Cypress Wealth Services’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 | $1.49M | Buy |
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|
2025
Q2 | $1.22M | Buy |
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|
2025
Q1 | $795K | Buy |
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|
2024
Q4 | $714K | Buy |
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|
2024
Q3 | $566K | Buy |
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|
2024
Q2 | $499K | Buy |
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|
2024
Q1 | $423K | Buy |
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|
2023
Q4 | $388K | Buy |
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|
2023
Q3 | $307K | Buy |
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|
2023
Q2 | $301K | Buy |
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|
2023
Q1 | $299K | Buy |
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|
2022
Q4 | $290K | Buy |
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|
2022
Q3 | $251K | Buy |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $276K | Sell |
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|
2021
Q4 | $322K | Buy |
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|
2021
Q3 | $317K | Buy |
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|
2021
Q2 | $317K | Sell |
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|
2021
Q1 | $369K | Buy |
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|
2020
Q4 | $292K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $252K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $219K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $233K | Buy |
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|
2018
Q2 | $211K | Buy |
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|
2018
Q1 | $236K | Hold |
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|
2017
Q4 | $239K | Buy |
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