Destination 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 | $645K | Buy |
912
+14
| +2% | +$9.91K | 0.02% | 155 |
|
|
2025
Q1 | $490K | Buy |
898
+45
| +5% | +$24.6K | 0.02% | 166 |
|
|
2024
Q4 | $488K | Buy |
+853
| New | +$488K | 0.02% | 161 |
|
|
2019
Q3 | – | Sell |
-253
| Closed | -$52K | – | 275 |
|
|
2019
Q2 | $52K | Sell |
253
-4
| -2% | -$822 | ﹤0.01% | 269 |
|
|
2019
Q1 | $49K | Sell |
257
-1,579
| -86% | -$301K | ﹤0.01% | 265 |
|
|
2018
Q4 | $307K | Sell |
1,836
-1,455
| -44% | -$243K | 0.02% | 120 |
|
|
2018
Q3 | $738K | Buy |
3,291
+2,753
| +512% | +$617K | 0.04% | 106 |
|
|
2018
Q2 | $119K | Sell |
538
-64,462
| -99% | -$14.3M | 0.01% | 170 |
|
|
2018
Q1 | $109K | Buy |
+65,000
| New | +$109K | 0.01% | 183 |
|
|
2015
Q3 | – | Sell |
-1,773
| Closed | -$370K | – | 158 |
|
|
2015
Q2 | $370K | Buy |
+1,773
| New | +$370K | 0.02% | 189 |
|