49 Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
1,729
+193
| +13% | +$137K | 0.13% | 50 |
|
|
2025
Q1 | $839K | Buy |
1,536
+450
| +41% | +$246K | 0.1% | 68 |
|
|
2024
Q4 | $622K | Buy |
1,086
+64
| +6% | +$36.7K | 0.09% | 72 |
|
|
2024
Q3 | $506K | Sell |
1,022
-37
| -3% | -$18.3K | 0.08% | 82 |
|
|
2024
Q2 | $491K | Buy |
1,059
+314
| +42% | +$146K | 0.1% | 83 |
|
|
2024
Q1 | $308K | Buy |
745
+11
| +1% | +$4.55K | 0.07% | 85 |
|
|
2023
Q4 | $283K | Buy |
+734
| New | +$283K | 0.07% | 87 |
|