IAG Wealth 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 | $123K | Hold |
174
| – | – | 0.02% | 133 |
|
|
2025
Q1 | $95.1K | Hold |
174
| – | – | 0.01% | 148 |
|
|
2024
Q4 | $99.6K | Buy |
174
+97
| +126% | +$55.5K | 0.02% | 135 |
|
|
2024
Q3 | $38.1K | Hold |
77
| – | – | 0.01% | 216 |
|
|
2024
Q2 | $34.8K | Hold |
77
| – | – | 0.01% | 210 |
|
|
2024
Q1 | $32.2K | Hold |
77
| – | – | 0.01% | 201 |
|
|
2023
Q4 | $29.7K | Hold |
77
| – | – | 0.01% | 202 |
|
|
2023
Q3 | $24.9K | Hold |
77
| – | – | 0.01% | 208 |
|
|
2023
Q2 | $24.8K | Hold |
77
| – | – | 0.01% | 215 |
|
|
2023
Q1 | $25.2K | Hold |
77
| – | – | 0.01% | 201 |
|
|
2022
Q4 | $26.4K | Sell |
77
-35
| -31% | -$12K | 0.01% | 188 |
|
|
2022
Q3 | $33K | Buy |
+112
| New | +$33K | 0.01% | 160 |
|
|
2022
Q2 | – | Sell |
-11
| Closed | -$4K | – | 453 |
|
|
2022
Q1 | $4K | Buy |
+11
| New | +$4K | ﹤0.01% | 369 |
|