Integrated Wealth Concepts’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 | $7.73M | Sell |
10,915
-3,308
| -23% | -$2.34M | 0.08% | 243 |
|
|
2025
Q1 | $7.77M | Sell |
14,223
-1,528
| -10% | -$835K | 0.09% | 223 |
|
|
2024
Q4 | $9.02M | Buy |
15,751
+877
| +6% | +$502K | 0.1% | 188 |
|
|
2024
Q3 | $7.36M | Buy |
14,874
+3,411
| +30% | +$1.69M | 0.09% | 215 |
|
|
2024
Q2 | $5.18M | Sell |
11,463
-491
| -4% | -$222K | 0.07% | 258 |
|
|
2024
Q1 | $4.99M | Buy |
11,954
+615
| +5% | +$257K | 0.07% | 266 |
|
|
2023
Q4 | $4.37M | Sell |
11,339
-4,374
| -28% | -$1.69M | 0.07% | 259 |
|
|
2023
Q3 | $5.08M | Buy |
15,713
+1,413
| +10% | +$457K | 0.09% | 227 |
|
|
2023
Q2 | $4.61M | Sell |
14,300
-709
| -5% | -$229K | 0.08% | 244 |
|
|
2023
Q1 | $4.91M | Buy |
15,009
+7,466
| +99% | +$2.44M | 0.1% | 199 |
|
|
2022
Q4 | $2.59M | Sell |
7,543
-759
| -9% | -$261K | 0.07% | 261 |
|
|
2022
Q3 | $2.43M | Sell |
8,302
-188
| -2% | -$55.1K | 0.08% | 240 |
|
|
2022
Q2 | $2.52M | Buy |
8,490
+1,305
| +18% | +$388K | 0.08% | 234 |
|
|
2022
Q1 | $2.37M | Buy |
7,185
+2,679
| +59% | +$884K | 0.07% | 223 |
|
|
2021
Q4 | $1.72M | Buy |
4,506
+234
| +5% | +$89.5K | 0.05% | 288 |
|
|
2021
Q3 | $1.62M | Buy |
4,272
+1,159
| +37% | +$438K | 0.05% | 278 |
|
|
2021
Q2 | $1.18M | Sell |
3,113
-101
| -3% | -$38.4K | 0.04% | 317 |
|
|
2021
Q1 | $1.05M | Buy |
3,214
+442
| +16% | +$145K | 0.04% | 285 |
|
|
2020
Q4 | $731K | Buy |
2,772
+62
| +2% | +$16.4K | 0.03% | 313 |
|
|
2020
Q3 | $545K | Buy |
2,710
+282
| +12% | +$56.7K | 0.03% | 327 |
|
|
2020
Q2 | $480K | Buy |
+2,428
| New | +$480K | 0.03% | 294 |
|