Keebeck 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 | $670K | Buy |
947
+52
| +6% | +$36.8K | 0.09% | 160 |
|
|
2025
Q1 | $489K | Sell |
895
-21
| -2% | -$11.5K | 0.07% | 167 |
|
|
2024
Q4 | $525K | Buy |
916
+78
| +9% | +$44.7K | 0.08% | 165 |
|
|
2024
Q3 | $415K | Buy |
838
+3
| +0.4% | +$1.49K | 0.06% | 184 |
|
|
2024
Q2 | $378K | Hold |
835
| – | – | 0.06% | 196 |
|
|
2024
Q1 | $349K | Sell |
835
-18
| -2% | -$7.52K | 0.05% | 222 |
|
|
2023
Q4 | $329K | Buy |
853
+24
| +3% | +$9.26K | 0.05% | 212 |
|
|
2023
Q3 | $268K | Sell |
829
-42
| -5% | -$13.6K | 0.05% | 221 |
|
|
2023
Q2 | $281K | Buy |
871
+4
| +0.5% | +$1.29K | 0.04% | 224 |
|
|
2023
Q1 | $284K | Buy |
867
+20
| +2% | +$6.54K | 0.05% | 210 |
|
|
2022
Q4 | $291K | Sell |
847
-201
| -19% | -$69K | 0.05% | 200 |
|
|
2022
Q3 | $307K | Hold |
1,048
| – | – | 0.06% | 186 |
|
|
2022
Q2 | $311K | Buy |
1,048
+275
| +36% | +$81.6K | 0.06% | 190 |
|
|
2022
Q1 | $255K | Hold |
773
| – | – | 0.04% | 212 |
|
|
2021
Q4 | $296K | Sell |
773
-55
| -7% | -$21.1K | 0.05% | 187 |
|
|
2021
Q3 | $313K | Sell |
828
-374
| -31% | -$141K | 0.06% | 173 |
|
|
2021
Q2 | $456K | Buy |
1,202
+364
| +43% | +$138K | 0.07% | 173 |
|
|
2021
Q1 | $274K | Sell |
838
-135
| -14% | -$44.1K | 0.04% | 208 |
|
|
2020
Q4 | $257K | Sell |
973
-100
| -9% | -$26.4K | 0.04% | 191 |
|
|
2020
Q3 | $215K | Buy |
1,073
+10
| +0.9% | +$2K | 0.04% | 176 |
|
|
2020
Q2 | $210K | Sell |
1,063
-1,125
| -51% | -$222K | 0.07% | 155 |
|
|
2020
Q1 | $338K | Buy |
2,188
+1,900
| +660% | +$294K | 0.14% | 117 |
|
|
2019
Q4 | $66K | Buy |
+288
| New | +$66K | 0.02% | 204 |
|