Marcum Wealth’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.93M | Sell |
3,541
-169
| -5% | -$92.3K | 0.17% | 68 |
|
|
2024
Q4 | $2.12M | Sell |
3,710
-123
| -3% | -$70.4K | 0.18% | 58 |
|
|
2024
Q3 | $1.9M | Buy |
3,833
+49
| +1% | +$24.3K | 0.18% | 63 |
|
|
2024
Q2 | $1.71M | Sell |
3,784
-87
| -2% | -$39.4K | 0.17% | 62 |
|
|
2024
Q1 | $1.62M | Sell |
3,871
-47
| -1% | -$19.6K | 0.16% | 67 |
|
|
2023
Q4 | $1.51M | Buy |
3,918
+604
| +18% | +$233K | 0.16% | 70 |
|
|
2023
Q3 | $1.07M | Buy |
3,314
+303
| +10% | +$98K | 0.13% | 84 |
|
|
2023
Q2 | $971K | Buy |
3,011
+47
| +2% | +$15.2K | 0.11% | 91 |
|
|
2023
Q1 | $969K | Buy |
2,964
+196
| +7% | +$64.1K | 0.12% | 93 |
|
|
2022
Q4 | $950K | Sell |
2,768
-240
| -8% | -$82.4K | 0.13% | 89 |
|
|
2022
Q3 | $881K | Buy |
3,008
+73
| +2% | +$21.4K | 0.13% | 90 |
|
|
2022
Q2 | $872K | Buy |
2,935
+243
| +9% | +$72.2K | 0.13% | 100 |
|
|
2022
Q1 | $889K | Buy |
2,692
+35
| +1% | +$11.6K | 0.12% | 109 |
|
|
2021
Q4 | $1.02M | Buy |
2,657
+140
| +6% | +$53.6K | 0.14% | 101 |
|
|
2021
Q3 | $952K | Buy |
2,517
+321
| +15% | +$121K | 0.15% | 97 |
|
|
2021
Q2 | $834K | Sell |
2,196
-164
| -7% | -$62.3K | 0.14% | 111 |
|
|
2021
Q1 | $772K | Buy |
2,360
+1,029
| +77% | +$337K | 0.13% | 117 |
|
|
2020
Q4 | $351K | Buy |
+1,331
| New | +$351K | 0.08% | 89 |
|