Berger Financial Group’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 | $941K | Sell |
1,329
-46
| -3% | -$32.6K | 0.06% | 202 |
|
|
2025
Q1 | $751K | Buy |
1,375
+41
| +3% | +$22.4K | 0.05% | 211 |
|
|
2024
Q4 | $764K | Sell |
1,334
-2
| -0.1% | -$1.15K | 0.05% | 201 |
|
|
2024
Q3 | $662K | Buy |
1,336
+329
| +33% | +$163K | 0.05% | 195 |
|
|
2024
Q2 | $455K | Buy |
1,007
+11
| +1% | +$4.98K | 0.04% | 227 |
|
|
2024
Q1 | $416K | Sell |
996
-30
| -3% | -$12.5K | 0.03% | 230 |
|
|
2023
Q4 | $396K | Sell |
1,026
-54
| -5% | -$20.8K | 0.04% | 187 |
|
|
2023
Q3 | $350K | Buy |
1,080
+27
| +3% | +$8.74K | 0.04% | 188 |
|
|
2023
Q2 | $340K | Sell |
1,053
-102
| -9% | -$32.9K | 0.04% | 202 |
|
|
2023
Q1 | $378K | Sell |
1,155
-10
| -0.9% | -$3.27K | 0.05% | 181 |
|
|
2022
Q4 | $400K | Sell |
1,165
-28
| -2% | -$9.61K | 0.05% | 175 |
|
|
2022
Q3 | $350K | Buy |
1,193
+69
| +6% | +$20.2K | 0.05% | 167 |
|
|
2022
Q2 | $334K | Buy |
1,124
+191
| +20% | +$56.8K | 0.05% | 172 |
|
|
2022
Q1 | $308K | Buy |
933
+240
| +35% | +$79.2K | 0.04% | 204 |
|
|
2021
Q4 | $265K | Hold |
693
| – | – | 0.04% | 221 |
|
|
2021
Q3 | $262K | Buy |
693
+65
| +10% | +$24.6K | 0.05% | 175 |
|
|
2021
Q2 | $238K | Buy |
+628
| New | +$238K | 0.04% | 183 |
|