Concord Wealth Partners’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 | $3.86M | Buy |
5,447
+538
| +11% | +$381K | 0.56% | 38 |
|
|
2025
Q1 | $2.68M | Buy |
4,909
+163
| +3% | +$89K | 0.44% | 60 |
|
|
2024
Q4 | $2.72M | Buy |
4,746
+578
| +14% | +$331K | 0.45% | 56 |
|
|
2024
Q3 | $2.06M | Buy |
4,168
+465
| +13% | +$230K | 0.34% | 64 |
|
|
2024
Q2 | $1.67M | Buy |
3,703
+751
| +25% | +$340K | 0.3% | 69 |
|
|
2024
Q1 | $1.23M | Buy |
2,952
+221
| +8% | +$92.3K | 0.22% | 87 |
|
|
2023
Q4 | $1.05M | Buy |
2,731
+216
| +9% | +$83.3K | 0.21% | 90 |
|
|
2023
Q3 | $814K | Buy |
2,515
+521
| +26% | +$169K | 0.17% | 87 |
|
|
2023
Q2 | $643K | Buy |
1,994
+926
| +87% | +$299K | 0.14% | 95 |
|
|
2023
Q1 | $349K | Buy |
1,068
+337
| +46% | +$110K | 0.1% | 109 |
|
|
2022
Q4 | $251K | Sell |
731
-801
| -52% | -$275K | 0.08% | 142 |
|
|
2022
Q3 | $449K | Sell |
1,532
-60
| -4% | -$17.6K | 0.14% | 95 |
|
|
2022
Q2 | $473K | Buy |
1,592
+384
| +32% | +$114K | 0.13% | 104 |
|
|
2022
Q1 | $399K | Buy |
1,208
+107
| +10% | +$35.3K | 0.1% | 119 |
|
|
2021
Q4 | $421K | Buy |
1,101
+756
| +219% | +$289K | 0.1% | 113 |
|
|
2021
Q3 | $130K | Sell |
345
-657
| -66% | -$248K | 0.05% | 114 |
|
|
2021
Q2 | $380K | Buy |
1,002
+341
| +52% | +$129K | 0.11% | 85 |
|
|
2021
Q1 | $216K | Buy |
661
+612
| +1,249% | +$200K | 0.07% | 122 |
|
|
2020
Q4 | $13K | Buy |
+49
| New | +$13K | 0.01% | 346 |
|