Global Retirement 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
Q2 | $5.72M | Buy |
+8,079
| New | +$5.72M | 0.14% | 136 |
|
2024
Q4 | $3.22M | Buy |
5,619
+290
| +5% | +$166K | 0.09% | 212 |
|
2024
Q3 | $2.64M | Sell |
5,329
-115
| -2% | -$56.9K | 0.08% | 240 |
|
2024
Q2 | $2.46M | Buy |
5,444
+203
| +4% | +$91.8K | 0.08% | 241 |
|
2024
Q1 | $2.19M | Buy |
5,241
+112
| +2% | +$46.8K | 0.08% | 232 |
|
2023
Q4 | $1.95M | Buy |
5,129
+753
| +17% | +$286K | 0.08% | 225 |
|
2023
Q3 | $1.35M | Buy |
4,376
+1,895
| +76% | +$585K | 0.07% | 258 |
|
2023
Q2 | $800K | Sell |
2,481
-32
| -1% | -$10.3K | 0.04% | 352 |
|
2023
Q1 | $826K | Buy |
2,513
+807
| +47% | +$265K | 0.04% | 337 |
|
2022
Q4 | $586K | Buy |
1,706
+82
| +5% | +$28.2K | 0.04% | 347 |
|
2022
Q3 | $559K | Sell |
1,624
-158
| -9% | -$54.4K | 0.04% | 335 |
|
2022
Q2 | $529K | Buy |
1,782
+146
| +9% | +$43.3K | 0.04% | 351 |
|
2022
Q1 | $513K | Buy |
+1,636
| New | +$513K | 0.04% | 351 |
|
2021
Q4 | – | Sell |
-1,255
| Closed | -$475K | – | 866 |
|
2021
Q3 | $475K | Buy |
1,255
+19
| +2% | +$7.19K | 0.05% | 309 |
|
2021
Q2 | $469K | Sell |
1,236
-20
| -2% | -$7.59K | 0.05% | 300 |
|
2021
Q1 | $411K | Buy |
1,256
+99
| +9% | +$32.4K | 0.05% | 288 |
|
2020
Q4 | $305K | Sell |
1,157
-288
| -20% | -$75.9K | 0.04% | 318 |
|
2020
Q3 | $290K | Sell |
1,445
-107
| -7% | -$21.5K | 0.04% | 300 |
|
2020
Q2 | $307K | Sell |
1,552
-203
| -12% | -$40.2K | 0.05% | 290 |
|
2020
Q1 | $271K | Sell |
1,755
-135
| -7% | -$20.8K | 0.05% | 274 |
|
2019
Q4 | $434K | Sell |
1,890
-473
| -20% | -$109K | 0.07% | 251 |
|
2019
Q3 | $490K | Buy |
2,363
+214
| +10% | +$44.4K | 0.08% | 217 |
|
2019
Q2 | $440K | Buy |
2,149
+503
| +31% | +$103K | 0.08% | 197 |
|
2019
Q1 | $316K | Buy |
1,646
+20
| +1% | +$3.84K | 0.08% | 222 |
|
2018
Q4 | $272K | Sell |
1,626
-20
| -1% | -$3.35K | 0.07% | 240 |
|
2018
Q3 | $369K | Sell |
1,646
-93
| -5% | -$20.8K | 0.08% | 214 |
|
2018
Q2 | $384K | Buy |
1,739
+96
| +6% | +$21.2K | 0.1% | 197 |
|
2018
Q1 | $414K | Buy |
1,643
+71
| +5% | +$17.9K | 0.11% | 182 |
|
2017
Q4 | $401K | Buy |
1,572
+331
| +27% | +$84.4K | 0.11% | 173 |
|
2017
Q3 | $294K | Buy |
1,241
+844
| +213% | +$200K | 0.12% | 169 |
|
2017
Q2 | $88K | Buy |
397
+57
| +17% | +$12.6K | 0.04% | 318 |
|
2017
Q1 | $78K | Sell |
340
-41
| -11% | -$9.41K | 0.04% | 315 |
|
2016
Q4 | $91K | Buy |
+381
| New | +$91K | 0.06% | 248 |
|