Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $10.3K | Buy |
+18
| New | +$10.3K | ﹤0.01% | 336 |
|
|
2024
Q2 | – | Sell |
-160
| Closed | -$66.8K | – | 478 |
|
|
2024
Q1 | $66.8K | Hold |
160
| – | – | 0.03% | 186 |
|
|
2023
Q4 | $61.7K | Hold |
160
| – | – | 0.03% | 186 |
|
|
2023
Q3 | $51.8K | Hold |
160
| – | – | 0.03% | 192 |
|
|
2023
Q2 | $51.6K | Hold |
160
| – | – | 0.03% | 192 |
|
|
2023
Q1 | $52.3K | Hold |
160
| – | – | 0.02% | 193 |
|
|
2022
Q4 | $54.9K | Buy |
+160
| New | +$54.9K | 0.03% | 185 |
|
|
2022
Q1 | – | Sell |
-169
| Closed | -$65K | – | 303 |
|
|
2021
Q4 | $65K | Buy |
+169
| New | +$65K | 0.04% | 177 |
|