Chesapeake 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 | $231K | Buy |
+327
| New | +$231K | 0.08% | 151 |
|
|
2025
Q1 | – | Sell |
-363
| Closed | -$208K | – | 158 |
|
|
2024
Q4 | $208K | Buy |
+363
| New | +$208K | 0.07% | 156 |
|
|
2024
Q3 | – | Sell |
-445
| Closed | -$201K | – | 159 |
|
|
2024
Q2 | $201K | Buy |
+445
| New | +$201K | 0.07% | 155 |
|
|
2022
Q2 | – | Sell |
-613
| Closed | -$202K | – | 172 |
|
|
2022
Q1 | $202K | Sell |
613
-40
| -6% | -$13.2K | 0.07% | 184 |
|
|
2021
Q4 | $250K | Sell |
653
-10
| -2% | -$3.83K | 0.08% | 178 |
|
|
2021
Q3 | $251K | Sell |
663
-90
| -12% | -$34.1K | 0.09% | 185 |
|
|
2021
Q2 | $286K | Sell |
753
-10
| -1% | -$3.8K | 0.09% | 184 |
|
|
2021
Q1 | $250K | Hold |
763
| – | – | 0.08% | 202 |
|
|
2020
Q4 | $201K | Buy |
+763
| New | +$201K | 0.07% | 206 |
|
|
2019
Q1 | – | Sell |
-2,589
| Closed | -$432K | – | 185 |
|
|
2018
Q4 | $432K | Buy |
2,589
+380
| +17% | +$63.4K | 0.21% | 114 |
|
|
2018
Q3 | $495K | Buy |
+2,209
| New | +$495K | 0.22% | 108 |
|