HB 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 | $10.4M | Buy |
14,723
+501
| +4% | +$355K | 0.08% | 128 |
|
|
2025
Q1 | $7.77M | Buy |
14,222
+4,364
| +44% | +$2.38M | 0.07% | 162 |
|
|
2024
Q4 | $5.65M | Buy |
9,858
+588
| +6% | +$337K | 0.06% | 151 |
|
|
2024
Q3 | $4.59M | Buy |
9,270
+732
| +9% | +$362K | 0.05% | 165 |
|
|
2024
Q2 | $3.86M | Buy |
8,538
+1,082
| +15% | +$489K | 0.05% | 177 |
|
|
2024
Q1 | $3.11M | Buy |
7,456
+231
| +3% | +$96.5K | 0.04% | 187 |
|
|
2023
Q4 | $2.79M | Sell |
7,225
-1,460
| -17% | -$563K | 0.04% | 185 |
|
|
2023
Q3 | $2.81M | Buy |
8,685
+1,227
| +16% | +$397K | 0.05% | 168 |
|
|
2023
Q2 | $2.41M | Buy |
7,458
+136
| +2% | +$43.9K | 0.04% | 183 |
|
|
2023
Q1 | $2.4M | Buy |
7,322
+78
| +1% | +$25.5K | 0.04% | 179 |
|
|
2022
Q4 | $2.49M | Buy |
7,244
+1,139
| +19% | +$391K | 0.05% | 175 |
|
|
2022
Q3 | $1.79M | Sell |
6,105
-67
| -1% | -$19.6K | 0.04% | 190 |
|
|
2022
Q2 | $1.83M | Buy |
6,172
+2,084
| +51% | +$619K | 0.04% | 183 |
|
|
2022
Q1 | $1.35M | Buy |
4,088
+1,774
| +77% | +$586K | 0.03% | 228 |
|
|
2021
Q4 | $885K | Buy |
+2,314
| New | +$885K | 0.02% | 254 |
|