Evoke Wealth’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 | $4.81M | Buy |
6,797
+172
| +3% | +$122K | 0.11% | 81 |
|
|
2025
Q1 | $3.62M | Sell |
6,625
-41
| -0.6% | -$22.4K | 0.09% | 89 |
|
|
2024
Q4 | $3.82M | Buy |
6,666
+230
| +4% | +$132K | 0.11% | 86 |
|
|
2024
Q3 | $3.19M | Buy |
+6,436
| New | +$3.19M | 0.09% | 93 |
|
|
2024
Q2 | – | Sell |
-6,100
| Closed | -$2.55M | – | 219 |
|
|
2024
Q1 | $2.55M | Buy |
+6,100
| New | +$2.55M | 0.08% | 95 |
|
|
2023
Q4 | – | Sell |
-1,640
| Closed | -$531K | – | 196 |
|
|
2023
Q3 | $531K | Buy |
1,640
+10
| +0.6% | +$3.24K | 0.02% | 231 |
|
|
2023
Q2 | $526K | Sell |
1,630
-54
| -3% | -$17.4K | 0.02% | 210 |
|
|
2023
Q1 | $551K | Buy |
1,684
+69
| +4% | +$22.6K | 0.02% | 203 |
|
|
2022
Q4 | $555K | Buy |
1,615
+61
| +4% | +$21K | 0.02% | 209 |
|
|
2022
Q3 | $455K | Sell |
1,554
-17
| -1% | -$4.98K | 0.02% | 218 |
|
|
2022
Q2 | $467K | Buy |
1,571
+77
| +5% | +$22.9K | 0.02% | 226 |
|
|
2022
Q1 | $493K | Sell |
1,494
-1,439
| -49% | -$475K | 0.02% | 236 |
|
|
2021
Q4 | $1.12M | Buy |
2,933
+980
| +50% | +$375K | 0.04% | 171 |
|
|
2021
Q3 | $738K | Buy |
1,953
+175
| +10% | +$66.1K | 0.03% | 194 |
|
|
2021
Q2 | $675K | Buy |
1,778
+168
| +10% | +$63.8K | 0.03% | 212 |
|
|
2021
Q1 | $527K | Buy |
1,610
+833
| +107% | +$273K | 0.02% | 211 |
|
|
2020
Q4 | $205K | Sell |
777
-255
| -25% | -$67.3K | 0.01% | 229 |
|
|
2020
Q3 | $207K | Sell |
1,032
-104
| -9% | -$20.9K | 0.02% | 207 |
|
|
2020
Q2 | $225K | Buy |
1,136
+327
| +40% | +$64.8K | 0.02% | 185 |
|
|
2020
Q1 | $125K | Buy |
809
+258
| +47% | +$39.9K | 0.02% | 230 |
|
|
2019
Q4 | $127K | Sell |
551
-4
| -0.7% | -$920 | 0.02% | 292 |
|
|
2019
Q3 | $115K | Buy |
+555
| New | +$115K | 0.01% | 345 |
|