Caldwell Trust’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
1,414
+595
|
|
||||
|
2025
Q1 | $447K | Buy |
819
+95
|
|
||||
|
2024
Q4 | $415K | Sell |
724
-30
|
|
||||
|
2024
Q3 | $373K | Buy |
754
+30
|
|
||||
|
2024
Q2 | $327K | Hold |
724
|
|
||||
|
2024
Q1 | $302K | Sell |
724
-253
|
|
||||
|
2023
Q4 | $377K | Sell |
977
-139
|
|
||||
|
2023
Q3 | $361K | Sell |
1,116
-46
|
|
||||
|
2023
Q2 | $375K | Sell |
1,162
-50
|
|
||||
|
2023
Q1 | $396K | Sell |
1,212
-21
|
|
||||
|
2022
Q4 | $423K | Sell |
1,233
-55
|
|
||||
|
2022
Q3 | $377K | Hold |
1,288
|
|
||||
|
2022
Q2 | $383K | Buy |
1,288
+87
|
|
||||
|
2022
Q1 | $396K | Buy |
1,201
+628
|
|
||||
|
2021
Q4 | $219K | Sell |
573
-108
|
|
||||
|
2021
Q3 | $257K | Buy |
681
+40
|
|
||||
|
2021
Q2 | $243K | Sell |
641
-13
|
|
||||
|
2021
Q1 | $214K | Buy |
654
+171
|
|
||||
|
2020
Q4 | $127K | Buy |
483
+77
|
|
||||
|
2020
Q3 | $81.6K | Sell |
406
-70
|
|
||||
|
2020
Q2 | $94.1K | Sell |
476
-200
|
|
||||
|
2020
Q1 | $105K | Buy |
676
+195
|
|
||||
|
2019
Q4 | $111K | Buy |
+481
|
|