Castle 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 | $1.46M | Buy |
2,063
+32
| +2% | +$22.7K | 0.53% | 49 |
|
|
2025
Q1 | $1.11M | Buy |
2,031
+88
| +5% | +$48.1K | 0.43% | 54 |
|
|
2024
Q4 | $1.11M | Buy |
1,943
+581
| +43% | +$333K | 0.44% | 54 |
|
|
2024
Q3 | $674K | Buy |
+1,362
| New | +$674K | 0.27% | 69 |
|
|
2022
Q4 | – | Sell |
-183
| Closed | -$54K | – | 319 |
|
|
2022
Q3 | $54K | Buy |
183
+50
| +38% | +$14.8K | 0.03% | 205 |
|
|
2022
Q2 | $40K | Buy |
+133
| New | +$40K | 0.02% | 237 |
|