Bartlett & Co Wealth Management’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 | $2.13M | Sell |
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|
2025
Q2 | $1.99M | Sell |
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|
2025
Q1 | $1.58M | Buy |
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|
2024
Q4 | $1.48M | Sell |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.78M | Buy |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $429K | Sell |
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|
2022
Q4 | $457K | Sell |
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|
2022
Q3 | $394K | Sell |
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|
2022
Q2 | $401K | Buy |
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|
2022
Q1 | $441K | Buy |
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|
2021
Q4 | $489K | Buy |
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|
2021
Q3 | $369K | Buy |
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|
2021
Q2 | $362K | Hold |
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|
2021
Q1 | $312K | Hold |
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|
2020
Q4 | $252K | Buy |
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|
2020
Q3 | $190K | Hold |
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|
2020
Q2 | $186K | Hold |
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|
2020
Q1 | $146K | Sell |
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|
2019
Q4 | $236K | Hold |
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|
2019
Q3 | $213K | Buy |
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|
2019
Q2 | $124K | Hold |
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|
2019
Q1 | $116K | Hold |
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|
2018
Q4 | $101K | Sell |
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|
2018
Q3 | $181K | Buy |
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|
2018
Q2 | $134K | Hold |
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|
2018
Q1 | $153K | Buy |
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