Evermay 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 | $147K | Sell |
207
-6
| -3% | -$4.25K | 0.02% | 226 |
|
|
2025
Q1 | $116K | Buy |
213
+100
| +88% | +$54.6K | 0.02% | 242 |
|
|
2024
Q4 | $64.7K | Buy |
113
+1
| +0.9% | +$573 | 0.01% | 297 |
|
|
2024
Q3 | $55.5K | Sell |
112
-3
| -3% | -$1.49K | 0.01% | 328 |
|
|
2024
Q2 | $52K | Hold |
115
| – | – | 0.01% | 342 |
|
|
2024
Q1 | $48K | Sell |
115
-7
| -6% | -$2.92K | 0.01% | 354 |
|
|
2023
Q4 | $47.1K | Sell |
122
-75
| -38% | -$28.9K | 0.01% | 334 |
|
|
2023
Q3 | $63.7K | Hold |
197
| – | – | 0.01% | 282 |
|
|
2023
Q2 | $63.5K | Hold |
197
| – | – | 0.01% | 289 |
|
|
2023
Q1 | $64.4K | Hold |
197
| – | – | 0.01% | 279 |
|
|
2022
Q4 | $67.6K | Buy |
197
+102
| +107% | +$35K | 0.01% | 265 |
|
|
2022
Q3 | $28K | Sell |
95
-10
| -10% | -$2.95K | 0.01% | 318 |
|
|
2022
Q2 | $31K | Buy |
105
+74
| +239% | +$21.8K | 0.01% | 310 |
|
|
2022
Q1 | $10K | Buy |
+31
| New | +$10K | ﹤0.01% | 420 |
|