Hennion & Walsh Asset Management’s Goldman Sachs GS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.35M Buy
4,739
+1,336
+39% +$946K 0.14% 193
2025
Q1
$1.86M Sell
3,403
-1,054
-24% -$576K 0.08% 289
2024
Q4
$2.55M Buy
4,457
+730
+20% +$418K 0.12% 225
2024
Q3
$1.85M Sell
3,727
-732
-16% -$362K 0.09% 301
2024
Q2
$2.02M Buy
4,459
+179
+4% +$81K 0.1% 250
2024
Q1
$1.79M Sell
4,280
-957
-18% -$400K 0.1% 280
2023
Q4
$2.02M Buy
5,237
+1,396
+36% +$539K 0.12% 239
2023
Q3
$1.24M Buy
3,841
+583
+18% +$189K 0.08% 313
2023
Q2
$1.05M Buy
3,258
+1,332
+69% +$430K 0.06% 368
2023
Q1
$630K Buy
1,926
+1,001
+108% +$327K 0.04% 455
2022
Q4
$318K Buy
+925
New +$318K 0.02% 610