Herold Advisors’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 | $953K | Sell |
1,346
-818
| -38% | -$579K | 0.2% | 120 |
|
|
2025
Q1 | $1.18M | Buy |
2,164
+388
| +22% | +$212K | 0.26% | 105 |
|
|
2024
Q4 | $1.02M | Hold |
1,776
| – | – | 0.22% | 119 |
|
|
2024
Q3 | $879K | Hold |
1,776
| – | – | 0.19% | 142 |
|
|
2024
Q2 | $803K | Hold |
1,776
| – | – | 0.19% | 140 |
|
|
2024
Q1 | $742K | Hold |
1,776
| – | – | 0.18% | 145 |
|
|
2023
Q4 | $685K | Hold |
1,776
| – | – | 0.19% | 132 |
|
|
2023
Q3 | $575K | Sell |
1,776
-100
| -5% | -$32.4K | 0.17% | 140 |
|
|
2023
Q2 | $605K | Sell |
1,876
-15
| -0.8% | -$4.84K | 0.19% | 136 |
|
|
2023
Q1 | $619K | Sell |
1,891
-664
| -26% | -$217K | 0.21% | 118 |
|
|
2022
Q4 | $877K | Buy |
2,555
+1,000
| +64% | +$343K | 0.37% | 86 |
|
|
2022
Q3 | $455K | Hold |
1,555
| – | – | 0.22% | 110 |
|
|
2022
Q2 | $461K | Buy |
1,555
+190
| +14% | +$56.3K | 0.21% | 117 |
|
|
2022
Q1 | $451K | Buy |
1,365
+700
| +105% | +$231K | 0.16% | 136 |
|
|
2021
Q4 | $254K | Buy |
665
+65
| +11% | +$24.8K | 0.1% | 176 |
|
|
2021
Q3 | $226K | Buy |
+600
| New | +$226K | 0.09% | 183 |
|