Gries Financial’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
$401K Sell
566
-489
-46% -$346K 0.07% 188
2025
Q1
$576K Sell
1,055
-3,221
-75% -$1.76M 0.11% 150
2024
Q4
$2.45M Sell
4,276
-17
-0.4% -$9.74K 0.43% 48
2024
Q3
$2.13M Sell
4,293
-3,222
-43% -$1.6M 0.4% 58
2024
Q2
$3.4M Sell
7,515
-316
-4% -$143K 0.7% 26
2024
Q1
$3.27M Sell
7,831
-36
-0.5% -$15K 0.55% 40
2023
Q4
$3.03M Sell
7,867
-109
-1% -$42.1K 0.67% 29
2023
Q3
$2.58M Sell
7,976
-236
-3% -$76.4K 0.7% 29
2023
Q2
$2.65M Buy
8,212
+42
+0.5% +$13.5K 0.73% 28
2023
Q1
$2.67M Sell
8,170
-237
-3% -$77.5K 0.79% 29
2022
Q4
$2.89M Buy
8,407
+2,689
+47% +$923K 0.96% 27
2022
Q3
$1.68M Buy
5,718
+228
+4% +$66.8K 0.71% 38
2022
Q2
$1.63M Buy
5,490
+2,470
+82% +$734K 0.78% 42
2022
Q1
$997K Buy
3,020
+816
+37% +$269K 0.37% 77
2021
Q4
$843K Sell
2,204
-2,374
-52% -$908K 0.34% 81
2021
Q3
$1.73M Sell
4,578
-1,193
-21% -$451K 0.54% 55
2021
Q2
$2.18M Sell
5,771
-2,208
-28% -$834K 0.7% 34
2021
Q1
$2.86M Buy
+7,979
New +$2.86M 0.91% 29