Integrated Wealth Concepts’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 | $9.11M | Buy |
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|
2025
Q2 | $7.73M | Sell |
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|
2025
Q1 | $7.77M | Sell |
|
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|
2024
Q4 | $9.02M | Buy |
|
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|
2024
Q3 | $7.36M | Buy |
|
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|
2024
Q2 | $5.18M | Sell |
|
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|
2024
Q1 | $4.99M | Buy |
|
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|
2023
Q4 | $4.37M | Sell |
|
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|
2023
Q3 | $5.08M | Buy |
|
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|
2023
Q2 | $4.61M | Sell |
|
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|
2023
Q1 | $4.91M | Buy |
|
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|
2022
Q4 | $2.59M | Sell |
|
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|
2022
Q3 | $2.43M | Sell |
|
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|
2022
Q2 | $2.52M | Buy |
|
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|
2022
Q1 | $2.37M | Buy |
|
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|
2021
Q4 | $1.72M | Buy |
|
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|
2021
Q3 | $1.61M | Buy |
|
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|
2021
Q2 | $1.18M | Sell |
|
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|
2021
Q1 | $1.05M | Buy |
|
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|
2020
Q4 | $731K | Buy |
|
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|
2020
Q3 | $545K | Buy |
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|
2020
Q2 | $480K | Buy |
|