WAAG
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Wealth Alliance Advisory Group’s Goldman Sachs GS Stock Holding History

Wealth Alliance Advisory Group’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.89M Buy
2,664
+179
+7% +$127K 0.36% 55
2025
Q1 		$1.36M Buy
2,485
+555
+29% +$303K 0.28% 67
2024
Q4 		$1.11M Sell
1,930
-120
-6% -$68.7K 0.23% 69
2024
Q3 		$1.01M Hold
2,050
– – 0.21% 74
2024
Q2 		$927K Sell
2,050
-200
-9% -$90.5K 0.21% 77
2024
Q1 		$940K Hold
2,250
– – 0.22% 71
2023
Q4 		$868K Hold
2,250
– – 0.23% 67
2023
Q3 		$728K Hold
2,250
– – 0.22% 66
2023
Q2 		$726K Hold
2,250
– – 0.26% 63
2023
Q1 		$736K Hold
2,250
– – 0.28% 59
2022
Q4 		$773K Hold
2,250
– – 0.3% 58
2022
Q3 		$659K Buy
2,250
+300
+15% +$87.9K 0.29% 55
2022
Q2 		$579K Buy
1,950
+500
+34% +$148K 0.27% 62
2022
Q1 		$479K Buy
1,450
+100
+7% +$33K 0.21% 80
2021
Q4 		$516K Buy
1,350
+100
+8% +$38.2K 0.22% 75
2021
Q3 		$473K Buy
1,250
+60
+5% +$22.7K 0.23% 70
2021
Q2 		$452K Buy
1,190
+20
+2% +$7.6K 0.22% 76
2021
Q1 		$383K Hold
1,170
– – 0.2% 85
2020
Q4 		$309K Sell
1,170
-108
-8% -$28.5K 0.17% 99
2020
Q3 		$257K Hold
1,278
– – 0.15% 98
2020
Q2 		$253K Buy
+1,278
New +$253K 0.16% 94
2020
Q1 		– Sell
-1,229
Closed -$283K – 126
2019
Q4 		$283K Buy
1,229
+2
+0.2% +$461 0.16% 96
2019
Q3 		$251K Sell
1,227
-198
-14% -$40.5K 0.16% 100
2019
Q2 		$301K Sell
1,425
-197
-12% -$41.6K 0.19% 85
2019
Q1 		$329K Buy
+1,622
New +$329K 0.21% 79
2018
Q4 		– Sell
-1,520
Closed -$341K – 129
2018
Q3 		$341K Buy
+1,520
New +$341K 0.17% 92