+55
| +10% | +$12.3K | 0.06% | 189 |
|
|
2018
Q2 | $120K | Buy |
544
+24
| +5% | +$5.29K | 0.05% | 196 |
|
|
2018
Q1 | $131K | Sell |
520
-25
| -5% | -$6.3K | 0.06% | 186 |
|
|
2017
Q4 | $139K | Buy |
545
+25
| +5% | +$6.38K | 0.06% | 194 |
|
|
2017
Q3 | $123K | Buy |
520
+124
| +31% | +$29.3K | 0.06% | 182 |
|
|
2017
Q2 | $88K | Hold |
396
| – | – | 0.04% | 216 |
|
|
2017
Q1 | $91K | Sell |
396
-150
| -27% | -$34.5K | 0.05% | 222 |
|
|
2016
Q4 | $131K | Buy |
546
+150
| +38% | +$36K | 0.07% | 193 |
|
|
2016
Q3 | $64K | Sell |
396
-108
| -21% | -$17.5K | 0.03% | 269 |
|
|
2016
Q2 | $75K | Buy |
504
+100
| +25% | +$14.9K | 0.04% | 247 |
|
|
2016
Q1 | $63K | Sell |
404
-19
| -4% | -$2.96K | 0.03% | 265 |
|
|
2015
Q4 | $76K | Buy |
423
+126
| +42% | +$22.6K | 0.04% | 241 |
|
|
2015
Q3 | $52K | Hold |
297
| – | – | 0.03% | 274 |
|
|
2015
Q2 | $62K | Buy |
297
+193
| +186% | +$40.3K | 0.04% | 253 |
|
|
2015
Q1 | $20K | Hold |
104
| – | – | 0.01% | 353 |
|
|
2014
Q4 | $20K | Hold |
104
| – | – | 0.01% | 350 |
|
|
2014
Q3 | $19K | Hold |
104
| – | – | 0.01% | 338 |
|
|
2014
Q2 | $17K | Buy |
104
+6
| +6% | +$981 | 0.01% | 367 |
|
|
2014
Q1 | $16K | Hold |
98
| – | – | 0.01% | 347 |
|
|
2013
Q4 | $17K | Hold |
98
| – | – | 0.01% | 351 |
|
|
2013
Q3 | $16K | Hold |
98
| – | – | 0.01% | 312 |
|
|
2013
Q2 | $15K | Buy |
+98
| New | +$15K | 0.01% | 326 |
|