Klingman & Associates’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 | $623K | Buy |
881
+70
| +9% | +$49.5K | 0.03% | 149 |
|
|
2025
Q1 | $443K | Buy |
811
+10
| +1% | +$5.46K | 0.03% | 172 |
|
|
2024
Q4 | $459K | Buy |
801
+37
| +5% | +$21.2K | 0.03% | 161 |
|
|
2024
Q3 | $378K | Buy |
764
+1
| +0.1% | +$495 | 0.02% | 189 |
|
|
2024
Q2 | $345K | Buy |
763
+5
| +0.7% | +$2.26K | 0.02% | 180 |
|
|
2024
Q1 | $317K | Hold |
758
| – | – | 0.02% | 188 |
|
|
2023
Q4 | $292K | Sell |
758
-18
| -2% | -$6.94K | 0.02% | 188 |
|
|
2023
Q3 | $251K | Sell |
776
-17
| -2% | -$5.5K | 0.02% | 194 |
|
|
2023
Q2 | $256K | Buy |
+793
| New | +$256K | 0.02% | 183 |
|
|
2022
Q4 | – | Sell |
-1,263
| Closed | -$370K | – | 205 |
|
|
2022
Q3 | $370K | Buy |
+1,263
| New | +$370K | 0.04% | 130 |
|
|
2016
Q4 | – | Sell |
-185
| Closed | -$30K | – | 189 |
|
|
2016
Q3 | $30K | Sell |
185
-315
| -63% | -$51.1K | 0.01% | 227 |
|
|
2016
Q2 | $74K | Hold |
500
| – | – | 0.02% | 161 |
|
|
2016
Q1 | $78K | Hold |
500
| – | – | 0.03% | 157 |
|
|
2015
Q4 | $90K | Hold |
500
| – | – | 0.03% | 169 |
|
|
2015
Q3 | $86K | Hold |
500
| – | – | 0.03% | 170 |
|
|
2015
Q2 | $104K | Hold |
500
| – | – | 0.04% | 129 |
|
|
2015
Q1 | $94K | Hold |
500
| – | – | 0.04% | 133 |
|
|
2014
Q4 | $96K | Buy |
+500
| New | +$96K | 0.04% | 135 |
|