Holistic Financial Partners’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 | $1.25M | Buy |
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|
2025
Q2 | $1.11M | Sell |
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|
2025
Q1 | $893K | Sell |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $891K | Sell |
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|
2024
Q2 | $815K | Sell |
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|
2024
Q1 | $776K | Buy |
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|
2023
Q4 | $712K | Buy |
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|
2023
Q3 | $456K | Buy |
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|
2023
Q2 | $324K | Buy |
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|
2023
Q1 | $326K | Sell |
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|
2022
Q4 | $345K | Hold |
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|
2022
Q3 | $294K | Buy |
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|
2022
Q2 | $296K | Hold |
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|
2022
Q1 | $328K | Hold |
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|
2021
Q4 | $381K | Sell |
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|
2021
Q3 | $377K | Hold |
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|
2021
Q2 | $378K | Hold |
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|
2021
Q1 | $326K | Sell |
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|
2020
Q4 | $320K | Buy |
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|
2020
Q3 | $221K | Hold |
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|
2020
Q2 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $252K | Hold |
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|
2019
Q3 | $227K | Hold |
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|
2019
Q2 | $224K | Buy |
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|
2019
Q1 | $209K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $261K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $346K | Buy |
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|
2017
Q4 | $349K | Buy |
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