Dakota Wealth 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
$11.5M Buy
16,310
+456
+3% +$323K 0.24% 86
2025
Q1
$8.66M Sell
15,854
-199
-1% -$109K 0.2% 102
2024
Q4
$9.19M Sell
16,053
-170
-1% -$97.3K 0.21% 102
2024
Q3
$8.03M Buy
16,223
+325
+2% +$161K 0.18% 112
2024
Q2
$7.19M Sell
15,898
-151
-0.9% -$68.3K 0.17% 111
2024
Q1
$6.7M Buy
16,049
+3,738
+30% +$1.56M 0.17% 125
2023
Q4
$4.75M Buy
12,311
+315
+3% +$122K 0.18% 131
2023
Q3
$3.88M Sell
11,996
-1,099
-8% -$356K 0.17% 134
2023
Q2
$4.22M Buy
13,095
+10,066
+332% +$3.25M 0.2% 111
2023
Q1
$991K Sell
3,029
-114
-4% -$37.3K 0.07% 234
2022
Q4
$1.08M Buy
3,143
+615
+24% +$211K 0.08% 212
2022
Q3
$741K Buy
2,528
+77
+3% +$22.6K 0.06% 260
2022
Q2
$728K Sell
2,451
-3,802
-61% -$1.13M 0.07% 226
2022
Q1
$2.06M Sell
6,253
-4,412
-41% -$1.46M 0.17% 145
2021
Q4
$4.08M Buy
10,665
+104
+1% +$39.8K 0.43% 59
2021
Q3
$3.99M Buy
10,561
+1,737
+20% +$657K 0.46% 57
2021
Q2
$3.35M Buy
8,824
+4,649
+111% +$1.76M 0.4% 73
2021
Q1
$1.37M Buy
4,175
+2,948
+240% +$964K 0.18% 125
2020
Q4
$324K Buy
1,227
+226
+23% +$59.7K 0.04% 243
2020
Q3
$201K Sell
1,001
-14
-1% -$2.81K 0.03% 262
2020
Q2
$201K Buy
+1,015
New +$201K 0.03% 250