Cyndeo Wealth Partners’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 | $2.66M | Sell |
3,758
-19
| -0.5% | -$13.4K | 0.16% | 145 |
|
2025
Q1 | $2.06M | Buy |
3,777
+9
| +0.2% | +$4.92K | 0.14% | 160 |
|
2024
Q4 | $2.16M | Sell |
3,768
-1
| -0% | -$573 | 0.15% | 153 |
|
2024
Q3 | $1.87M | Buy |
3,769
+468
| +14% | +$232K | 0.13% | 171 |
|
2024
Q2 | $1.49M | Buy |
3,301
+97
| +3% | +$43.9K | 0.12% | 181 |
|
2024
Q1 | $1.34M | Buy |
3,204
+9
| +0.3% | +$3.76K | 0.11% | 182 |
|
2023
Q4 | $1.23M | Buy |
3,195
+3
| +0.1% | +$1.16K | 0.11% | 174 |
|
2023
Q3 | $1.03M | Buy |
3,192
+184
| +6% | +$59.5K | 0.11% | 167 |
|
2023
Q2 | $970K | Sell |
3,008
-581
| -16% | -$187K | 0.1% | 168 |
|
2023
Q1 | $1.17M | Sell |
3,589
-947
| -21% | -$310K | 0.13% | 161 |
|
2022
Q4 | $1.56M | Buy |
+4,536
| New | +$1.56M | 0.18% | 140 |
|