EPG 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 | – | Sell |
-857
| Closed | -$468K | – | 367 |
|
|
2025
Q1 | $468K | Buy |
857
+4
| +0.5% | +$2.19K | 0.13% | 169 |
|
|
2024
Q4 | $488K | Buy |
853
+5
| +0.6% | +$2.86K | 0.13% | 164 |
|
|
2024
Q3 | $420K | Buy |
+848
| New | +$420K | 0.11% | 174 |
|
|
2024
Q2 | – | Sell |
-984
| Closed | -$411K | – | 178 |
|
|
2024
Q1 | $411K | Buy |
984
+5
| +0.5% | +$2.09K | 0.1% | 186 |
|
|
2023
Q4 | $371K | Buy |
979
+5
| +0.5% | +$1.89K | 0.1% | 186 |
|
|
2023
Q3 | $315K | Buy |
974
+8
| +0.8% | +$2.59K | 0.1% | 187 |
|
|
2023
Q2 | $312K | Buy |
966
+7
| +0.7% | +$2.26K | 0.09% | 189 |
|
|
2023
Q1 | $314K | Buy |
959
+6
| +0.6% | +$1.96K | 0.1% | 181 |
|
|
2022
Q4 | $327K | Buy |
953
+6
| +0.6% | +$2.06K | 0.12% | 148 |
|
|
2022
Q3 | $278K | Buy |
947
+4
| +0.4% | +$1.17K | 0.11% | 162 |
|
|
2022
Q2 | $280K | Sell |
943
-5
| -0.5% | -$1.49K | 0.12% | 164 |
|
|
2022
Q1 | $313K | Buy |
948
+127
| +15% | +$41.9K | 0.11% | 166 |
|
|
2021
Q4 | $314K | Buy |
821
+17
| +2% | +$6.5K | 0.11% | 166 |
|
|
2021
Q3 | $304K | Buy |
804
+203
| +34% | +$76.8K | 0.12% | 155 |
|
|
2021
Q2 | $228K | Buy |
+601
| New | +$228K | 0.1% | 185 |
|
|
2020
Q2 | – | Sell |
-837
| Closed | -$130K | – | 385 |
|
|
2020
Q1 | $130K | Buy |
837
+113
| +16% | +$17.6K | 0.1% | 157 |
|
|
2019
Q4 | $166K | Buy |
+724
| New | +$166K | 0.12% | 116 |
|