Golden State Wealth 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 | $216K | Sell |
305
-2
| -0.7% | -$1.42K | 0.03% | 350 |
|
|
2025
Q1 | $168K | Sell |
307
-9
| -3% | -$4.92K | 0.02% | 362 |
|
|
2024
Q4 | $181K | Buy |
+316
| New | +$181K | 0.03% | 338 |
|
|
2022
Q1 | – | Sell |
-929
| Closed | -$355K | – | 327 |
|
|
2021
Q4 | $355K | Buy |
929
+32
| +4% | +$12.2K | 0.06% | 262 |
|
|
2021
Q3 | $339K | Sell |
897
-57
| -6% | -$21.5K | 0.07% | 212 |
|
|
2021
Q2 | $362K | Sell |
954
-24
| -2% | -$9.11K | 0.08% | 202 |
|
|
2021
Q1 | $319K | Sell |
978
-314
| -24% | -$102K | 0.11% | 141 |
|
|
2020
Q4 | $341K | Sell |
1,292
-9
| -0.7% | -$2.38K | 0.1% | 160 |
|
|
2020
Q3 | $261K | Sell |
1,301
-350
| -21% | -$70.2K | 0.09% | 159 |
|
|
2020
Q2 | $316K | Buy |
1,651
+881
| +114% | +$169K | 0.1% | 132 |
|
|
2020
Q1 | $119K | Buy |
+770
| New | +$119K | 0.05% | 227 |
|
|
2019
Q4 | – | Sell |
-529
| Closed | -$110K | – | 406 |
|
|
2019
Q3 | $110K | Sell |
529
-1,088
| -67% | -$226K | 0.04% | 302 |
|
|
2019
Q2 | $330K | Buy |
1,617
+146
| +10% | +$29.8K | 0.1% | 157 |
|
|
2019
Q1 | $282K | Buy |
+1,471
| New | +$282K | 0.09% | 178 |
|