CreativeOne 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 | $5M | Buy |
7,066
+127
| +2% | +$89.9K | 0.13% | 152 |
|
|
2025
Q1 | $3.79M | Buy |
6,939
+1,623
| +31% | +$887K | 0.11% | 174 |
|
|
2024
Q4 | $3.04M | Buy |
5,316
+951
| +22% | +$545K | 0.09% | 200 |
|
|
2024
Q3 | $2.16M | Buy |
4,365
+1,020
| +30% | +$505K | 0.07% | 251 |
|
|
2024
Q2 | $1.51M | Sell |
3,345
-528
| -14% | -$239K | 0.08% | 235 |
|
|
2024
Q1 | $1.62M | Buy |
3,873
+510
| +15% | +$213K | 0.06% | 265 |
|
|
2023
Q4 | $1.3M | Sell |
3,363
-74
| -2% | -$28.6K | 0.08% | 214 |
|
|
2023
Q3 | $1.11M | Sell |
3,437
-470
| -12% | -$152K | 0.08% | 225 |
|
|
2023
Q2 | $1.26M | Sell |
3,907
-513
| -12% | -$165K | 0.06% | 287 |
|
|
2023
Q1 | $1.45M | Buy |
4,420
+20
| +0.5% | +$6.54K | 0.07% | 249 |
|
|
2022
Q4 | $1.51M | Sell |
4,400
-286
| -6% | -$98.2K | 0.08% | 212 |
|
|
2022
Q3 | $1.37M | Buy |
4,686
+179
| +4% | +$52.4K | 0.08% | 207 |
|
|
2022
Q2 | $1.34M | Buy |
4,507
+317
| +8% | +$94.2K | 0.07% | 211 |
|
|
2022
Q1 | $1.38M | Sell |
4,190
-4,276
| -51% | -$1.41M | 0.07% | 222 |
|
|
2021
Q4 | $3.24M | Buy |
8,466
+526
| +7% | +$201K | 0.16% | 98 |
|
|
2021
Q3 | $2.99M | Buy |
7,940
+82
| +1% | +$30.9K | 0.18% | 107 |
|
|
2021
Q2 | $2.98M | Buy |
7,858
+511
| +7% | +$194K | 0.18% | 110 |
|
|
2021
Q1 | $2.4M | Buy |
7,347
+53
| +0.7% | +$17.3K | 0.18% | 101 |
|
|
2020
Q4 | $1.92M | Buy |
7,294
+5,249
| +257% | +$1.38M | 0.16% | 105 |
|
|
2020
Q3 | $411K | Buy |
2,045
+80
| +4% | +$16.1K | 0.06% | 178 |
|
|
2020
Q2 | $388K | Sell |
1,965
-13
| -0.7% | -$2.57K | 0.06% | 170 |
|
|
2020
Q1 | $306K | Buy |
1,978
+61
| +3% | +$9.44K | 0.06% | 149 |
|
|
2019
Q4 | $441K | Buy |
1,917
+59
| +3% | +$13.6K | 0.07% | 116 |
|
|
2019
Q3 | $385K | Sell |
1,858
-83
| -4% | -$17.2K | 0.07% | 108 |
|
|
2019
Q2 | $397K | Buy |
1,941
+36
| +2% | +$7.36K | 0.08% | 101 |
|
|
2019
Q1 | $365K | Buy |
1,905
+183
| +11% | +$35.1K | 0.1% | 84 |
|
|
2018
Q4 | $288K | Buy |
+1,722
| New | +$288K | 0.1% | 84 |
|