Bison Wealth’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$350K Sell
2024
Q2
$2.6M Hold
2024
Q1
$2.6M Sell
2023
Q4
$2.45M Buy
2023
Q3
$2.01M Sell
2023
Q2
$2.01M Buy
2023
Q1
$1.77M Sell
2022
Q4
$1.99M Buy
2022
Q3
$1.61M Buy
2022
Q2
$296K Buy
2022
Q1
$314K Buy
2021
Q4
$260K Sell
2021
Q3
$338K Sell
2021
Q2
$351K Buy
2021
Q1
$269K Buy
2020
Q4
$211K Buy
2015
Q1
Sell
2014
Q4
$214K Buy