Costello Asset 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
$120K Sell
170
-304
-64% -$215K 0.05% 141
2025
Q1
$259K Buy
474
+232
+96% +$127K 0.11% 93
2024
Q4
$139K Buy
242
+127
+110% +$72.7K 0.09% 67
2024
Q3
$56.9K Buy
115
+25
+28% +$12.4K 0.04% 104
2024
Q2
$40.7K Buy
90
+30
+50% +$13.6K 0.03% 95
2024
Q1
$25.1K Hold
60
0.02% 116
2023
Q4
$23.1K Hold
60
0.02% 114
2023
Q3
$19.4K Buy
+60
New +$19.4K 0.02% 122
2023
Q2
Sell
-4
Closed -$1.31K 201
2023
Q1
$1.31K Hold
4
﹤0.01% 202
2022
Q4
$1.37K Sell
4
-60
-94% -$20.6K ﹤0.01% 203
2022
Q3
$19K Sell
64
-206
-76% -$61.2K 0.02% 124
2022
Q2
$80K Buy
270
+1
+0.4% +$296 0.07% 79
2022
Q1
$89K Buy
269
+5
+2% +$1.65K 0.06% 87
2021
Q4
$101K Buy
264
+60
+29% +$23K 0.06% 84
2021
Q3
$77K Sell
204
-24
-11% -$9.06K 0.05% 91
2021
Q2
$86K Buy
228
+1
+0.4% +$377 0.06% 88
2021
Q1
$74K Hold
227
0.05% 94
2020
Q4
$60K Buy
227
+1
+0.4% +$264 0.05% 102
2020
Q3
$45K Buy
226
+1
+0.4% +$199 0.04% 99
2020
Q2
$44K Buy
+225
New +$44K 0.04% 95