Connecticut 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 | $783K | Sell |
1,107
-54
| -5% | -$38.2K | 0.04% | 173 |
|
|
2025
Q1 | $634K | Buy |
1,161
+8
| +0.7% | +$4.37K | 0.03% | 191 |
|
|
2024
Q4 | $660K | Sell |
1,153
-94
| -8% | -$53.8K | 0.03% | 164 |
|
|
2024
Q3 | $617K | Buy |
1,247
+153
| +14% | +$75.8K | 0.03% | 199 |
|
|
2024
Q2 | $495K | Buy |
1,094
+7
| +0.6% | +$3.17K | 0.03% | 213 |
|
|
2024
Q1 | $454K | Sell |
1,087
-3
| -0.3% | -$1.25K | 0.02% | 220 |
|
|
2023
Q4 | $420K | Buy |
1,090
+50
| +5% | +$19.3K | 0.02% | 226 |
|
|
2023
Q3 | $337K | Sell |
1,040
-95
| -8% | -$30.7K | 0.02% | 206 |
|
|
2023
Q2 | $366K | Buy |
1,135
+203
| +22% | +$65.5K | 0.03% | 180 |
|
|
2023
Q1 | $305K | Sell |
932
-16
| -2% | -$5.23K | 0.02% | 194 |
|
|
2022
Q4 | $326K | Buy |
948
+35
| +4% | +$12K | 0.03% | 151 |
|
|
2022
Q3 | $268K | Buy |
913
+209
| +30% | +$61.3K | 0.03% | 159 |
|
|
2022
Q2 | $209K | Buy |
704
+19
| +3% | +$5.64K | 0.02% | 175 |
|
|
2022
Q1 | $226K | Buy |
+685
| New | +$226K | 0.02% | 175 |
|
|
2017
Q4 | – | Sell |
-1,006
| Closed | -$244K | – | 62 |
|
|
2017
Q3 | $244K | Hold |
1,006
| – | – | 0.14% | 55 |
|
|
2017
Q2 | $227K | Hold |
1,006
| – | – | 0.14% | 56 |
|
|
2017
Q1 | $229K | Hold |
1,006
| – | – | 0.14% | 54 |
|
|
2016
Q4 | $247K | Buy |
+1,006
| New | +$247K | 0.16% | 53 |
|