WCA
Westover Capital Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.43M | Buy |
11,907
+72
| +0.6% | +$51K | 1.68% | 17 |
|
|
2025
Q1 | $6.47M | Buy |
11,835
+1,070
| +10% | +$585K | 1.44% | 17 |
|
|
2024
Q4 | $6.16M | Buy |
10,765
+485
| +5% | +$278K | 1.36% | 17 |
|
|
2024
Q3 | $5.09M | Buy |
10,280
+5,283
| +106% | +$2.62M | 0.98% | 22 |
|
|
2024
Q2 | $2.26M | Sell |
4,997
-108
| -2% | -$48.9K | 0.58% | 43 |
|
|
2024
Q1 | $2.13M | Sell |
5,105
-247
| -5% | -$103K | 0.62% | 46 |
|
|
2023
Q4 | $2.06M | Sell |
5,352
-73
| -1% | -$28.2K | 0.67% | 43 |
|
|
2023
Q3 | $1.76M | Sell |
5,425
-237
| -4% | -$76.7K | 0.64% | 43 |
|
|
2023
Q2 | $1.83M | Sell |
5,662
-562
| -9% | -$181K | 0.63% | 44 |
|
|
2023
Q1 | $2.04M | Sell |
6,224
-378
| -6% | -$124K | 0.75% | 38 |
|
|
2022
Q4 | $2.27M | Sell |
6,602
-65
| -1% | -$22.3K | 0.9% | 32 |
|
|
2022
Q3 | $1.95M | Sell |
6,667
-17
| -0.3% | -$4.98K | 0.75% | 40 |
|
|
2022
Q2 | $1.99M | Sell |
6,684
-114
| -2% | -$33.9K | 0.73% | 40 |
|
|
2022
Q1 | $2.24M | Sell |
6,798
-52
| -0.8% | -$17.2K | 0.7% | 40 |
|
|
2021
Q4 | $2.62M | Buy |
6,850
+778
| +13% | +$298K | 0.76% | 39 |
|
|
2021
Q3 | $2.3M | Buy |
6,072
+722
| +13% | +$273K | 0.72% | 42 |
|
|
2021
Q2 | $2.03M | Buy |
5,350
+1,466
| +38% | +$556K | 0.65% | 46 |
|
|
2021
Q1 | $1.27M | Sell |
3,884
-7
| -0.2% | -$2.29K | 0.44% | 62 |
|
|
2020
Q4 | $1.03M | Sell |
3,891
-33
| -0.8% | -$8.7K | 0.37% | 68 |
|
|
2020
Q3 | $789K | Sell |
3,924
-8,875
| -69% | -$1.78M | 0.32% | 71 |
|
|
2020
Q2 | $2.53M | Sell |
12,799
-6,014
| -32% | -$1.19M | 1.19% | 26 |
|
|
2020
Q1 | $2.91M | Sell |
18,813
-2,423
| -11% | -$375K | 1.57% | 22 |
|
|
2019
Q4 | $4.88M | Sell |
21,236
-186
| -0.9% | -$42.8K | 2.18% | 14 |
|
|
2019
Q3 | $4.44M | Sell |
21,422
-48
| -0.2% | -$9.95K | 2.1% | 16 |
|
|
2019
Q2 | $4.39M | Sell |
21,470
-33
| -0.2% | -$6.75K | 2.17% | 13 |
|
|
2019
Q1 | $4.13M | Buy |
21,503
+604
| +3% | +$116K | 2.14% | 10 |
|
|
2018
Q4 | $3.49M | Buy |
20,899
+15,146
| +263% | +$2.53M | 2.18% | 9 |
|
|
2018
Q3 | $1.29M | Sell |
5,753
-7
| -0.1% | -$1.57K | 0.65% | 52 |
|
|
2018
Q2 | $1.27M | Sell |
5,760
-3,372
| -37% | -$743K | 0.68% | 48 |
|
|
2018
Q1 | $2.3M | Sell |
9,132
-846
| -8% | -$213K | 1.25% | 33 |
|
|
2017
Q4 | $2.54M | Sell |
9,978
-299
| -3% | -$76.2K | 1.4% | 24 |
|
|
2017
Q3 | $2.44M | Sell |
10,277
-1,417
| -12% | -$336K | 1.43% | 23 |
|
|
2017
Q2 | $2.6M | Sell |
11,694
-345
| -3% | -$76.6K | 1.71% | 23 |
|
|
2017
Q1 | $2.77M | Sell |
12,039
-1,477
| -11% | -$339K | 1.84% | 21 |
|
|
2016
Q4 | $3.24M | Sell |
13,516
-276
| -2% | -$66.1K | 2.32% | 14 |
|
|
2016
Q3 | $2.22M | Buy |
13,792
+3,812
| +38% | +$615K | 1.65% | 24 |
|
|
2016
Q2 | $1.48M | Buy |
+9,980
| New | +$1.48M | 1.22% | 30 |
|