BWM
BigSur Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.96M | Buy |
7,006
+10
| +0.1% | +$7.08K | 1.25% | 21 |
|
|
2025
Q1 | $3.82M | Sell |
6,996
-159
| -2% | -$86.9K | 1.04% | 26 |
|
|
2024
Q4 | $4.1M | Hold |
7,155
| – | – | 1.17% | 20 |
|
|
2024
Q3 | $3.54M | Sell |
7,155
-25
| -0.3% | -$12.4K | 0.98% | 29 |
|
|
2024
Q2 | $3.25M | Buy |
7,180
+3,520
| +96% | +$1.59M | 0.99% | 27 |
|
|
2024
Q1 | $1.53M | Buy |
3,660
+90
| +3% | +$37.6K | 0.48% | 60 |
|
|
2023
Q4 | $1.38M | Buy |
3,570
+220
| +7% | +$84.9K | 0.66% | 40 |
|
|
2023
Q3 | $1.08M | Sell |
3,350
-2,940
| -47% | -$951K | 0.55% | 50 |
|
|
2023
Q2 | $2.03M | Sell |
6,290
-800
| -11% | -$258K | 0.97% | 29 |
|
|
2023
Q1 | $2.32M | Sell |
7,090
-82
| -1% | -$26.8K | 1.09% | 25 |
|
|
2022
Q4 | $2.46M | Sell |
7,172
-95
| -1% | -$32.6K | 1.19% | 25 |
|
|
2022
Q3 | $2.13M | Hold |
7,267
| – | – | 1.08% | 29 |
|
|
2022
Q2 | $2.16M | Sell |
7,267
-318
| -4% | -$94.4K | 1.02% | 29 |
|
|
2022
Q1 | $2.5M | Buy |
7,585
+1,200
| +19% | +$396K | 0.98% | 30 |
|
|
2021
Q4 | $2.44M | Buy |
6,385
+300
| +5% | +$115K | 0.96% | 32 |
|
|
2021
Q3 | $2.3M | Hold |
6,085
| – | – | 1.03% | 31 |
|
|
2021
Q2 | $2.31M | Buy |
6,085
+700
| +13% | +$266K | 1.04% | 30 |
|
|
2021
Q1 | $1.76M | Hold |
5,385
| – | – | 0.9% | 32 |
|
|
2020
Q4 | $1.42M | Hold |
5,385
| – | – | 0.8% | 35 |
|
|
2020
Q3 | $1.08M | Sell |
5,385
-325
| -6% | -$65.3K | 0.69% | 45 |
|
|
2020
Q2 | $1.13M | Sell |
5,710
-1,575
| -22% | -$311K | 0.81% | 31 |
|
|
2020
Q1 | $1.13M | Sell |
7,285
-50
| -0.7% | -$7.73K | 0.84% | 29 |
|
|
2019
Q4 | $1.69M | Sell |
7,335
-300
| -4% | -$69K | 0.95% | 30 |
|
|
2019
Q3 | $1.58M | Hold |
7,635
| – | – | 1.07% | 27 |
|
|
2019
Q2 | $1.58M | Sell |
7,635
-2,050
| -21% | -$424K | 1.1% | 23 |
|
|
2019
Q1 | $1.86M | Hold |
9,685
| – | – | 1.22% | 17 |
|
|
2018
Q4 | $1.62M | Sell |
9,685
-295
| -3% | -$49.3K | 1.15% | 18 |
|
|
2018
Q3 | $2.24M | Buy |
9,980
+200
| +2% | +$44.9K | 1.4% | 17 |
|
|
2018
Q2 | $2.16M | Buy |
9,780
+535
| +6% | +$118K | 1.57% | 14 |
|
|
2018
Q1 | $2.33M | Buy |
9,245
+5,650
| +157% | +$1.42M | 1.66% | 12 |
|
|
2017
Q4 | $916K | Hold |
3,595
| – | – | 0.91% | 24 |
|
|
2017
Q3 | $853K | Hold |
3,595
| – | – | 0.86% | 28 |
|
|
2017
Q2 | $837K | Hold |
3,595
| – | – | 0.85% | 27 |
|
|
2017
Q1 | $804K | Hold |
3,595
| – | – | 0.87% | 25 |
|
|
2016
Q4 | $861K | Buy |
+3,595
| New | +$861K | 1.15% | 22 |
|