BSW Wealth Partners’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 | $1.02M | Buy |
1,439
+10
| +0.7% | +$7.08K | 0.14% | 89 |
|
|
2025
Q1 | $781K | Sell |
1,429
-42
| -3% | -$22.9K | 0.12% | 103 |
|
|
2024
Q4 | $842K | Buy |
1,471
+105
| +8% | +$60.1K | 0.12% | 101 |
|
|
2024
Q3 | $676K | Buy |
1,366
+12
| +0.9% | +$5.94K | 0.1% | 114 |
|
|
2024
Q2 | $613K | Buy |
1,354
+18
| +1% | +$8.14K | 0.1% | 113 |
|
|
2024
Q1 | $558K | Buy |
1,336
+6
| +0.5% | +$2.51K | 0.09% | 125 |
|
|
2023
Q4 | $513K | Sell |
1,330
-32
| -2% | -$12.3K | 0.1% | 121 |
|
|
2023
Q3 | $441K | Sell |
1,362
-34
| -2% | -$11K | 0.1% | 122 |
|
|
2023
Q2 | $450K | Sell |
1,396
-10
| -0.7% | -$3.23K | 0.09% | 120 |
|
|
2023
Q1 | $460K | Sell |
1,406
-37
| -3% | -$12.1K | 0.09% | 147 |
|
|
2022
Q4 | $496K | Buy |
1,443
+31
| +2% | +$10.7K | 0.11% | 136 |
|
|
2022
Q3 | $414K | Buy |
1,412
+285
| +25% | +$83.6K | 0.1% | 136 |
|
|
2022
Q2 | $335K | Buy |
1,127
+96
| +9% | +$28.5K | 0.08% | 170 |
|
|
2022
Q1 | $340K | Buy |
1,031
+203
| +25% | +$66.9K | 0.09% | 184 |
|
|
2021
Q4 | $317K | Sell |
828
-13
| -2% | -$4.98K | 0.08% | 188 |
|
|
2021
Q3 | $318K | Buy |
+841
| New | +$318K | 0.09% | 172 |
|