Blue Bell Private 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 | $447K | Buy |
631
+28
| +5% | +$19.8K | 0.07% | 153 |
|
|
2025
Q1 | $329K | Buy |
603
+284
| +89% | +$155K | 0.06% | 168 |
|
|
2024
Q4 | $183K | Buy |
319
+7
| +2% | +$4.01K | 0.03% | 218 |
|
|
2024
Q3 | $154K | Buy |
312
+23
| +8% | +$11.4K | 0.03% | 237 |
|
|
2024
Q2 | $131K | Sell |
289
-6
| -2% | -$2.71K | 0.03% | 245 |
|
|
2024
Q1 | $123K | Buy |
295
+101
| +52% | +$42.2K | 0.03% | 239 |
|
|
2023
Q4 | $74.8K | Hold |
194
| – | – | 0.02% | 267 |
|
|
2023
Q3 | $62.8K | Buy |
194
+74
| +62% | +$23.9K | 0.02% | 245 |
|
|
2023
Q2 | $38.7K | Buy |
120
+70
| +140% | +$22.6K | 0.01% | 286 |
|
|
2023
Q1 | $16.4K | Hold |
50
| – | – | ﹤0.01% | 339 |
|
|
2022
Q4 | $17.2K | Hold |
50
| – | – | 0.01% | 329 |
|
|
2022
Q3 | $15K | Sell |
50
-30
| -38% | -$9K | 0.01% | 333 |
|
|
2022
Q2 | $24K | Hold |
80
| – | – | 0.01% | 289 |
|
|
2022
Q1 | $26K | Sell |
80
-10
| -11% | -$3.25K | 0.01% | 287 |
|
|
2021
Q4 | $34K | Buy |
+90
| New | +$34K | 0.01% | 239 |
|