WAM
Worth Asset Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,944
| Closed | -$1.78M | – | 142 |
|
|
2024
Q2 | $1.78M | Buy |
+3,944
| New | +$1.78M | 1.06% | 23 |
|
|
2023
Q3 | – | Sell |
-70
| Closed | -$22.6K | – | 219 |
|
|
2023
Q2 | $22.6K | Hold |
70
| – | – | 0.02% | 232 |
|
|
2023
Q1 | $22.9K | Hold |
70
| – | – | 0.02% | 252 |
|
|
2022
Q4 | $24K | Hold |
70
| – | – | 0.02% | 248 |
|
|
2022
Q3 | $21K | Sell |
70
-40
| -36% | -$12K | 0.02% | 217 |
|
|
2022
Q2 | $33K | Hold |
110
| – | – | 0.02% | 245 |
|
|
2022
Q1 | $33K | Buy |
+110
| New | +$33K | 0.02% | 255 |
|