Ascent Wealth Partners’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.67M | Buy |
|
|||||
|
2025
Q2 | $5.04M | Sell |
|
|||||
|
2025
Q1 | $3.93M | Buy |
|
|||||
|
2024
Q4 | $3.98M | Sell |
|
|||||
|
2024
Q3 | $3.46M | Buy |
|
|||||
|
2024
Q2 | $3.15M | Sell |
|
|||||
|
2024
Q1 | $2.91M | Buy |
|
|||||
|
2023
Q4 | $2.51M | Sell |
|
|||||
|
2023
Q3 | $2.15M | Buy |
|
|||||
|
2023
Q2 | $2.06M | Buy |
|
|||||
|
2023
Q1 | $2.01M | Buy |
|
|||||
|
2022
Q4 | $2.05M | Buy |
|
|||||
|
2022
Q3 | $1.66M | Sell |
|
|||||
|
2022
Q2 | $1.84M | Buy |
|
|||||
|
2022
Q1 | $1.75M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $1.01M | Buy |
|
|||||
|
2019
Q3 | $887K | Sell |
|
|||||
|
2019
Q2 | $889K | Buy |
|
|||||
|
2019
Q1 | $809K | Buy |
|
|||||
|
2018
Q4 | $617K | Sell |
|
|||||
|
2018
Q3 | $1.26M | Buy |
|
|||||
|
2018
Q2 | $1.21M | Buy |
|
|||||
|
2018
Q1 | $1.37M | Buy |
|
|||||
|
2017
Q4 | $1.34M | Sell |
|
|||||
|
2017
Q3 | $1.26M | Buy |
|
|||||
|
2017
Q2 | $1.17M | Buy |
|
|||||
|
2017
Q1 | $1.02M | Buy |
|
|||||
|
2016
Q4 | $937K | Buy |
|
|||||
|
2016
Q3 | $231K | Hold |
|
|||||
|
2016
Q2 | $213K | Hold |
|
|||||
|
2016
Q1 | $225K | Buy |
|
|||||
|
2015
Q4 | $252K | Sell |
|
|||||
|
2015
Q3 | $250K | Sell |
|
|||||
|
2015
Q2 | $301K | Buy |
|
|||||
|
2015
Q1 | $268K | Buy |
|
|||||
|
2014
Q4 | $250K | Buy |
|