WKWM
Walter & Keenan Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Sell |
618
-1
| -0.2% | -$708 | 0.13% | 112 |
|
|
2025
Q1 | $338K | Buy |
619
+68
| +12% | +$37.2K | 0.1% | 123 |
|
|
2024
Q4 | $316K | Buy |
551
+5
| +0.9% | +$2.87K | 0.1% | 123 |
|
|
2024
Q3 | $270K | Sell |
546
-10
| -2% | -$4.95K | 0.08% | 133 |
|
|
2024
Q2 | $251K | Buy |
+556
| New | +$251K | 0.08% | 133 |
|
|
2018
Q2 | – | Sell |
-900
| Closed | -$227K | – | 177 |
|
|
2018
Q1 | $227K | Hold |
900
| – | – | 0.1% | 158 |
|
|
2017
Q4 | $229K | Hold |
900
| – | – | 0.1% | 160 |
|
|
2017
Q3 | $213K | Buy |
+900
| New | +$213K | 0.1% | 154 |
|