AE 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 | $58.1M | Buy |
82,137
+5,977
| +8% | +$4.23M | 0.42% | 56 |
|
|
2025
Q1 | $41.6M | Buy |
76,160
+5,119
| +7% | +$2.8M | 0.35% | 74 |
|
|
2024
Q4 | $40.7M | Buy |
71,041
+3,305
| +5% | +$1.89M | 0.35% | 68 |
|
|
2024
Q3 | $33.5M | Buy |
67,736
+8,905
| +15% | +$4.41M | 0.3% | 84 |
|
|
2024
Q2 | $26.6M | Buy |
58,831
+5,643
| +11% | +$2.55M | 0.27% | 89 |
|
|
2024
Q1 | $22.2M | Buy |
53,188
+1,314
| +3% | +$549K | 0.25% | 101 |
|
|
2023
Q4 | $19.6M | Buy |
51,874
+11,079
| +27% | +$4.19M | 0.1% | 231 |
|
|
2023
Q3 | $13.2M | Buy |
40,795
+4,826
| +13% | +$1.56M | 0.08% | 310 |
|
|
2023
Q2 | $11.6M | Buy |
35,969
+6,572
| +22% | +$2.12M | 0.07% | 342 |
|
|
2023
Q1 | $9.62M | Sell |
29,397
-2,443
| -8% | -$799K | 0.06% | 350 |
|
|
2022
Q4 | $10.9M | Sell |
31,840
-6,021
| -16% | -$2.07M | 0.08% | 299 |
|
|
2022
Q3 | $11.1M | Buy |
37,861
+499
| +1% | +$146K | 0.09% | 241 |
|
|
2022
Q2 | $11.1M | Sell |
37,362
-2,953
| -7% | -$877K | 0.09% | 255 |
|
|
2022
Q1 | $13.3M | Buy |
40,315
+1,959
| +5% | +$647K | 0.09% | 231 |
|
|
2021
Q4 | $14.7M | Buy |
38,356
+952
| +3% | +$364K | 0.1% | 201 |
|
|
2021
Q3 | $14.1M | Buy |
37,404
+3,346
| +10% | +$1.26M | 0.12% | 190 |
|
|
2021
Q2 | $12.9M | Buy |
34,058
+1,535
| +5% | +$583K | 0.11% | 181 |
|
|
2021
Q1 | $10.6M | Sell |
32,523
-2,039
| -6% | -$667K | 0.11% | 190 |
|
|
2020
Q4 | $9.11M | Buy |
34,562
+7,571
| +28% | +$2M | 0.1% | 198 |
|
|
2020
Q3 | $5.42M | Buy |
26,991
+5,435
| +25% | +$1.09M | 0.08% | 220 |
|
|
2020
Q2 | $4.26M | Buy |
21,556
+17,350
| +413% | +$3.43M | 0.07% | 247 |
|
|
2020
Q1 | $650K | Buy |
4,206
+2,790
| +197% | +$431K | 0.01% | 603 |
|
|
2019
Q4 | $326K | Buy |
1,416
+235
| +20% | +$54.1K | 0.01% | 869 |
|
|
2019
Q3 | $245K | Sell |
1,181
-263
| -18% | -$54.6K | 0.01% | 857 |
|
|
2019
Q2 | $295K | Buy |
1,444
+201
| +16% | +$41.1K | 0.01% | 756 |
|
|
2019
Q1 | $239K | Buy |
+1,243
| New | +$239K | 0.02% | 541 |
|