Liberty 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 | $696K | Buy |
984
+295
| +43% | +$209K | 0.11% | 99 |
|
|
2025
Q1 | $376K | Sell |
689
-28
| -4% | -$15.3K | 0.07% | 103 |
|
|
2024
Q4 | $411K | Sell |
717
-4
| -0.6% | -$2.29K | 0.07% | 134 |
|
|
2024
Q3 | $357K | Sell |
721
-180,683
| -100% | -$89.5M | 0.06% | 145 |
|
|
2024
Q2 | $507K | Buy |
181,404
+180,473
| +19,385% | +$504K | 0.09% | 112 |
|
|
2024
Q1 | $389K | Buy |
931
+1
| +0.1% | +$418 | 0.08% | 119 |
|
|
2023
Q4 | $359K | Buy |
+930
| New | +$359K | 0.08% | 121 |
|
|
2023
Q3 | – | Sell |
-658
| Closed | -$212K | – | 182 |
|
|
2023
Q2 | $212K | Sell |
658
-1,412
| -68% | -$455K | 0.05% | 177 |
|
|
2023
Q1 | $660K | Buy |
+2,070
| New | +$660K | 0.14% | 93 |
|
|
2021
Q4 | – | Sell |
-270
| Closed | -$102K | – | 547 |
|
|
2021
Q3 | $102K | Hold |
270
| – | – | 0.04% | 284 |
|
|
2021
Q2 | $102K | Hold |
270
| – | – | 0.04% | 213 |
|
|
2021
Q1 | $74K | Hold |
270
| – | – | 0.04% | 221 |
|
|
2020
Q4 | $74K | Buy |
270
+32
| +13% | +$8.77K | 0.04% | 219 |
|
|
2020
Q3 | $48K | Sell |
238
-40
| -14% | -$8.07K | 0.03% | 236 |
|
|
2020
Q2 | $55K | Buy |
278
+1
| +0.4% | +$198 | 0.04% | 212 |
|
|
2020
Q1 | $43K | Sell |
277
-27
| -9% | -$4.19K | 0.04% | 229 |
|
|
2019
Q4 | $70K | Buy |
304
+2
| +0.7% | +$461 | 0.06% | 203 |
|
|
2019
Q3 | $63K | Buy |
302
+108
| +56% | +$22.5K | 0.06% | 198 |
|
|
2019
Q2 | $40K | Buy |
194
+19
| +11% | +$3.92K | 0.04% | 279 |
|
|
2019
Q1 | $33K | Buy |
175
+1
| +0.6% | +$189 | 0.02% | 267 |
|
|
2018
Q4 | $29K | Buy |
+174
| New | +$29K | 0.02% | 272 |
|