TW
Transform Wealth’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $20.9M | Buy |
38,187
+4,864
| +15% | +$2.66M | 1.26% | 16 |
|
|
2024
Q4 | $19.1M | Buy |
33,323
+2,258
| +7% | +$1.29M | 1.06% | 18 |
|
|
2024
Q3 | $15.4M | Buy |
31,065
+399
| +1% | +$198K | 1.02% | 19 |
|
|
2024
Q2 | $13.9M | Buy |
30,666
+1,171
| +4% | +$530K | 1.04% | 21 |
|
|
2024
Q1 | $12.3M | Buy |
29,495
+100
| +0.3% | +$41.8K | 1.17% | 21 |
|
|
2023
Q4 | $11.3M | Sell |
29,395
-414
| -1% | -$160K | 1.11% | 23 |
|
|
2023
Q3 | $9.65M | Buy |
29,809
+177
| +0.6% | +$57.3K | 1.02% | 26 |
|
|
2023
Q2 | $9.56M | Buy |
29,632
+145
| +0.5% | +$46.8K | 0.86% | 34 |
|
|
2023
Q1 | $9.65M | Buy |
29,487
+160
| +0.5% | +$52.3K | 0.91% | 34 |
|
|
2022
Q4 | $10.1M | Sell |
29,327
-376
| -1% | -$129K | 1.13% | 26 |
|
|
2022
Q3 | $8.7M | Buy |
29,703
+709
| +2% | +$208K | 1.13% | 24 |
|
|
2022
Q2 | $8.61M | Sell |
28,994
-58
| -0.2% | -$17.2K | 1.28% | 24 |
|
|
2022
Q1 | $9.59M | Buy |
29,052
+863
| +3% | +$285K | 1.08% | 28 |
|
|
2021
Q4 | $10.8M | Sell |
28,189
-914
| -3% | -$350K | 1.13% | 24 |
|
|
2021
Q3 | $11M | Sell |
29,103
-193
| -0.7% | -$73K | 1.26% | 19 |
|
|
2021
Q2 | $11.1M | Buy |
29,296
+16,186
| +123% | +$6.14M | 1.36% | 17 |
|
|
2021
Q1 | $4.29M | Buy |
13,110
+593
| +5% | +$194K | 0.86% | 41 |
|
|
2020
Q4 | $3.3M | Sell |
12,517
-16,063
| -56% | -$4.24M | 0.69% | 49 |
|
|
2020
Q3 | $5.74M | Buy |
28,580
+1,024
| +4% | +$206K | 0.93% | 41 |
|
|
2020
Q2 | $5.45M | Buy |
+27,556
| New | +$5.45M | 0.93% | 39 |
|
|
2018
Q1 | – | Sell |
-1,450
| Closed | -$369K | – | 245 |
|
|
2017
Q4 | $369K | Buy |
1,450
+50
| +4% | +$12.7K | 0.07% | 202 |
|
|
2017
Q3 | $332K | Hold |
1,400
| – | – | 0.12% | 176 |
|
|
2017
Q2 | $311K | Sell |
1,400
-28
| -2% | -$6.22K | 0.35% | 52 |
|
|
2017
Q1 | $328K | Buy |
1,428
+28
| +2% | +$6.43K | 0.12% | 174 |
|
|
2016
Q4 | $335K | Hold |
1,400
| – | – | 0.13% | 170 |
|
|
2016
Q3 | $226K | Sell |
1,400
-310
| -18% | -$50K | 0.1% | 185 |
|
|
2016
Q2 | $254K | Buy |
+1,710
| New | +$254K | 0.11% | 187 |
|