GWM
GSB Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
418
+31
| +8% | +$21.9K | 0.07% | 184 |
|
|
2025
Q1 | $211K | Hold |
387
| – | – | 0.06% | 202 |
|
|
2024
Q4 | $222K | Buy |
+387
| New | +$222K | 0.06% | 207 |
|
|
2022
Q4 | – | Sell |
-1,240
| Closed | -$363K | – | 204 |
|
|
2022
Q3 | $363K | Sell |
1,240
-40
| -3% | -$11.7K | 0.13% | 157 |
|
|
2022
Q2 | $380K | Buy |
1,280
+193
| +18% | +$57.3K | 0.13% | 158 |
|
|
2022
Q1 | $359K | Buy |
1,087
+187
| +21% | +$61.8K | 0.1% | 176 |
|
|
2021
Q4 | $344K | Buy |
900
+325
| +57% | +$124K | 0.1% | 176 |
|
|
2021
Q3 | $217K | Hold |
575
| – | – | 0.11% | 146 |
|
|
2021
Q2 | $218K | Buy |
+575
| New | +$218K | 0.07% | 209 |
|