Congress 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
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|
2025
Q1 | $30.6M | Buy |
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|
2024
Q4 | $30.5M | Sell |
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|
2024
Q3 | $33.4M | Sell |
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|
2024
Q2 | $253M | Sell |
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|
2024
Q1 | $272M | Sell |
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|
2023
Q4 | $252M | Sell |
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|
2023
Q3 | $211M | Buy |
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|
2023
Q2 | $775K | Sell |
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|
2023
Q1 | $847K | Buy |
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|
2022
Q4 | $826K | Buy |
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|
2022
Q3 | $705K | Sell |
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|
2022
Q2 | $773K | Buy |
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|
2022
Q1 | $802K | Buy |
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|
2021
Q4 | $515K | Buy |
|