Marcum Wealth’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
Q1
$1.93M Sell
2024
Q4
$2.12M Sell
2024
Q3
$1.9M Buy
2024
Q2
$1.71M Sell
2024
Q1
$1.62M Sell
2023
Q4
$1.51M Buy
2023
Q3
$1.07M Buy
2023
Q2
$971K Buy
2023
Q1
$969K Buy
2022
Q4
$950K Sell
2022
Q3
$881K Buy
2022
Q2
$872K Buy
2022
Q1
$889K Buy
2021
Q4
$1.02M Buy
2021
Q3
$952K Buy
2021
Q2
$834K Sell
2021
Q1
$772K Buy
2020
Q4
$351K Buy