Bogart Wealth LLC’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 | $7.89M | Sell |
11,148
-2,330
| -17% | -$1.65M | 0.34% | 68 |
|
|
2025
Q1 | $7.36M | Buy |
13,478
+151
| +1% | +$82.5K | 0.35% | 68 |
|
|
2024
Q4 | $7.63M | Sell |
13,327
-155
| -1% | -$88.8K | 0.36% | 67 |
|
|
2024
Q3 | $6.68M | Buy |
13,482
+68
| +0.5% | +$33.7K | 0.32% | 79 |
|
|
2024
Q2 | $6.07M | Buy |
13,414
+271
| +2% | +$123K | 0.31% | 77 |
|
|
2024
Q1 | $5.49M | Buy |
13,143
+599
| +5% | +$250K | 0.28% | 83 |
|
|
2023
Q4 | $4.84M | Buy |
12,544
+877
| +8% | +$338K | 0.27% | 88 |
|
|
2023
Q3 | $3.78M | Buy |
11,667
+1,758
| +18% | +$569K | 0.23% | 92 |
|
|
2023
Q2 | $3.2M | Buy |
9,909
+349
| +4% | +$113K | 0.2% | 94 |
|
|
2023
Q1 | $3.13M | Buy |
9,560
+371
| +4% | +$121K | 0.21% | 95 |
|
|
2022
Q4 | $3.16M | Buy |
9,189
+611
| +7% | +$210K | 0.22% | 88 |
|
|
2022
Q3 | $2.51M | Sell |
8,578
-904
| -10% | -$265K | 0.21% | 84 |
|
|
2022
Q2 | $2.82M | Buy |
9,482
+871
| +10% | +$259K | 0.25% | 80 |
|
|
2022
Q1 | $2.84M | Buy |
8,611
+624
| +8% | +$206K | 0.24% | 82 |
|
|
2021
Q4 | $3.06M | Buy |
7,987
+1,199
| +18% | +$459K | 0.28% | 73 |
|
|
2021
Q3 | $2.57M | Buy |
6,788
+1,006
| +17% | +$380K | 0.26% | 68 |
|
|
2021
Q2 | $2.2M | Buy |
5,782
+606
| +12% | +$230K | 0.24% | 68 |
|
|
2021
Q1 | $1.69M | Buy |
5,176
+1,113
| +27% | +$364K | 0.24% | 77 |
|
|
2020
Q4 | $1.07M | Buy |
4,063
+837
| +26% | +$221K | 0.2% | 84 |
|
|
2020
Q3 | $648K | Buy |
3,226
+634
| +24% | +$127K | 0.14% | 92 |
|
|
2020
Q2 | $512K | Buy |
2,592
+582
| +29% | +$115K | 0.12% | 96 |
|
|
2020
Q1 | $311K | Sell |
2,010
-138
| -6% | -$21.4K | 0.08% | 105 |
|
|
2019
Q4 | $494K | Buy |
2,148
+129
| +6% | +$29.7K | 0.16% | 79 |
|
|
2019
Q3 | $418K | Buy |
2,019
+169
| +9% | +$35K | 0.21% | 70 |
|
|
2019
Q2 | $378K | Buy |
1,850
+439
| +31% | +$89.7K | 0.23% | 68 |
|
|
2019
Q1 | $271K | Buy |
1,411
+320
| +29% | +$61.5K | 0.13% | 73 |
|
|
2018
Q4 | $182K | Sell |
1,091
-136
| -11% | -$22.7K | 0.09% | 74 |
|
|
2018
Q3 | $275K | Buy |
1,227
+559
| +84% | +$125K | 0.16% | 63 |
|
|
2018
Q2 | $147K | Buy |
668
+105
| +19% | +$23.1K | 0.09% | 81 |
|
|
2018
Q1 | $144K | Buy |
563
+138
| +32% | +$35.3K | 0.08% | 82 |
|
|
2017
Q4 | $108K | Sell |
425
-93
| -18% | -$23.6K | 0.07% | 89 |
|
|
2017
Q3 | $126K | Buy |
+518
| New | +$126K | 0.09% | 76 |
|