Holistic Financial Partners’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 | $1.11M | Sell |
1,564
-70
| -4% | -$49.5K | 0.48% | 33 |
|
|
2025
Q1 | $893K | Sell |
1,634
-164
| -9% | -$89.6K | 0.43% | 33 |
|
|
2024
Q4 | $1.03M | Sell |
1,798
-1
| -0.1% | -$573 | 0.51% | 29 |
|
|
2024
Q3 | $891K | Sell |
1,799
-3
| -0.2% | -$1.49K | 0.43% | 34 |
|
|
2024
Q2 | $815K | Sell |
1,802
-57
| -3% | -$25.8K | 0.41% | 33 |
|
|
2024
Q1 | $776K | Buy |
1,859
+13
| +0.7% | +$5.43K | 0.39% | 34 |
|
|
2023
Q4 | $712K | Buy |
1,846
+437
| +31% | +$169K | 0.43% | 35 |
|
|
2023
Q3 | $456K | Buy |
1,409
+403
| +40% | +$130K | 0.3% | 43 |
|
|
2023
Q2 | $324K | Buy |
1,006
+9
| +0.9% | +$2.9K | 0.23% | 63 |
|
|
2023
Q1 | $326K | Sell |
997
-7
| -0.7% | -$2.29K | 0.26% | 63 |
|
|
2022
Q4 | $345K | Hold |
1,004
| – | – | 0.31% | 56 |
|
|
2022
Q3 | $294K | Buy |
1,004
+9
| +0.9% | +$2.64K | 0.29% | 55 |
|
|
2022
Q2 | $296K | Hold |
995
| – | – | 0.28% | 60 |
|
|
2022
Q1 | $328K | Hold |
995
| – | – | 0.21% | 70 |
|
|
2021
Q4 | $381K | Sell |
995
-2
| -0.2% | -$766 | 0.22% | 67 |
|
|
2021
Q3 | $377K | Hold |
997
| – | – | 0.23% | 61 |
|
|
2021
Q2 | $378K | Hold |
997
| – | – | 0.23% | 62 |
|
|
2021
Q1 | $326K | Sell |
997
-216
| -18% | -$70.6K | 0.22% | 68 |
|
|
2020
Q4 | $320K | Buy |
1,213
+113
| +10% | +$29.8K | 0.22% | 65 |
|
|
2020
Q3 | $221K | Hold |
1,100
| – | – | 0.18% | 76 |
|
|
2020
Q2 | $217K | Buy |
+1,100
| New | +$217K | 0.19% | 71 |
|
|
2020
Q1 | – | Sell |
-1,095
| Closed | -$252K | – | 101 |
|
|
2019
Q4 | $252K | Hold |
1,095
| – | – | 0.15% | 86 |
|
|
2019
Q3 | $227K | Hold |
1,095
| – | – | 0.2% | 70 |
|
|
2019
Q2 | $224K | Buy |
1,095
+5
| +0.5% | +$1.02K | 0.22% | 66 |
|
|
2019
Q1 | $209K | Buy |
+1,090
| New | +$209K | 0.09% | 109 |
|
|
2018
Q4 | – | Sell |
-1,162
| Closed | -$261K | – | 73 |
|
|
2018
Q3 | $261K | Buy |
+1,162
| New | +$261K | 0.24% | 54 |
|
|
2018
Q2 | – | Sell |
-1,373
| Closed | -$346K | – | 176 |
|
|
2018
Q1 | $346K | Buy |
1,373
+3
| +0.2% | +$756 | 0.29% | 33 |
|
|
2017
Q4 | $349K | Buy |
+1,370
| New | +$349K | 0.29% | 36 |
|