TSWM
Triangle Securities Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.4M | Buy |
13,478
+6,401
| +90% | +$3.99M | 2.07% | 8 |
|
|
2025
Q1 | $3.87M | Sell |
7,077
-370
| -5% | -$202K | 0.99% | 29 |
|
|
2024
Q4 | $4.26M | Sell |
7,447
-195
| -3% | -$112K | 1.09% | 24 |
|
|
2024
Q3 | $3.78M | Sell |
7,642
-195
| -2% | -$96.5K | 0.98% | 23 |
|
|
2024
Q2 | $3.54M | Sell |
7,837
-135
| -2% | -$61.1K | 1% | 22 |
|
|
2024
Q1 | $3.33M | Sell |
7,972
-140
| -2% | -$58.5K | 0.95% | 26 |
|
|
2023
Q4 | $3.13M | Buy |
8,112
+31
| +0.4% | +$12K | 0.97% | 24 |
|
|
2023
Q3 | $2.61M | Sell |
8,081
-2
| -0% | -$647 | 0.93% | 26 |
|
|
2023
Q2 | $2.61M | Sell |
8,083
-271
| -3% | -$87.4K | 0.9% | 26 |
|
|
2023
Q1 | $2.73M | Sell |
8,354
-206
| -2% | -$67.4K | 0.98% | 25 |
|
|
2022
Q4 | $2.94M | Sell |
8,560
-173
| -2% | -$59.4K | 1.08% | 24 |
|
|
2022
Q3 | $2.56M | Buy |
8,733
+54
| +0.6% | +$15.8K | 1.05% | 25 |
|
|
2022
Q2 | $2.58M | Buy |
8,679
+95
| +1% | +$28.2K | 1% | 29 |
|
|
2022
Q1 | $2.83M | Buy |
8,584
+150
| +2% | +$49.5K | 0.95% | 29 |
|
|
2021
Q4 | $3.23M | Sell |
8,434
-264
| -3% | -$101K | 1.01% | 25 |
|
|
2021
Q3 | $3.29M | Sell |
8,698
-104
| -1% | -$39.3K | 1.12% | 22 |
|
|
2021
Q2 | $3.34M | Sell |
8,802
-243
| -3% | -$92.2K | 1.13% | 22 |
|
|
2021
Q1 | $2.96M | Sell |
9,045
-299
| -3% | -$97.8K | 1.07% | 24 |
|
|
2020
Q4 | $2.46M | Buy |
9,344
+67
| +0.7% | +$17.7K | 0.98% | 26 |
|
|
2020
Q3 | $1.86M | Buy |
9,277
+5
| +0.1% | +$1.01K | 0.84% | 33 |
|
|
2020
Q2 | $1.83M | Buy |
9,272
+537
| +6% | +$106K | 0.88% | 32 |
|
|
2020
Q1 | $1.35M | Buy |
8,735
+545
| +7% | +$84.2K | 0.78% | 44 |
|
|
2019
Q4 | $1.88M | Buy |
8,190
+262
| +3% | +$60.2K | 0.82% | 37 |
|
|
2019
Q3 | $1.64M | Buy |
7,928
+92
| +1% | +$19.1K | 0.8% | 42 |
|
|
2019
Q2 | $1.61M | Buy |
7,836
+434
| +6% | +$89.3K | 0.82% | 40 |
|
|
2019
Q1 | $1.42M | Buy |
7,402
+323
| +5% | +$62K | 0.74% | 46 |
|
|
2018
Q4 | $1.18M | Buy |
7,079
+785
| +12% | +$131K | 0.7% | 49 |
|
|
2018
Q3 | $1.41M | Sell |
6,294
-125
| -2% | -$28K | 0.75% | 47 |
|
|
2018
Q2 | $1.42M | Buy |
6,419
+295
| +5% | +$65.1K | 0.79% | 43 |
|
|
2018
Q1 | $1.54M | Sell |
6,124
-390
| -6% | -$98.2K | 0.89% | 38 |
|
|
2017
Q4 | $1.66M | Sell |
6,514
-110
| -2% | -$28K | 0.95% | 32 |
|
|
2017
Q3 | $1.57M | Sell |
6,624
-62
| -0.9% | -$14.7K | 0.93% | 35 |
|
|
2017
Q2 | $1.48M | Sell |
6,686
-180
| -3% | -$40K | 0.98% | 34 |
|
|
2017
Q1 | $1.58M | Sell |
6,866
-395
| -5% | -$90.7K | 1.01% | 34 |
|
|
2016
Q4 | $1.74M | Sell |
7,261
-102
| -1% | -$24.4K | 1.16% | 33 |
|
|
2016
Q3 | $1.19M | Buy |
7,363
+109
| +2% | +$17.6K | 0.82% | 44 |
|
|
2016
Q2 | $1.08M | Sell |
7,254
-150
| -2% | -$22.3K | 0.8% | 44 |
|
|
2016
Q1 | $1.16M | Buy |
7,404
+115
| +2% | +$18K | 0.76% | 45 |
|
|
2015
Q4 | $1.31M | Sell |
7,289
-30
| -0.4% | -$5.41K | 0.88% | 40 |
|
|
2015
Q3 | $1.27M | Sell |
7,319
-220
| -3% | -$38.2K | 0.96% | 35 |
|
|
2015
Q2 | $1.57M | Buy |
7,539
+75
| +1% | +$15.7K | 1.11% | 28 |
|
|
2015
Q1 | $1.4M | Sell |
7,464
-82
| -1% | -$15.4K | 0.97% | 35 |
|
|
2014
Q4 | $1.46M | Sell |
7,546
-225
| -3% | -$43.6K | 1.04% | 33 |
|
|
2014
Q3 | $1.43M | Hold |
7,771
| – | – | 1.1% | 27 |
|
|
2014
Q2 | $1.3M | Sell |
7,771
-1,317
| -14% | -$220K | 1% | 34 |
|
|
2014
Q1 | $1.34M | Buy |
9,088
+1,660
| +22% | +$244K | 1.2% | 29 |
|
|
2013
Q4 | $1.32M | Hold |
7,428
| – | – | 1.07% | 29 |
|
|
2013
Q3 | $1.18M | Sell |
7,428
-1,550
| -17% | -$245K | 1.02% | 34 |
|
|
2013
Q2 | $1.36M | Buy |
+8,978
| New | +$1.36M | 1% | 25 |
|