Flagship Private 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 | $385K | Hold |
545
| – | – | 0.16% | 72 |
|
|
2025
Q1 | $297K | Hold |
545
| – | – | 0.14% | 76 |
|
|
2024
Q4 | $312K | Hold |
545
| – | – | 0.15% | 79 |
|
|
2024
Q3 | $270K | Hold |
545
| – | – | 0.14% | 83 |
|
|
2024
Q2 | $246K | Hold |
545
| – | – | 0.15% | 78 |
|
|
2024
Q1 | $227K | Hold |
545
| – | – | 0.15% | 82 |
|
|
2023
Q4 | $210K | Buy |
+545
| New | +$210K | 0.16% | 75 |
|
|
2021
Q3 | – | Sell |
-509
| Closed | -$187K | – | 149 |
|
|
2021
Q2 | $187K | Hold |
509
| – | – | 0.14% | 70 |
|
|
2021
Q1 | $165K | Sell |
509
-1
| -0.2% | -$324 | 0.14% | 71 |
|
|
2020
Q4 | $139K | Buy |
+510
| New | +$139K | 0.13% | 71 |
|