Everhart Financial Group’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 | $1.88M | Buy |
2,650
+178
| +7% | +$126K | 0.22% | 61 |
|
|
2025
Q1 | $1.35M | Buy |
2,472
+135
| +6% | +$73.8K | 0.18% | 77 |
|
|
2024
Q4 | $1.34M | Buy |
2,337
+176
| +8% | +$101K | 0.28% | 69 |
|
|
2024
Q3 | $1.07M | Buy |
2,161
+749
| +53% | +$371K | 0.24% | 94 |
|
|
2024
Q2 | $639K | Sell |
1,412
-1,163
| -45% | -$526K | 0.17% | 130 |
|
|
2024
Q1 | $1.08M | Buy |
2,575
+1,524
| +145% | +$637K | 0.31% | 64 |
|
|
2023
Q4 | $405K | Buy |
1,051
+234
| +29% | +$90.3K | 0.14% | 140 |
|
|
2023
Q3 | $264K | Sell |
817
-63
| -7% | -$20.4K | 0.11% | 170 |
|
|
2023
Q2 | $284K | Buy |
880
+186
| +27% | +$60K | 0.12% | 165 |
|
|
2023
Q1 | $227K | Sell |
694
-26
| -4% | -$8.51K | 0.1% | 176 |
|
|
2022
Q4 | $247K | Sell |
720
-270
| -27% | -$92.7K | 0.12% | 144 |
|
|
2022
Q3 | $290K | Buy |
990
+199
| +25% | +$58.3K | 0.16% | 130 |
|
|
2022
Q2 | $235K | Buy |
+791
| New | +$235K | 0.14% | 150 |
|