Laidlaw 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 | $335K | Buy |
473
+38
| +9% | +$26.9K | 0.96% | 31 |
|
|
2025
Q1 | $238K | Sell |
435
-104
| -19% | -$56.8K | 0.7% | 38 |
|
|
2024
Q4 | $309K | Sell |
539
-60
| -10% | -$34.4K | 0.13% | 138 |
|
|
2024
Q3 | $297K | Sell |
599
-67
| -10% | -$33.2K | 0.15% | 134 |
|
|
2024
Q2 | $301K | Sell |
666
-133
| -17% | -$60.2K | 0.17% | 132 |
|
|
2024
Q1 | $334K | Sell |
799
-2,594
| -76% | -$1.08M | 0.19% | 127 |
|
|
2023
Q4 | $1.31M | Sell |
3,393
-1,722
| -34% | -$664K | 0.48% | 63 |
|
|
2023
Q3 | $1.65M | Sell |
5,115
-5,222
| -51% | -$1.69M | 0.55% | 51 |
|
|
2023
Q2 | $3.33M | Buy |
10,337
+2,139
| +26% | +$690K | 0.65% | 36 |
|
|
2023
Q1 | $2.68M | Buy |
8,198
+2,269
| +38% | +$742K | 0.55% | 49 |
|
|
2022
Q4 | $2.04M | Sell |
5,929
-637
| -10% | -$219K | 0.44% | 64 |
|
|
2022
Q3 | $1.92M | Sell |
6,566
-209
| -3% | -$61.2K | 0.45% | 62 |
|
|
2022
Q2 | $2.01M | Buy |
6,775
+1,097
| +19% | +$326K | 0.41% | 70 |
|
|
2022
Q1 | $1.87M | Buy |
5,678
+528
| +10% | +$174K | 0.31% | 85 |
|
|
2021
Q4 | $1.97M | Buy |
5,150
+175
| +4% | +$66.9K | 0.31% | 84 |
|
|
2021
Q3 | $1.88M | Buy |
4,975
+731
| +17% | +$276K | 0.48% | 59 |
|
|
2021
Q2 | $1.61M | Buy |
4,244
+370
| +10% | +$140K | 0.42% | 70 |
|
|
2021
Q1 | $1.27M | Sell |
3,874
-2,123
| -35% | -$694K | 0.43% | 63 |
|
|
2020
Q4 | $1.58M | Buy |
5,997
+3,943
| +192% | +$1.04M | 0.33% | 80 |
|
|
2020
Q3 | $413K | Sell |
2,054
-20
| -1% | -$4.02K | 0.18% | 122 |
|
|
2020
Q2 | $410K | Buy |
2,074
+437
| +27% | +$86.4K | 0.21% | 109 |
|
|
2020
Q1 | $253K | Sell |
1,637
-14
| -0.8% | -$2.16K | 0.17% | 127 |
|
|
2019
Q4 | $380K | Buy |
+1,651
| New | +$380K | 0.24% | 109 |
|