Chesapeake 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
2026 Q1	$248K	Sell	293 -21	-7%	-$18.7K	0.08%	143
2025 Q4	$276K	Sell	314 -13	-4%	-$10.6K	0.08%	136
2025 Q3	$260K	Hold	327	–	–	0.08%	146
2025 Q2	$231K	Buy	+327	New	+$189K	0.08%	151
2025 Q1	–	Sell	-363	Closed	-$208K	–	158
2024 Q4	$208K	Buy	+363	New	+$202K	0.07%	156
2024 Q3	–	Sell	-445	Closed	-$201K	–	159
2024 Q2	$201K	Buy	+445	New	+$195K	0.07%	155
2022 Q2	–	Sell	-613	Closed	-$202K	–	172
2022 Q1	$202K	Sell	613 -40	-6%	-$14.1K	0.07%	184
2021 Q4	$250K	Sell	653 -10	-2%	-$3.96K	0.08%	178
2021 Q3	$251K	Sell	663 -90	-12%	-$35.1K	0.09%	185
2021 Q2	$286K	Sell	753 -10	-1%	-$3.58K	0.09%	184
2021 Q1	$250K	Hold	763	–	–	0.08%	202
2020 Q4	$201K	Buy	+763	New	+$170K	0.07%	206
2019 Q1	–	Sell	-2,589	Closed	-$432K	–	185
2018 Q4	$432K	Buy	2,589 +380	+17%	+$76.7K	0.21%	114
2018 Q3	$495K	Buy	+2,209	New	+$514K	0.22%	108