EP Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.33M | Buy |
13,184
+6,427
| +95% | +$4.55M | 0.06% | 191 |
|
|
2025
Q1 | $3.69M | Buy |
6,757
+1,064
| +19% | +$581K | 0.03% | 261 |
|
|
2024
Q4 | $3.26M | Sell |
5,693
-6
| -0.1% | -$3.44K | 0.03% | 273 |
|
|
2024
Q3 | $2.82M | Buy |
5,699
+2,350
| +70% | +$1.16M | 0.02% | 297 |
|
|
2024
Q2 | $1.51M | Buy |
3,349
+335
| +11% | +$152K | 0.02% | 324 |
|
|
2024
Q1 | $1.26M | Sell |
3,014
-635
| -17% | -$265K | 0.01% | 342 |
|
|
2023
Q4 | $1.41M | Buy |
3,649
+740
| +25% | +$285K | 0.02% | 312 |
|
|
2023
Q3 | $941K | Sell |
2,909
-15,136
| -84% | -$4.9M | 0.01% | 340 |
|
|
2023
Q2 | $1.1M | Sell |
18,045
-21,455
| -54% | -$1.3M | 0.02% | 313 |
|
|
2023
Q1 | $71 | Buy |
39,500
+32,822
| +491% | +$59 | ﹤0.01% | 634 |
|
|
2022
Q4 | $2.29M | Buy |
+6,678
| New | +$2.29M | 0.04% | 212 |
|
|
2022
Q3 | – | Sell |
-2,556
| Closed | -$759K | – | 446 |
|
|
2022
Q2 | $759K | Buy |
2,556
+383
| +18% | +$114K | 0.02% | 299 |
|
|
2022
Q1 | $717K | Buy |
2,173
+139
| +7% | +$45.9K | 0.02% | 309 |
|
|
2021
Q4 | $778K | Buy |
2,034
+516
| +34% | +$197K | 0.02% | 284 |
|
|
2021
Q3 | $574K | Buy |
1,518
+14
| +0.9% | +$5.29K | 0.02% | 308 |
|
|
2021
Q2 | $571K | Buy |
1,504
+189
| +14% | +$71.8K | 0.02% | 316 |
|
|
2021
Q1 | $430K | Buy |
1,315
+503
| +62% | +$164K | 0.01% | 351 |
|
|
2020
Q4 | $214K | Buy |
+812
| New | +$214K | 0.01% | 397 |
|
|
2019
Q4 | – | Sell |
-969
| Closed | -$201K | – | 422 |
|
|
2019
Q3 | $201K | Sell |
969
-57
| -6% | -$11.8K | 0.01% | 346 |
|
|
2019
Q2 | $210K | Buy |
+1,026
| New | +$210K | 0.01% | 291 |
|