W Advisors LLC’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$497K Hold
2025
Q2
$441K Hold
2025
Q1
$341K Sell
2024
Q4
$364K Hold
2024
Q3
$315K Hold
2024
Q2
$288K Hold
2024
Q1
$266K Buy
2023
Q4
$245K Buy
2023
Q3
$205K Hold
2023
Q2
$205K Buy
2023
Q1
$208K Hold
2022
Q4
$218K Buy
2022
Q2
Sell
2022
Q1
$210K Buy
2021
Q4
$221K Buy