Diversified Portfolios Inc’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 | $395K | Sell |
558
-3
| -0.5% | -$2.12K | 0.04% | 128 |
|
|
2025
Q1 | $306K | Hold |
561
| – | – | 0.03% | 124 |
|
|
2024
Q4 | $321K | Hold |
561
| – | – | 0.04% | 125 |
|
|
2024
Q3 | $278K | Sell |
561
-44
| -7% | -$21.8K | 0.03% | 124 |
|
|
2024
Q2 | $274K | Buy |
605
+47
| +8% | +$21.3K | 0.04% | 121 |
|
|
2024
Q1 | $233K | Hold |
558
| – | – | 0.03% | 120 |
|
|
2023
Q4 | $215K | Buy |
+558
| New | +$215K | 0.03% | 120 |
|
|
2023
Q2 | – | Sell |
-926
| Closed | -$303K | – | 129 |
|
|
2023
Q1 | $303K | Buy |
+926
| New | +$303K | 0.07% | 113 |
|