Caldwell Trust’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.11M | Sell |
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|
2025
Q2 | $1M | Buy |
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|
2025
Q1 | $447K | Buy |
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|
2024
Q4 | $415K | Sell |
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|
2024
Q3 | $373K | Buy |
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|
2024
Q2 | $327K | Hold |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $377K | Sell |
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|
2023
Q3 | $361K | Sell |
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|
2023
Q2 | $375K | Sell |
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|
2023
Q1 | $396K | Sell |
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|
2022
Q4 | $423K | Sell |
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|
2022
Q3 | $377K | Hold |
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|
2022
Q2 | $383K | Buy |
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|
2022
Q1 | $396K | Buy |
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|
2021
Q4 | $219K | Sell |
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|
2021
Q3 | $257K | Buy |
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|
2021
Q2 | $243K | Sell |
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|
2021
Q1 | $214K | Buy |
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|
2020
Q4 | $127K | Buy |
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|
2020
Q3 | $81.6K | Sell |
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|
2020
Q2 | $94.1K | Sell |
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|
2020
Q1 | $105K | Buy |
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|
2019
Q4 | $111K | Buy |
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