Bay Harbor 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 | $26.8K | Buy |
38
+3
| +9% | +$2.12K | 0.01% | 120 |
|
|
2025
Q1 | $19K | Buy |
35
+6
| +21% | +$3.26K | 0.01% | 117 |
|
|
2024
Q4 | $16.4K | Buy |
29
+1
| +4% | +$566 | 0.01% | 119 |
|
|
2024
Q3 | $14.1K | Hold |
28
| – | – | ﹤0.01% | 115 |
|
|
2024
Q2 | $12.8K | Hold |
28
| – | – | ﹤0.01% | 114 |
|
|
2024
Q1 | $11.8K | Buy |
28
+1
| +4% | +$420 | ﹤0.01% | 116 |
|
|
2023
Q4 | $10.8K | Hold |
27
| – | – | ﹤0.01% | 114 |
|
|
2023
Q3 | $8.99K | Sell |
27
-1
| -4% | -$333 | ﹤0.01% | 111 |
|
|
2023
Q2 | $8.88K | Buy |
28
+1
| +4% | +$317 | ﹤0.01% | 113 |
|
|
2023
Q1 | $8.94K | Hold |
27
| – | – | ﹤0.01% | 110 |
|
|
2022
Q4 | $9K | Hold |
27
| – | – | ﹤0.01% | 132 |
|
|
2022
Q3 | $8K | Hold |
27
| – | – | ﹤0.01% | 139 |
|
|
2022
Q2 | $8K | Hold |
27
| – | – | ﹤0.01% | 140 |
|
|
2022
Q1 | $9K | Buy |
+27
| New | +$9K | ﹤0.01% | 137 |
|
|
2021
Q1 | – | Sell |
-31
| Closed | -$8K | – | 301 |
|
|
2020
Q4 | $8K | Hold |
31
| – | – | ﹤0.01% | 245 |
|
|
2020
Q3 | $6K | Hold |
31
| – | – | ﹤0.01% | 247 |
|
|
2020
Q2 | $6K | Hold |
31
| – | – | ﹤0.01% | 234 |
|
|
2020
Q1 | $5K | Hold |
31
| – | – | ﹤0.01% | 229 |
|
|
2019
Q4 | $7K | Hold |
31
| – | – | ﹤0.01% | 241 |
|
|
2019
Q3 | $6K | Hold |
31
| – | – | ﹤0.01% | 259 |
|
|
2019
Q2 | $6K | Hold |
31
| – | – | ﹤0.01% | 259 |
|
|
2019
Q1 | $6K | Hold |
31
| – | – | ﹤0.01% | 292 |
|
|
2018
Q4 | $5K | Buy |
+31
| New | +$5K | ﹤0.01% | 285 |
|