Corient Private Wealth’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 | $105M | Buy |
147,681
+1,578
| +1% | +$1.12M | 0.11% | 162 |
|
|
2025
Q1 | $79.8M | Sell |
146,103
-5,938
| -4% | -$3.24M | 0.13% | 165 |
|
|
2024
Q4 | $85.4M | Buy |
152,041
+1,176
| +0.8% | +$661K | 0.14% | 158 |
|
|
2024
Q3 | $74.7M | Sell |
150,865
-965
| -0.6% | -$478K | 0.12% | 180 |
|
|
2024
Q2 | $68.7M | Sell |
151,830
-3,432
| -2% | -$1.55M | 0.12% | 177 |
|
|
2024
Q1 | $64.8M | Buy |
155,262
+4,368
| +3% | +$1.82M | 0.12% | 184 |
|
|
2023
Q4 | $58.2M | Sell |
150,894
-356
| -0.2% | -$137K | 0.11% | 194 |
|
|
2023
Q3 | $48.9M | Buy |
151,250
+3,404
| +2% | +$1.1M | 0.11% | 192 |
|
|
2023
Q2 | $47.7M | Buy |
147,846
+11,829
| +9% | +$3.82M | 0.11% | 191 |
|
|
2023
Q1 | $44.5M | Buy |
136,017
+16,548
| +14% | +$5.41M | 0.12% | 167 |
|
|
2022
Q4 | $41.1M | Buy |
+119,469
| New | +$41.1M | 0.15% | 157 |
|