WJWM
Williams Jones Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.3M | Buy |
62,545
+513
| +0.8% | +$363K | 0.53% | 46 |
|
|
2025
Q1 | $33.9M | Buy |
62,032
+4,472
| +8% | +$2.44M | 0.43% | 51 |
|
|
2024
Q4 | $33M | Buy |
57,560
+2,067
| +4% | +$1.18M | 0.4% | 50 |
|
|
2024
Q3 | $27.5M | Buy |
55,493
+4,179
| +8% | +$2.07M | 0.32% | 58 |
|
|
2024
Q2 | $23.2M | Buy |
51,314
+42,718
| +497% | +$19.3M | 0.29% | 64 |
|
|
2024
Q1 | $3.59M | Buy |
8,596
+1,279
| +17% | +$534K | 0.05% | 148 |
|
|
2023
Q4 | $2.82M | Sell |
7,317
-792
| -10% | -$306K | 0.04% | 161 |
|
|
2023
Q3 | $2.62M | Sell |
8,109
-1,000
| -11% | -$324K | 0.04% | 166 |
|
|
2023
Q2 | $2.94M | Sell |
9,109
-180
| -2% | -$58.1K | 0.04% | 164 |
|
|
2023
Q1 | $3.04M | Sell |
9,289
-203
| -2% | -$66.4K | 0.05% | 162 |
|
|
2022
Q4 | $3.26M | Sell |
9,492
-131
| -1% | -$45K | 0.05% | 157 |
|
|
2022
Q3 | $2.82M | Buy |
9,623
+130
| +1% | +$38.1K | 0.05% | 169 |
|
|
2022
Q2 | $2.82M | Buy |
9,493
+584
| +7% | +$173K | 0.05% | 181 |
|
|
2022
Q1 | $2.94M | Buy |
8,909
+473
| +6% | +$156K | 0.04% | 173 |
|
|
2021
Q4 | $3.23M | Sell |
8,436
-390
| -4% | -$149K | 0.04% | 164 |
|
|
2021
Q3 | $3.34M | Sell |
8,826
-235
| -3% | -$88.8K | 0.05% | 160 |
|
|
2021
Q2 | $3.44M | Buy |
9,061
+652
| +8% | +$247K | 0.05% | 164 |
|
|
2021
Q1 | $2.75M | Buy |
8,409
+499
| +6% | +$163K | 0.04% | 170 |
|
|
2020
Q4 | $2.09M | Buy |
7,910
+307
| +4% | +$81K | 0.03% | 177 |
|
|
2020
Q3 | $1.53M | Buy |
7,603
+985
| +15% | +$198K | 0.03% | 179 |
|
|
2020
Q2 | $1.31M | Sell |
6,618
-845
| -11% | -$167K | 0.03% | 181 |
|
|
2020
Q1 | $1.15M | Hold |
7,463
| – | – | 0.03% | 163 |
|
|
2019
Q4 | $1.72M | Buy |
7,463
+500
| +7% | +$115K | 0.03% | 169 |
|
|
2019
Q3 | $1.44M | Buy |
+6,963
| New | +$1.44M | 0.03% | 174 |
|