TW
TritonPoint Wealth’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
2,533
+154
| +6% | +$109K | 0.17% | 120 |
|
|
2025
Q1 | $1.3M | Buy |
2,379
+200
| +9% | +$109K | 0.12% | 137 |
|
|
2024
Q4 | $1.25M | Buy |
2,179
+121
| +6% | +$69.3K | 0.11% | 135 |
|
|
2024
Q3 | $1.03M | Buy |
+2,058
| New | +$1.03M | 0.09% | 148 |
|
|
2024
Q2 | – | Sell |
-1,571
| Closed | -$556K | – | 330 |
|
|
2024
Q1 | $556K | Buy |
1,571
+101
| +7% | +$35.8K | 0.06% | 190 |
|
|
2023
Q4 | $567K | Buy |
+1,470
| New | +$567K | 0.06% | 202 |
|