Eads & Heald 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 | $1.25M | Buy |
1,764
+7
| +0.4% | +$4.95K | 0.62% | 73 |
|
|
2025
Q1 | $960K | Sell |
1,757
-210
| -11% | -$115K | 0.49% | 85 |
|
|
2024
Q4 | $1.13M | Buy |
1,967
+1,385
| +238% | +$793K | 0.55% | 78 |
|
|
2024
Q3 | $288K | Buy |
582
+30
| +5% | +$14.8K | 0.14% | 126 |
|
|
2024
Q2 | $250K | Buy |
552
+66
| +14% | +$29.9K | 0.12% | 129 |
|
|
2024
Q1 | $203K | Sell |
486
-45
| -8% | -$18.8K | 0.09% | 140 |
|
|
2023
Q4 | $205K | Buy |
+531
| New | +$205K | 0.1% | 144 |
|
|
2023
Q1 | – | Sell |
-625
| Closed | -$215K | – | 145 |
|
|
2022
Q4 | $215K | Buy |
+625
| New | +$215K | 0.11% | 142 |
|
|
2022
Q1 | – | Sell |
-602
| Closed | -$230K | – | 150 |
|
|
2021
Q4 | $230K | Buy |
+602
| New | +$230K | 0.1% | 142 |
|