Focus Partners 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 | $140M | Buy |
197,553
+23,915
| +14% | +$16.9M | 0.3% | 64 |
|
2025
Q1 | $94.9M | Sell |
173,638
-3,212
| -2% | -$1.75M | 0.24% | 90 |
|
2024
Q4 | $101M | Buy |
176,850
+80,296
| +83% | +$46M | 0.26% | 79 |
|
2024
Q3 | $47.8M | Sell |
96,554
-1,720
| -2% | -$852K | 0.15% | 145 |
|
2024
Q2 | $44.5M | Buy |
98,274
+55,053
| +127% | +$24.9M | 0.15% | 145 |
|
2024
Q1 | $18.1M | Buy |
43,221
+41,563
| +2,507% | +$17.4M | 0.15% | 155 |
|
2023
Q4 | $640K | Buy |
+1,658
| New | +$640K | 0.01% | 534 |
|