Callan Family Office’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 | $14M | Buy |
19,725
+14,310
| +264% | +$10.1M | 0.44% | 44 |
|
|
2025
Q1 | $2.96M | Sell |
5,415
-3,481
| -39% | -$1.9M | 0.22% | 101 |
|
|
2024
Q4 | $5.09M | Buy |
8,896
+7,389
| +490% | +$4.23M | 0.32% | 59 |
|
|
2024
Q3 | $746K | Buy |
1,507
+383
| +34% | +$190K | 0.13% | 84 |
|
|
2024
Q2 | $508K | Buy |
+1,124
| New | +$508K | 0.1% | 82 |
|
|
2024
Q1 | – | Sell |
-937
| Closed | -$361K | – | 97 |
|
|
2023
Q4 | $361K | Buy |
937
+115
| +14% | +$44.4K | 0.09% | 71 |
|
|
2023
Q3 | $266K | Hold |
822
| – | – | 0.07% | 76 |
|
|
2023
Q2 | $265K | Sell |
822
-2,783
| -77% | -$898K | 0.07% | 91 |
|
|
2023
Q1 | $1.18M | Buy |
+3,605
| New | +$1.18M | 0.29% | 52 |
|