Wealth Enhancement Advisory Services’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.6M | Buy |
118,312
+20,304
| +21% | +$14.7M | 0.14% | 143 |
|
|
2025
Q1 | $53.5M | Sell |
98,008
-48,126
| -33% | -$26.3M | 0.1% | 197 |
|
|
2024
Q4 | $83.7M | Buy |
146,134
+54,353
| +59% | +$31.1M | 0.16% | 127 |
|
|
2024
Q3 | $45.4M | Sell |
91,781
-25,866
| -22% | -$12.8M | 0.1% | 205 |
|
|
2024
Q2 | $53.2M | Buy |
117,647
+12,256
| +12% | +$5.54M | 0.13% | 164 |
|
|
2024
Q1 | $44M | Sell |
105,391
-1,143
| -1% | -$477K | 0.11% | 182 |
|
|
2023
Q4 | $41.1M | Buy |
106,534
+7,986
| +8% | +$3.08M | 0.12% | 172 |
|
|
2023
Q3 | $31.9M | Buy |
+98,548
| New | +$31.9M | 0.1% | 199 |
|
|
2023
Q2 | – | Sell |
-725
| Closed | -$237K | – | 539 |
|
|
2023
Q1 | $237K | Buy |
+725
| New | +$237K | ﹤0.01% | 480 |
|
|
2021
Q2 | – | Sell |
-4,716
| Closed | -$1.54M | – | 289 |
|
|
2021
Q1 | $1.54M | Buy |
4,716
+83
| +2% | +$27.1K | 0.03% | 153 |
|
|
2020
Q4 | $1.4M | Sell |
4,633
-8,300
| -64% | -$2.5M | 0.03% | 134 |
|
|
2020
Q3 | $2.77M | Buy |
+12,933
| New | +$2.77M | 0.07% | 90 |
|
|
2020
Q2 | – | Sell |
-10,555
| Closed | -$1.97M | – | 228 |
|
|
2020
Q1 | $1.97M | Buy |
+10,555
| New | +$1.97M | 0.07% | 110 |
|
|
2019
Q2 | – | Sell |
-5,248
| Closed | -$1.07M | – | 225 |
|
|
2019
Q1 | $1.07M | Sell |
5,248
-6,749
| -56% | -$1.38M | 0.06% | 133 |
|
|
2018
Q4 | $2.43M | Buy |
11,997
+3,796
| +46% | +$769K | 0.15% | 53 |
|
|
2018
Q3 | $1.72M | Buy |
+8,201
| New | +$1.72M | 0.1% | 74 |
|
|
2017
Q2 | – | Sell |
-3,280
| Closed | -$743K | – | 163 |
|
|
2017
Q1 | $743K | Buy |
+3,280
| New | +$743K | 0.08% | 131 |
|