Destination Wealth Management’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
$1.44M Buy
2025
Q2
$645K Buy
2025
Q1
$490K Buy
2024
Q4
$488K Buy
2019
Q3
Sell
2019
Q2
$52K Sell
2019
Q1
$49K Sell
2018
Q4
$307K Sell
2018
Q3
$738K Buy
2018
Q2
$119K Sell
2018
Q1
$109K Buy
2015
Q3
Sell
2015
Q2
$370K Buy