Evercore Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Sell |
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|
2025
Q1 | $2.82M | Sell |
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|
2024
Q4 | $3M | Hold |
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|
2024
Q3 | $2.6M | Sell |
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|
2024
Q2 | $2.4M | Sell |
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|
2024
Q1 | $2.24M | Buy |
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|
2023
Q4 | $2.05M | Buy |
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|
2023
Q3 | $1.7M | Sell |
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|
2023
Q2 | $1.78M | Buy |
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|
2023
Q1 | $1.73M | Sell |
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|
2022
Q4 | $2.03M | Sell |
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|
2022
Q3 | $1.76M | Sell |
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|
2022
Q2 | $1.8M | Sell |
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|
2022
Q1 | $2.01M | Sell |
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|
2021
Q4 | $2.34M | Hold |
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|
2021
Q3 | $2.31M | Sell |
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|
2021
Q2 | $2.35M | Sell |
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|
2021
Q1 | $2.06M | Buy |
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|
2020
Q4 | $1.47M | Buy |
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|
2020
Q3 | $984K | Buy |
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|
2020
Q2 | $830K | Buy |
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|
2020
Q1 | $504K | Buy |
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|
2019
Q4 | $743K | Buy |
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|
2019
Q3 | $656K | Buy |
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|
2019
Q2 | $589K | Buy |
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|
2019
Q1 | $480K | Sell |
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|
2018
Q4 | $567K | Sell |
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|
2018
Q3 | $929K | Buy |
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|
2018
Q2 | $688K | Buy |
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|
2018
Q1 | $475K | Sell |
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|
2017
Q4 | $520K | Sell |
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|
2017
Q3 | $492K | Sell |
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|
2017
Q2 | $472K | Buy |
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|
2017
Q1 | $481K | Buy |
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|
2016
Q4 | $438K | Sell |
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|
2016
Q3 | $360K | Buy |
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|
2016
Q2 | $324K | Buy |
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|
2016
Q1 | $309K | Sell |
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|
2015
Q4 | $645K | Buy |
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|
2015
Q3 | $572K | Buy |
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|
2015
Q2 | $679K | Buy |
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|
2015
Q1 | $515K | Sell |
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|
2014
Q4 | $628K | Sell |
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|
2014
Q3 | $676K | Buy |
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|
2014
Q2 | $391K | Buy |
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|
2014
Q1 | $327K | Sell |
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|
2013
Q4 | $611K | Buy |
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|
2013
Q3 | $243K | Sell |
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|
2013
Q2 | $251K | Buy |
|