Klingman & Associates’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.07M | Buy |
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|
2025
Q2 | $623K | Buy |
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|
2025
Q1 | $443K | Buy |
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|
2024
Q4 | $459K | Buy |
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|
2024
Q3 | $378K | Buy |
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|
2024
Q2 | $345K | Buy |
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|
2024
Q1 | $317K | Hold |
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|
2023
Q4 | $292K | Sell |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $256K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $370K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $30K | Sell |
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|
2016
Q2 | $74K | Hold |
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|
2016
Q1 | $78K | Hold |
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|
2015
Q4 | $90K | Hold |
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|
2015
Q3 | $86K | Hold |
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|
2015
Q2 | $104K | Hold |
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|
2015
Q1 | $94K | Hold |
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|
2014
Q4 | $96K | Buy |
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