Horizon Family Wealth’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 | $723K | Buy |
1,022
+5
| +0.5% | +$3.54K | 0.44% | 37 |
|
|
2025
Q1 | $556K | Buy |
1,017
+88
| +9% | +$48.1K | 0.37% | 38 |
|
|
2024
Q4 | $532K | Buy |
929
+4
| +0.4% | +$2.29K | 0.35% | 42 |
|
|
2024
Q3 | $458K | Buy |
925
+18
| +2% | +$8.91K | 0.33% | 43 |
|
|
2024
Q2 | $410K | Buy |
907
+4
| +0.4% | +$1.81K | 0.31% | 42 |
|
|
2024
Q1 | $377K | Buy |
903
+16
| +2% | +$6.68K | 0.29% | 47 |
|
|
2023
Q4 | $342K | Buy |
887
+23
| +3% | +$8.87K | 0.29% | 44 |
|
|
2023
Q3 | $280K | Buy |
864
+87
| +11% | +$28.2K | 0.27% | 49 |
|
|
2023
Q2 | $251K | Buy |
777
+53
| +7% | +$17.1K | 0.24% | 54 |
|
|
2023
Q1 | $237K | Buy |
724
+52
| +8% | +$17K | 0.25% | 50 |
|
|
2022
Q4 | $231K | Buy |
+672
| New | +$231K | 0.27% | 50 |
|
|
2022
Q2 | – | Sell |
-668
| Closed | -$221K | – | 55 |
|
|
2022
Q1 | $221K | Buy |
+668
| New | +$221K | 0.22% | 59 |
|