Carolinas Wealth Consulting’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 | – | Sell |
-502
| Closed | -$274K | – | 381 |
|
|
2025
Q1 | $274K | Buy |
502
+49
| +11% | +$26.8K | 0.06% | 154 |
|
|
2024
Q4 | $259K | Buy |
453
+188
| +71% | +$107K | 0.05% | 164 |
|
|
2024
Q3 | $131K | Hold |
265
| – | – | 0.02% | 221 |
|
|
2024
Q2 | $120K | Sell |
265
-4
| -1% | -$1.81K | 0.02% | 229 |
|
|
2024
Q1 | $112K | Hold |
269
| – | – | 0.02% | 242 |
|
|
2023
Q4 | $104K | Hold |
269
| – | – | 0.02% | 228 |
|
|
2023
Q3 | $81.7K | Sell |
269
-66
| -20% | -$20K | 0.02% | 242 |
|
|
2023
Q2 | $108K | Sell |
335
-35
| -9% | -$11.3K | 0.02% | 249 |
|
|
2023
Q1 | $121K | Sell |
370
-21
| -5% | -$6.87K | 0.03% | 239 |
|
|
2022
Q4 | $134K | Sell |
391
-180
| -32% | -$61.8K | 0.03% | 216 |
|
|
2022
Q3 | $167K | Sell |
571
-2
| -0.3% | -$585 | 0.04% | 170 |
|
|
2022
Q2 | $170K | Hold |
573
| – | – | 0.04% | 176 |
|
|
2022
Q1 | $189K | Buy |
573
+104
| +22% | +$34.3K | 0.04% | 175 |
|
|
2021
Q4 | $179K | Hold |
469
| – | – | 0.04% | 189 |
|
|
2021
Q3 | $177K | Sell |
469
-100
| -18% | -$37.7K | 0.04% | 174 |
|
|
2021
Q2 | $216K | Sell |
569
-91
| -14% | -$34.5K | 0.05% | 159 |
|
|
2021
Q1 | $216K | Hold |
660
| – | – | 0.05% | 156 |
|
|
2020
Q4 | $174K | Buy |
660
+343
| +108% | +$90.4K | 0.05% | 161 |
|
|
2020
Q3 | $64K | Buy |
317
+75
| +31% | +$15.1K | 0.02% | 250 |
|
|
2020
Q2 | $48K | Buy |
+242
| New | +$48K | 0.02% | 206 |
|