HB Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.1M | Buy |
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|
2025
Q2 | $10.4M | Buy |
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|
2025
Q1 | $7.77M | Buy |
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|
2024
Q4 | $5.65M | Buy |
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|
2024
Q3 | $4.59M | Buy |
|
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|
2024
Q2 | $3.86M | Buy |
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|
2024
Q1 | $3.11M | Buy |
|
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|
2023
Q4 | $2.79M | Sell |
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|
2023
Q3 | $2.81M | Buy |
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|
2023
Q2 | $2.41M | Buy |
|
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|
2023
Q1 | $2.4M | Buy |
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|
2022
Q4 | $2.49M | Buy |
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|
2022
Q3 | $1.79M | Sell |
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|
2022
Q2 | $1.83M | Buy |
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|
2022
Q1 | $1.35M | Buy |
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|
2021
Q4 | $885K | Buy |
|