Geneva Partners’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,000
| Closed | -$573K | – | 68 |
|
2024
Q4 | $573K | Hold |
1,000
| – | – | 0.23% | 56 |
|
2024
Q3 | $495K | Buy |
+1,000
| New | +$495K | 0.21% | 57 |
|
2022
Q1 | – | Sell |
-4,854
| Closed | -$1.86M | – | 96 |
|
2021
Q4 | $1.86M | Sell |
4,854
-7,613
| -61% | -$2.91M | 0.88% | 33 |
|
2021
Q3 | $4.71M | Buy |
+12,467
| New | +$4.71M | 2.23% | 19 |
|
2018
Q2 | – | Sell |
-15,115
| Closed | -$3.81M | – | 88 |
|
2018
Q1 | $3.81M | Sell |
15,115
-800
| -5% | -$201K | 3.13% | 7 |
|
2017
Q4 | $4.06M | Buy |
15,915
+10,021
| +170% | +$2.55M | 3.03% | 8 |
|
2017
Q3 | $1.4M | Buy |
+5,894
| New | +$1.4M | 1.1% | 33 |
|
2016
Q2 | $1.73M | Buy |
+7,799
| New | +$1.73M | 1.55% | 27 |
|