Keudell/Morrison 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 | $291K | Hold |
411
| – | – | 0.06% | 169 |
|
|
2025
Q1 | $225K | Sell |
411
-213
| -34% | -$116K | 0.05% | 194 |
|
|
2024
Q4 | $357K | Hold |
624
| – | – | 0.09% | 142 |
|
|
2024
Q3 | $309K | Hold |
624
| – | – | 0.08% | 157 |
|
|
2024
Q2 | $282K | Hold |
624
| – | – | 0.08% | 163 |
|
|
2024
Q1 | $261K | Buy |
+624
| New | +$261K | 0.08% | 172 |
|