WAOTB
Wealth Advisors of Tampa Bay’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.09M | Sell |
11,429
-339
| -3% | -$240K | 3.05% | 6 |
|
|
2025
Q1 | $6.43M | Buy |
11,768
+270
| +2% | +$147K | 2.61% | 7 |
|
|
2024
Q4 | $6.58M | Sell |
11,498
-7
| -0.1% | -$4.01K | 2.82% | 7 |
|
|
2024
Q3 | $5.7M | Sell |
11,505
-72
| -0.6% | -$35.6K | 2.38% | 8 |
|
|
2024
Q2 | $5.24M | Buy |
11,577
+15
| +0.1% | +$6.79K | 2.44% | 9 |
|
|
2024
Q1 | $4.83M | Sell |
11,562
-238
| -2% | -$99.4K | 2.29% | 12 |
|
|
2023
Q4 | $4.55M | Sell |
11,800
-12,250
| -51% | -$4.73M | 2.29% | 14 |
|
|
2023
Q3 | $7.78M | Buy |
24,050
+11,875
| +98% | +$3.84M | 2.14% | 14 |
|
|
2023
Q2 | $3.93M | Sell |
12,175
-6
| -0% | -$1.94K | 2.15% | 17 |
|
|
2023
Q1 | $3.98M | Buy |
12,181
+365
| +3% | +$119K | 2.28% | 12 |
|
|
2022
Q4 | $4.06M | Buy |
11,816
+1,174
| +11% | +$403K | 2.51% | 13 |
|
|
2022
Q3 | $3.12M | Sell |
10,642
-10,592
| -50% | -$3.1M | 2.14% | 18 |
|
|
2022
Q2 | $6.31M | Buy |
21,234
+294
| +1% | +$87.3K | 1.95% | 21 |
|
|
2022
Q1 | $6.92M | Buy |
20,940
+948
| +5% | +$313K | 1.87% | 22 |
|
|
2021
Q4 | $7.65M | Buy |
19,992
+10,561
| +112% | +$4.04M | 1.88% | 15 |
|
|
2021
Q3 | $3.57M | Sell |
9,431
-985
| -9% | -$372K | 1.97% | 15 |
|
|
2021
Q2 | $3.95M | Sell |
10,416
-262
| -2% | -$99.4K | 2.2% | 11 |
|
|
2021
Q1 | $3.49M | Sell |
10,678
-8
| -0.1% | -$2.62K | 2.07% | 13 |
|
|
2020
Q4 | $2.82M | Buy |
10,686
+50
| +0.5% | +$13.2K | 1.96% | 17 |
|
|
2020
Q3 | $2.14M | Buy |
+10,636
| New | +$2.14M | 1.59% | 28 |
|