TCWA
Turtle Creek Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $742K | Buy |
+1,049
| New | +$742K | 0.09% | 132 |
|
|
2024
Q4 | – | Sell |
-706
| Closed | -$350K | – | 108 |
|
|
2024
Q3 | $350K | Buy |
706
+140
| +25% | +$69.3K | 0.07% | 124 |
|
|
2024
Q2 | $256K | Buy |
+566
| New | +$256K | 0.06% | 132 |
|
|
2024
Q1 | – | Sell |
-516
| Closed | -$199K | – | 458 |
|
|
2023
Q4 | $199K | Buy |
+516
| New | +$199K | 0.06% | 147 |
|