Forum Financial Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $4.21M | Buy |
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|
2025
Q3 | $3.8M | Buy |
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|
2025
Q2 | $2.99M | Sell |
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|
2025
Q1 | $2.46M | Sell |
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|
2024
Q4 | $2.71M | Buy |
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|
2024
Q3 | $1.98M | Sell |
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|
2024
Q2 | $1.87M | Buy |
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|
2024
Q1 | $1.6M | Buy |
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|
2023
Q4 | $1.46M | Sell |
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|
2023
Q3 | $1.44M | Sell |
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|
2023
Q2 | $1.44M | Buy |
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|
2023
Q1 | $1.15M | Sell |
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|
2022
Q4 | $1.23M | Sell |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.32M | Buy |
|