Marshall Financial Group (Maryland)’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 | $368K | Sell |
518
-59
| -10% | -$41.9K | 0.07% | 197 |
|
|
2025
Q1 | $315K | Buy |
577
+15
| +3% | +$8.19K | 0.07% | 189 |
|
|
2024
Q4 | $322K | Buy |
562
+138
| +33% | +$79K | 0.08% | 176 |
|
|
2024
Q3 | $210K | Buy |
+424
| New | +$210K | 0.05% | 207 |
|
|
2021
Q4 | – | Sell |
-551
| Closed | -$208K | – | 220 |
|
|
2021
Q3 | $208K | Buy |
+551
| New | +$208K | 0.11% | 168 |
|