TBWA
Three Bridge Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Sell |
392
-252
| -39% | -$178K | 0.07% | 95 |
|
|
2025
Q1 | $352K | Hold |
644
| – | – | 0.12% | 66 |
|
|
2024
Q4 | $369K | Hold |
644
| – | – | 0.13% | 69 |
|
|
2024
Q3 | $319K | Hold |
644
| – | – | 0.12% | 69 |
|
|
2024
Q2 | $291K | Hold |
644
| – | – | 0.12% | 68 |
|
|
2024
Q1 | $269K | Hold |
644
| – | – | 0.11% | 79 |
|
|
2023
Q4 | $248K | Hold |
644
| – | – | 0.09% | 81 |
|
|
2023
Q3 | $208K | Hold |
644
| – | – | 0.09% | 91 |
|
|
2023
Q2 | $208K | Hold |
644
| – | – | 0.09% | 89 |
|
|
2023
Q1 | $211K | Buy |
+644
| New | +$211K | 0.1% | 86 |
|