HighMark 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 | $17K | Buy |
24
+12
| +100% | +$8.49K | 0.01% | 250 |
|
|
2025
Q1 | $6.56K | Hold |
12
| – | – | ﹤0.01% | 336 |
|
|
2024
Q4 | $6.87K | Hold |
12
| – | – | ﹤0.01% | 343 |
|
|
2024
Q3 | $5.94K | Buy |
+12
| New | +$5.94K | ﹤0.01% | 384 |
|
|
2024
Q2 | – | Hold |
0
| – | -$2.92K | – | 601 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 429 |
|
|
2023
Q1 | – | Sell |
-19
| Closed | -$6.52K | – | 607 |
|
|
2022
Q4 | $6.52K | Sell |
19
-15
| -44% | -$5.15K | ﹤0.01% | 308 |
|
|
2022
Q3 | $10K | Hold |
34
| – | – | 0.01% | 243 |
|
|
2022
Q2 | $10K | Buy |
34
+10
| +42% | +$2.94K | 0.01% | 244 |
|
|
2022
Q1 | $8K | Buy |
24
+1
| +4% | +$333 | 0.01% | 298 |
|
|
2021
Q4 | $9K | Sell |
23
-2
| -8% | -$783 | 0.01% | 276 |
|
|
2021
Q3 | $9K | Sell |
25
-5
| -17% | -$1.8K | 0.01% | 267 |
|
|
2021
Q2 | $11K | Sell |
30
-9
| -23% | -$3.3K | 0.01% | 240 |
|
|
2021
Q1 | $13K | Sell |
39
-5
| -11% | -$1.67K | 0.01% | 203 |
|
|
2020
Q4 | $12K | Hold |
44
| – | – | 0.01% | 201 |
|
|
2020
Q3 | $9K | Sell |
44
-3
| -6% | -$614 | 0.01% | 244 |
|
|
2020
Q2 | $9K | Sell |
47
-7
| -13% | -$1.34K | 0.01% | 219 |
|
|
2020
Q1 | $8K | Buy |
54
+3
| +6% | +$444 | 0.01% | 165 |
|
|
2019
Q4 | $11K | Buy |
+51
| New | +$11K | 0.01% | 194 |
|