Global Financial Private Client’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 | $737K | Buy |
871
+17
| +2% | +$15.2K | 0.24% | 124 |
|
|
2025
Q4 | $751K | Buy |
854
+5
| +0.6% | +$4.08K | 0.26% | 111 |
|
|
2025
Q3 | $676K | Buy |
849
+25
| +3% | +$18.5K | 0.24% | 117 |
|
|
2025
Q2 | $583K | Sell |
824
-2
| -0.2% | -$1.16K | 0.22% | 120 |
|
|
2025
Q1 | $451K | Buy |
826
+9
| +1% | +$5.42K | 0.17% | 135 |
|
|
2024
Q4 | $468K | Buy |
817
+4
| +0.5% | +$2.23K | 0.18% | 140 |
|
|
2024
Q3 | $403K | Buy |
813
+88
| +12% | +$43K | 0.16% | 145 |
|
|
2024
Q2 | $328K | Sell |
725
-22
| -3% | -$9.65K | 0.14% | 152 |
|
|
2024
Q1 | $309K | Sell |
747
-2
| -0.3% | -$776 | 0.13% | 152 |
|
|
2023
Q4 | $289K | Sell |
749
-68
| -8% | -$22.7K | 0.14% | 152 |
|
|
2023
Q3 | $260K | Hold |
817
| – | – | 0.13% | 149 |
|
|
2023
Q2 | $267K | Sell |
817
-4,343
| -84% | -$1.43M | 0.13% | 154 |
|
|
2023
Q1 | $1.68M | Buy |
5,160
+1,841
| +55% | +$641K | 0.87% | 25 |
|
|
2022
Q4 | $1.14M | Buy |
3,319
+385
| +13% | +$134K | 0.64% | 38 |
|
|
2022
Q3 | $878K | Buy |
2,934
+90
| +3% | +$29.2K | 0.51% | 49 |
|
|
2022
Q2 | $851K | Buy |
2,844
+992
| +54% | +$309K | 0.48% | 53 |
|
|
2022
Q1 | $612K | Buy |
1,852
+1,168
| +171% | +$413K | 0.3% | 78 |
|
|
2021
Q4 | $262K | Buy |
684
+316
| +86% | +$125K | 0.13% | 130 |
|
|
2021
Q3 | $140K | Hold |
368
| – | – | 0.07% | 157 |
|
|
2021
Q2 | $138K | Hold |
368
| – | – | 0.08% | 151 |
|
|
2021
Q1 | $121K | Hold |
368
| – | – | 0.09% | 138 |
|
|
2020
Q4 | $97K | Hold |
368
| – | – | 0.08% | 135 |
|
|
2020
Q3 | $73.1K | Sell |
368
-178
| -33% | -$36.2K | 0.06% | 157 |
|
|
2020
Q2 | $108K | Buy |
546
+17
| +3% | +$3.19K | 0.09% | 144 |
|
|
2020
Q1 | $76.9K | Buy |
529
+461
| +678% | +$97.9K | 0.08% | 166 |
|
|
2019
Q4 | $15.6K | Buy |
+68
| New | +$14.8K | 0.01% | 348 |
|
Other funds holding GS
VCM
VPM
