Cherry Tree 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 | $28.3K | Hold |
40
| – | – | 0.01% | 301 |
|
|
2025
Q1 | $21.9K | Buy |
40
+15
| +60% | +$8.2K | 0.01% | 344 |
|
|
2024
Q4 | $14.3K | Hold |
25
| – | – | ﹤0.01% | 371 |
|
|
2024
Q3 | $12.4K | Hold |
25
| – | – | ﹤0.01% | 392 |
|
|
2024
Q2 | $11.3K | Hold |
25
| – | – | ﹤0.01% | 380 |
|
|
2024
Q1 | $10.4K | Hold |
25
| – | – | ﹤0.01% | 370 |
|
|
2023
Q4 | $9.65K | Hold |
25
| – | – | ﹤0.01% | 355 |
|
|
2023
Q3 | $8.09K | Hold |
25
| – | – | ﹤0.01% | 359 |
|
|
2023
Q2 | $8.06K | Buy |
+25
| New | +$8.06K | ﹤0.01% | 356 |
|