IFWM
Institute for Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.25M | Sell |
10,250
-44
| -0.4% | -$31.1K | 0.81% | 11 |
|
|
2025
Q1 | $5.62M | Sell |
10,294
-72
| -0.7% | -$39.3K | 0.72% | 19 |
|
|
2024
Q4 | $5.94M | Sell |
10,366
-53
| -0.5% | -$30.3K | 0.74% | 18 |
|
|
2024
Q3 | $5.16M | Sell |
10,419
-88
| -0.8% | -$43.6K | 0.65% | 24 |
|
|
2024
Q2 | $4.75M | Buy |
10,507
+62
| +0.6% | +$28K | 0.64% | 25 |
|
|
2024
Q1 | $4.36M | Buy |
10,445
+26
| +0.2% | +$10.9K | 0.56% | 29 |
|
|
2023
Q4 | $4.02M | Sell |
10,419
-16
| -0.2% | -$6.17K | 0.65% | 29 |
|
|
2023
Q3 | $3.38M | Sell |
10,435
-137
| -1% | -$44.3K | 0.61% | 32 |
|
|
2023
Q2 | $3.41M | Sell |
10,572
-21
| -0.2% | -$6.77K | 0.58% | 31 |
|
|
2023
Q1 | $3.47M | Sell |
10,593
-148
| -1% | -$48.4K | 0.66% | 26 |
|
|
2022
Q4 | $3.69M | Sell |
10,741
-97
| -0.9% | -$33.3K | 0.78% | 18 |
|
|
2022
Q3 | $3.18M | Sell |
10,838
-1,380
| -11% | -$404K | 0.71% | 23 |
|
|
2022
Q2 | $3.63M | Buy |
12,218
+564
| +5% | +$168K | 0.71% | 19 |
|
|
2022
Q1 | $3.85M | Buy |
11,654
+2,212
| +23% | +$730K | 0.62% | 30 |
|
|
2021
Q4 | $3.61M | Buy |
9,442
+67
| +0.7% | +$25.6K | 0.59% | 29 |
|
|
2021
Q3 | $3.54M | Sell |
9,375
-51
| -0.5% | -$19.3K | 0.62% | 29 |
|
|
2021
Q2 | $3.58M | Buy |
9,426
+138
| +1% | +$52.4K | 0.63% | 28 |
|
|
2021
Q1 | $3.04M | Sell |
9,288
-77
| -0.8% | -$25.2K | 0.58% | 34 |
|
|
2020
Q4 | $2.47M | Buy |
9,365
+292
| +3% | +$77K | 0.49% | 43 |
|
|
2020
Q3 | $1.82M | Sell |
9,073
-145
| -2% | -$29.1K | 0.42% | 50 |
|
|
2020
Q2 | $1.82M | Buy |
9,218
+850
| +10% | +$168K | 0.45% | 44 |
|
|
2020
Q1 | $1.29M | Buy |
8,368
+1,057
| +14% | +$163K | 0.4% | 57 |
|
|
2019
Q4 | $1.68M | Buy |
7,311
+239
| +3% | +$55K | 0.38% | 57 |
|
|
2019
Q3 | $1.47M | Sell |
7,072
-428
| -6% | -$88.7K | 0.37% | 63 |
|
|
2019
Q2 | $1.54M | Buy |
7,500
+426
| +6% | +$87.2K | 0.34% | 70 |
|
|
2019
Q1 | $1.36M | Buy |
7,074
+399
| +6% | +$76.6K | 0.3% | 84 |
|
|
2018
Q4 | $1.12M | Buy |
+6,675
| New | +$1.12M | 0.46% | 64 |
|
|
2017
Q3 | – | Sell |
-4,404
| Closed | -$974K | – | 301 |
|
|
2017
Q2 | $974K | Buy |
+4,404
| New | +$974K | 0.27% | 122 |
|