Badgley Phelps Wealth Managers’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 | $534K | Sell |
755
-39
| -5% | -$27.6K | 0.01% | 211 |
|
|
2025
Q1 | $434K | Buy |
794
+200
| +34% | +$109K | 0.01% | 222 |
|
|
2024
Q4 | $340K | Buy |
594
+81
| +16% | +$46.4K | 0.01% | 242 |
|
|
2024
Q3 | $254K | Hold |
513
| – | – | 0.01% | 262 |
|
|
2024
Q2 | $232K | Sell |
513
-35
| -6% | -$15.8K | 0.01% | 241 |
|
|
2024
Q1 | $229K | Sell |
548
-25
| -4% | -$10.4K | 0.01% | 237 |
|
|
2023
Q4 | $221K | Buy |
+573
| New | +$221K | 0.01% | 233 |
|
|
2023
Q1 | – | Sell |
-775
| Closed | -$266K | – | 212 |
|
|
2022
Q4 | $266K | Buy |
775
+42
| +6% | +$14.4K | 0.01% | 187 |
|
|
2022
Q3 | $215K | Sell |
733
-123
| -14% | -$36.1K | 0.01% | 184 |
|
|
2022
Q2 | $254K | Sell |
856
-160
| -16% | -$47.5K | 0.01% | 178 |
|
|
2022
Q1 | $335K | Buy |
1,016
+15
| +1% | +$4.95K | 0.01% | 173 |
|
|
2021
Q4 | $383K | Sell |
1,001
-1
| -0.1% | -$383 | 0.01% | 171 |
|
|
2021
Q3 | $379K | Buy |
+1,002
| New | +$379K | 0.01% | 168 |
|