Bartlett & Co 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 | $1.99M | Sell |
2,809
-84
| -3% | -$59.5K | 0.03% | 198 |
|
|
2025
Q1 | $1.58M | Buy |
2,893
+301
| +12% | +$164K | 0.02% | 214 |
|
|
2024
Q4 | $1.48M | Sell |
2,592
-70
| -3% | -$40.1K | 0.02% | 218 |
|
|
2024
Q3 | $1.32M | Sell |
2,662
-20
| -0.7% | -$9.9K | 0.02% | 230 |
|
|
2024
Q2 | $1.21M | Sell |
2,682
-393
| -13% | -$178K | 0.02% | 235 |
|
|
2024
Q1 | $1.28M | Sell |
3,075
-1,537
| -33% | -$642K | 0.02% | 242 |
|
|
2023
Q4 | $1.78M | Buy |
4,612
+1,270
| +38% | +$491K | 0.03% | 213 |
|
|
2023
Q3 | $1.08M | Sell |
3,342
-35
| -1% | -$11.3K | 0.02% | 255 |
|
|
2023
Q2 | $1.09M | Buy |
3,377
+2,065
| +157% | +$666K | 0.02% | 263 |
|
|
2023
Q1 | $429K | Sell |
1,312
-19
| -1% | -$6.22K | 0.01% | 300 |
|
|
2022
Q4 | $457K | Sell |
1,331
-13
| -1% | -$4.47K | 0.01% | 302 |
|
|
2022
Q3 | $394K | Sell |
1,344
-5
| -0.4% | -$1.47K | 0.01% | 303 |
|
|
2022
Q2 | $401K | Buy |
1,349
+14
| +1% | +$4.16K | 0.01% | 299 |
|
|
2022
Q1 | $441K | Buy |
1,335
+57
| +4% | +$18.8K | 0.01% | 307 |
|
|
2021
Q4 | $489K | Buy |
1,278
+302
| +31% | +$116K | 0.01% | 299 |
|
|
2021
Q3 | $369K | Buy |
976
+22
| +2% | +$8.32K | 0.01% | 285 |
|
|
2021
Q2 | $362K | Hold |
954
| – | – | 0.01% | 283 |
|
|
2021
Q1 | $312K | Hold |
954
| – | – | 0.01% | 296 |
|
|
2020
Q4 | $252K | Buy |
954
+11
| +1% | +$2.9K | 0.01% | 306 |
|
|
2020
Q3 | $190K | Hold |
943
| – | – | ﹤0.01% | 316 |
|
|
2020
Q2 | $186K | Hold |
943
| – | – | ﹤0.01% | 319 |
|
|
2020
Q1 | $146K | Sell |
943
-85
| -8% | -$13.1K | ﹤0.01% | 319 |
|
|
2019
Q4 | $236K | Hold |
1,028
| – | – | 0.01% | 315 |
|
|
2019
Q3 | $213K | Buy |
1,028
+422
| +70% | +$87.5K | 0.01% | 324 |
|
|
2019
Q2 | $124K | Hold |
606
| – | – | ﹤0.01% | 303 |
|
|
2019
Q1 | $116K | Hold |
606
| – | – | ﹤0.01% | 300 |
|
|
2018
Q4 | $101K | Sell |
606
-200
| -25% | -$33.4K | ﹤0.01% | 312 |
|
|
2018
Q3 | $181K | Buy |
806
+200
| +33% | +$44.8K | 0.01% | 265 |
|
|
2018
Q2 | $134K | Hold |
606
| – | – | 0.01% | 297 |
|
|
2018
Q1 | $153K | Buy |
+606
| New | +$153K | 0.01% | 278 |
|