Edge 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 | $268K | Buy |
379
+1
| +0.3% | +$707 | 0.05% | 67 |
|
|
2025
Q1 | $207K | Buy |
378
+1
| +0.3% | +$546 | 0.04% | 75 |
|
|
2024
Q4 | $216K | Buy |
+377
| New | +$216K | 0.04% | 71 |
|
|
2022
Q3 | – | Sell |
-842
| Closed | -$250K | – | 84 |
|
|
2022
Q2 | $250K | Buy |
842
+235
| +39% | +$69.8K | 0.05% | 68 |
|
|
2022
Q1 | $201K | Buy |
607
+156
| +35% | +$51.7K | 0.04% | 80 |
|
|
2021
Q4 | $172K | Buy |
451
+19
| +4% | +$7.25K | 0.03% | 98 |
|
|
2021
Q3 | $163K | Buy |
432
+1
| +0.2% | +$377 | 0.03% | 98 |
|
|
2021
Q2 | $164K | Hold |
431
| – | – | 0.03% | 100 |
|
|
2021
Q1 | $141K | Buy |
431
+13
| +3% | +$4.25K | 0.03% | 106 |
|
|
2020
Q4 | $110K | Buy |
418
+69
| +20% | +$18.2K | 0.03% | 122 |
|
|
2020
Q3 | $70K | Sell |
349
-26
| -7% | -$5.22K | 0.02% | 177 |
|
|
2020
Q2 | $74K | Buy |
375
+47
| +14% | +$9.28K | 0.01% | 232 |
|
|
2020
Q1 | $51K | Buy |
328
+53
| +19% | +$8.24K | 0.01% | 235 |
|
|
2019
Q4 | $63K | Hold |
275
| – | – | 0.01% | 235 |
|
|
2019
Q3 | $56K | Hold |
275
| – | – | 0.01% | 243 |
|
|
2019
Q2 | $56K | Hold |
275
| – | – | 0.01% | 246 |
|
|
2019
Q1 | $53K | Sell |
275
-2,006
| -88% | -$387K | 0.01% | 236 |
|
|
2018
Q4 | $381K | Buy |
2,281
+1,991
| +687% | +$333K | 0.11% | 103 |
|
|
2018
Q3 | $65K | Hold |
290
| – | – | 0.02% | 229 |
|
|
2018
Q2 | $64K | Hold |
290
| – | – | 0.02% | 222 |
|
|
2018
Q1 | $73K | Buy |
290
+25
| +9% | +$6.29K | 0.02% | 191 |
|
|
2017
Q4 | $67K | Hold |
265
| – | – | 0.02% | 194 |
|
|
2017
Q3 | $63K | Sell |
265
-1
| -0.4% | -$238 | 0.02% | 200 |
|
|
2017
Q2 | $60K | Sell |
266
-1,312
| -83% | -$296K | 0.02% | 207 |
|
|
2017
Q1 | $86K | Sell |
1,578
-199
| -11% | -$10.8K | 0.03% | 175 |
|
|
2016
Q4 | $90K | Buy |
1,777
+1,562
| +727% | +$79.1K | 0.03% | 159 |
|
|
2016
Q3 | $35K | Hold |
215
| – | – | 0.01% | 209 |
|
|
2016
Q2 | $32K | Buy |
+215
| New | +$32K | 0.01% | 205 |
|
|
2014
Q2 | – | Sell |
-35
| Closed | -$6K | – | 402 |
|
|
2014
Q1 | $6K | Hold |
35
| – | – | ﹤0.01% | 315 |
|
|
2013
Q4 | $6K | Hold |
35
| – | – | ﹤0.01% | 289 |
|
|
2013
Q3 | $6K | Hold |
35
| – | – | ﹤0.01% | 259 |
|
|
2013
Q2 | $5K | Buy |
+35
| New | +$5K | ﹤0.01% | 257 |
|