Circle 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 | $16.5M | Buy |
23,326
+399
| +2% | +$282K | 0.36% | 24 |
|
|
2025
Q1 | $12.5M | Sell |
22,927
-491
| -2% | -$268K | 0.29% | 25 |
|
|
2024
Q4 | $13.4M | Buy |
23,418
+130
| +0.6% | +$74.4K | 0.28% | 26 |
|
|
2024
Q3 | $11.5M | Sell |
23,288
-684
| -3% | -$339K | 0.26% | 26 |
|
|
2024
Q2 | $10.8M | Sell |
23,972
-1,443
| -6% | -$653K | 0.25% | 27 |
|
|
2024
Q1 | $10.6M | Buy |
25,415
+23
| +0.1% | +$9.61K | 0.26% | 27 |
|
|
2023
Q4 | $9.8M | Sell |
25,392
-7,111
| -22% | -$2.74M | 0.25% | 29 |
|
|
2023
Q3 | $8.69M | Buy |
32,503
+47
| +0.1% | +$12.6K | 0.22% | 29 |
|
|
2023
Q2 | $8.65M | Sell |
32,456
-133
| -0.4% | -$35.5K | 1.14% | 13 |
|
|
2023
Q1 | $8.82M | Sell |
32,589
-525
| -2% | -$142K | 1.27% | 13 |
|
|
2022
Q4 | $9.44M | Sell |
33,114
-26
| -0.1% | -$7.42K | 1.46% | 11 |
|
|
2022
Q3 | $8.07M | Buy |
33,140
+31
| +0.1% | +$7.55K | 1.33% | 11 |
|
|
2022
Q2 | $8.18M | Buy |
33,109
+180
| +0.5% | +$44.5K | 1.3% | 12 |
|
|
2022
Q1 | $9.07M | Buy |
32,929
+747
| +2% | +$206K | 1.19% | 11 |
|
|
2021
Q4 | $10.2M | Buy |
32,182
+56
| +0.2% | +$17.8K | 1.33% | 11 |
|
|
2021
Q3 | $10.1M | Sell |
32,126
-2,140
| -6% | -$671K | 1.45% | 9 |
|
|
2021
Q2 | $10.2M | Buy |
34,266
+7,848
| +30% | +$2.33M | 1.46% | 9 |
|
|
2021
Q1 | $8.64M | Sell |
26,418
-830
| -3% | -$271K | 1.38% | 10 |
|
|
2020
Q4 | $7.19M | Sell |
27,248
-3,093
| -10% | -$816K | 1.03% | 14 |
|
|
2020
Q3 | $6.1M | Sell |
30,341
-18,324
| -38% | -$3.68M | 1.01% | 15 |
|
|
2020
Q2 | $9.62M | Buy |
48,665
+2,738
| +6% | +$541K | 1.68% | 8 |
|
|
2020
Q1 | $7.1M | Sell |
45,927
-316
| -0.7% | -$48.9K | 1.38% | 10 |
|
|
2019
Q4 | $10.6M | Buy |
46,243
+1,405
| +3% | +$323K | 1.84% | 8 |
|
|
2019
Q3 | $9.3M | Buy |
44,838
+7,638
| +21% | +$1.58M | 1.98% | 7 |
|
|
2019
Q2 | $7.61M | Sell |
37,200
-14,131
| -28% | -$2.89M | 1.65% | 7 |
|
|
2019
Q1 | $9.86M | Buy |
51,331
+1,555
| +3% | +$299K | 2.21% | 6 |
|
|
2018
Q4 | $7.18M | Sell |
49,776
-3,795
| -7% | -$548K | 2.69% | 7 |
|
|
2018
Q3 | $12M | Sell |
53,571
-201
| -0.4% | -$45.1K | 3.79% | 5 |
|
|
2018
Q2 | $11.9M | Buy |
53,772
+795
| +2% | +$175K | 4.03% | 4 |
|
|
2018
Q1 | $13.3M | Buy |
52,977
+5,275
| +11% | +$1.33M | 4.81% | 4 |
|
|
2017
Q4 | $12.2M | Buy |
47,702
+7,122
| +18% | +$1.81M | 4.6% | 4 |
|
|
2017
Q3 | $9.63M | Buy |
40,580
+227
| +0.6% | +$53.8K | 3.95% | 5 |
|
|
2017
Q2 | $8.95M | Sell |
40,353
-4,629
| -10% | -$1.03M | 3.96% | 5 |
|
|
2017
Q1 | $10.3M | Buy |
44,982
+87
| +0.2% | +$20K | 4.96% | 4 |
|
|
2016
Q4 | $10.8M | Buy |
+44,895
| New | +$10.8M | 5.74% | 4 |
|