Journey Strategic Wealth’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 | $2.03M | Buy |
2,866
+997
| +53% | +$706K | 0.07% | 91 |
|
|
2025
Q1 | $1.02M | Buy |
1,869
+63
| +3% | +$34.4K | 0.04% | 133 |
|
|
2024
Q4 | $1.03M | Sell |
1,806
-13
| -0.7% | -$7.44K | 0.04% | 124 |
|
|
2024
Q3 | $900K | Buy |
1,819
+724
| +66% | +$358K | 0.03% | 141 |
|
|
2024
Q2 | $495K | Buy |
1,095
+545
| +99% | +$246K | 0.02% | 156 |
|
|
2024
Q1 | $230K | Buy |
+550
| New | +$230K | 0.01% | 246 |
|
|
2023
Q4 | – | Sell |
-801
| Closed | -$259K | – | 247 |
|
|
2023
Q3 | $259K | Buy |
+801
| New | +$259K | 0.01% | 135 |
|
|
2023
Q2 | – | Sell |
-623
| Closed | -$204K | – | 233 |
|
|
2023
Q1 | $204K | Sell |
623
-156
| -20% | -$51K | 0.02% | 224 |
|
|
2022
Q4 | $268K | Buy |
+779
| New | +$268K | 0.03% | 158 |
|