Envestnet Portfolio Solutions’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
$9.02M Sell
12,751
-3,168
-20% -$2.24M 0.03% 244
2025
Q1
$8.7M Sell
15,919
-6,413
-29% -$3.5M 0.03% 254
2024
Q4
$12.8M Buy
22,332
+1,050
+5% +$601K 0.04% 210
2024
Q3
$10.5M Buy
21,282
+6,295
+42% +$3.12M 0.03% 237
2024
Q2
$6.78M Buy
14,987
+2,912
+24% +$1.32M 0.02% 306
2024
Q1
$5.04M Buy
12,075
+2,139
+22% +$893K 0.02% 373
2023
Q4
$3.83M Buy
9,936
+245
+3% +$94.5K 0.02% 404
2023
Q3
$3.14M Buy
+9,691
New +$3.14M 0.01% 418