Jamison Private Wealth Management’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 | $8.91M | Buy |
12,591
+310
| +3% | +$219K | 1.28% | 27 |
|
|
2025
Q1 | $6.71M | Buy |
12,281
+332
| +3% | +$181K | 1.02% | 34 |
|
|
2024
Q4 | $6.84M | Buy |
11,949
+785
| +7% | +$450K | 1.01% | 33 |
|
|
2024
Q3 | $5.53M | Buy |
11,164
+719
| +7% | +$356K | 0.84% | 41 |
|
|
2024
Q2 | $4.72M | Buy |
10,445
+40
| +0.4% | +$18.1K | 0.79% | 40 |
|
|
2024
Q1 | $4.35M | Buy |
10,405
+218
| +2% | +$91.1K | 0.73% | 45 |
|
|
2023
Q4 | $3.93M | Buy |
10,187
+12
| +0.1% | +$4.63K | 0.74% | 47 |
|
|
2023
Q3 | $3.29M | Buy |
+10,175
| New | +$3.29M | 0.68% | 49 |
|