Corient Private Wealth’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
Q3
$114M Buy
2025
Q2
$104M Buy
2025
Q1
$79.8M Sell
2024
Q4
$85.4M Buy
2024
Q3
$74.7M Sell
2024
Q2
$68.7M Sell
2024
Q1
$64.8M Buy
2023
Q4
$58.2M Sell
2023
Q3
$48.9M Buy
2023
Q2
$47.7M Buy
2023
Q1
$44.5M Buy
2022
Q4
$41.1M Buy