IPAM
Investment Partners Asset Management’s Goldman Sachs GS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.16M | Buy |
3,053
+1
| +0% | +$708 | 1.5% | 14 |
|
2025
Q1 | $1.67M | Buy |
3,052
+7
| +0.2% | +$3.82K | 1.31% | 18 |
|
2024
Q4 | $1.74M | Hold |
3,045
| – | – | 1.37% | 15 |
|
2024
Q3 | $1.51M | Sell |
3,045
-15
| -0.5% | -$7.43K | 1.24% | 19 |
|
2024
Q2 | $1.38M | Hold |
3,060
| – | – | 1.23% | 20 |
|
2024
Q1 | $1.28M | Buy |
3,060
+76
| +3% | +$31.7K | 1.15% | 23 |
|
2023
Q4 | $1.15M | Buy |
+2,984
| New | +$1.15M | 1.15% | 27 |
|