Cassaday & Co Wealth Management’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 | $1.04M | Sell |
1,475
-9
| -0.6% | -$6.37K | 0.03% | 125 |
|
|
2025
Q1 | $811K | Sell |
1,484
-16
| -1% | -$8.74K | 0.02% | 137 |
|
|
2024
Q4 | $859K | Buy |
1,500
+5
| +0.3% | +$2.86K | 0.02% | 131 |
|
|
2024
Q3 | $740K | Sell |
1,495
-5
| -0.3% | -$2.48K | 0.02% | 145 |
|
|
2024
Q2 | $678K | Buy |
1,500
+11
| +0.7% | +$4.98K | 0.02% | 147 |
|
|
2024
Q1 | $622K | Buy |
1,489
+18
| +1% | +$7.52K | 0.02% | 152 |
|
|
2023
Q4 | $567K | Buy |
1,471
+152
| +12% | +$58.6K | 0.02% | 154 |
|
|
2023
Q3 | $427K | Sell |
1,319
-706
| -35% | -$228K | 0.02% | 163 |
|
|
2023
Q2 | $653K | Sell |
2,025
-47
| -2% | -$15.2K | 0.03% | 128 |
|
|
2023
Q1 | $678K | Buy |
2,072
+56
| +3% | +$18.3K | 0.03% | 131 |
|
|
2022
Q4 | $692K | Buy |
+2,016
| New | +$692K | 0.03% | 124 |
|