Badgley Phelps Wealth Managers’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 | $616K | Buy |
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|
2025
Q2 | $534K | Sell |
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|
2025
Q1 | $434K | Buy |
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|
2024
Q4 | $340K | Buy |
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|
2024
Q3 | $254K | Hold |
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|
2024
Q2 | $232K | Sell |
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|
2024
Q1 | $229K | Sell |
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|
2023
Q4 | $221K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $266K | Buy |
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|
2022
Q3 | $215K | Sell |
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|
2022
Q2 | $254K | Sell |
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|
2022
Q1 | $335K | Buy |
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|
2021
Q4 | $383K | Sell |
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|
2021
Q3 | $379K | Buy |
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