W Advisors LLC’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$441K Hold
624
0.25% 76
2025
Q1
$341K Sell
624
-13
-2% -$7.1K 0.21% 89
2024
Q4
$364K Hold
637
0.23% 86
2024
Q3
$315K Hold
637
0.19% 91
2024
Q2
$288K Hold
637
0.19% 94
2024
Q1
$266K Buy
637
+1
+0.2% +$417 0.18% 94
2023
Q4
$245K Buy
636
+1
+0.2% +$385 0.18% 93
2023
Q3
$205K Hold
635
0.17% 97
2023
Q2
$205K Buy
635
+1
+0.2% +$322 0.16% 100
2023
Q1
$208K Hold
634
0.17% 98
2022
Q4
$218K Buy
+634
New +$218K 0.18% 101
2022
Q2
Sell
-634
Closed -$210K 110
2022
Q1
$210K Buy
634
+56
+10% +$18.5K 0.16% 104
2021
Q4
$221K Buy
+578
New +$221K 0.16% 92