Cassaday & Co Wealth Management’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 | $1.18M | Buy |
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|
2025
Q2 | $1.04M | Sell |
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|
2025
Q1 | $811K | Sell |
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|
2024
Q4 | $859K | Buy |
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|
2024
Q3 | $740K | Sell |
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|
2024
Q2 | $678K | Buy |
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|
2024
Q1 | $622K | Buy |
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|
2023
Q4 | $567K | Buy |
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|
2023
Q3 | $427K | Sell |
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|
2023
Q2 | $653K | Sell |
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|
2023
Q1 | $678K | Buy |
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|
2022
Q4 | $692K | Buy |
|