Forum Financial 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 | $2.99M | Sell |
4,227
-269
| -6% | -$190K | 0.05% | 85 |
|
|
2025
Q1 | $2.46M | Sell |
4,496
-230
| -5% | -$126K | 0.04% | 95 |
|
|
2024
Q4 | $2.71M | Buy |
4,726
+722
| +18% | +$413K | 0.04% | 87 |
|
|
2024
Q3 | $1.98M | Sell |
4,004
-134
| -3% | -$66.3K | 0.03% | 109 |
|
|
2024
Q2 | $1.87M | Buy |
4,138
+300
| +8% | +$136K | 0.03% | 110 |
|
|
2024
Q1 | $1.6M | Buy |
3,838
+55
| +1% | +$23K | 0.03% | 141 |
|
|
2023
Q4 | $1.46M | Sell |
3,783
-661
| -15% | -$255K | 0.03% | 123 |
|
|
2023
Q3 | $1.44M | Sell |
4,444
-7
| -0.2% | -$2.27K | 0.03% | 118 |
|
|
2023
Q2 | $1.44M | Buy |
4,451
+926
| +26% | +$299K | 0.03% | 116 |
|
|
2023
Q1 | $1.15M | Sell |
3,525
-62
| -2% | -$20.3K | 0.03% | 126 |
|
|
2022
Q4 | $1.23M | Sell |
3,587
-36
| -1% | -$12.4K | 0.04% | 109 |
|
|
2022
Q3 | $1.06M | Buy |
3,623
+62
| +2% | +$18.2K | 0.05% | 110 |
|
|
2022
Q2 | $1.06M | Sell |
3,561
-175
| -5% | -$52K | 0.05% | 118 |
|
|
2022
Q1 | $1.23M | Buy |
3,736
+293
| +9% | +$96.7K | 0.06% | 100 |
|
|
2021
Q4 | $1.32M | Buy |
+3,443
| New | +$1.32M | 0.07% | 91 |
|