GM
GeoWealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $982K | Sell |
1,387
-4,955
| -78% | -$3.51M | 0.04% | 260 |
|
|
2025
Q1 | $3.46M | Sell |
6,342
-190
| -3% | -$104K | 0.14% | 96 |
|
|
2024
Q4 | $3.74M | Buy |
6,532
+1,906
| +41% | +$1.09M | 0.12% | 119 |
|
|
2024
Q3 | $2.29M | Buy |
4,626
+313
| +7% | +$155K | 0.08% | 166 |
|
|
2024
Q2 | $1.95M | Buy |
4,313
+3,205
| +289% | +$1.45M | 0.08% | 161 |
|
|
2024
Q1 | $463K | Buy |
1,108
+429
| +63% | +$179K | 0.02% | 455 |
|
|
2023
Q4 | $261K | Buy |
679
+367
| +118% | +$141K | 0.02% | 441 |
|
|
2023
Q3 | $101K | Sell |
312
-5
| -2% | -$1.62K | 0.01% | 331 |
|
|
2023
Q2 | $103K | Buy |
317
+20
| +7% | +$6.5K | 0.01% | 287 |
|
|
2023
Q1 | $97K | Buy |
+297
| New | +$97K | 0.01% | 243 |
|
|
2019
Q4 | – | Sell |
-1,910
| Closed | -$396K | – | 136 |
|
|
2019
Q3 | $396K | Buy |
+1,910
| New | +$396K | 0.09% | 119 |
|