Meridian 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 | $1.18M | Buy |
1,673
+233
| +16% | +$165K | 0.05% | 280 |
|
|
2025
Q1 | $787K | Buy |
1,440
+83
| +6% | +$45.4K | 0.04% | 330 |
|
|
2024
Q4 | $777K | Buy |
1,357
+89
| +7% | +$51K | 0.04% | 335 |
|
|
2024
Q3 | $628K | Buy |
1,268
+96
| +8% | +$47.5K | 0.03% | 374 |
|
|
2024
Q2 | $530K | Buy |
+1,172
| New | +$530K | 0.06% | 169 |
|
|
2024
Q1 | – | Sell |
-1,207
| Closed | -$466K | – | 330 |
|
|
2023
Q4 | $466K | Sell |
1,207
-84
| -7% | -$32.4K | 0.03% | 399 |
|
|
2023
Q3 | $418K | Sell |
1,291
-341
| -21% | -$110K | 0.03% | 397 |
|
|
2023
Q2 | $526K | Sell |
1,632
-8,789
| -84% | -$2.83M | 0.04% | 316 |
|
|
2023
Q1 | $3.41M | Buy |
10,421
+487
| +5% | +$159K | 0.3% | 76 |
|
|
2022
Q4 | $3.41M | Buy |
9,934
+368
| +4% | +$126K | 0.33% | 66 |
|
|
2022
Q3 | $2.8M | Sell |
9,566
-16,949
| -64% | -$4.97M | 0.3% | 78 |
|
|
2022
Q2 | $7.88M | Buy |
26,515
+15,900
| +150% | +$4.72M | 0.64% | 29 |
|
|
2022
Q1 | $3.5M | Buy |
10,615
+7,307
| +221% | +$2.41M | 0.38% | 55 |
|
|
2021
Q4 | $1.27M | Buy |
3,308
+65
| +2% | +$24.9K | 0.14% | 136 |
|
|
2021
Q3 | $1.23M | Sell |
3,243
-2,208
| -41% | -$835K | 0.15% | 130 |
|
|
2021
Q2 | $2.07M | Buy |
5,451
+2,131
| +64% | +$809K | 0.26% | 80 |
|
|
2021
Q1 | $1.09M | Buy |
3,320
+1,595
| +92% | +$522K | 0.16% | 124 |
|
|
2020
Q4 | $454K | Sell |
1,725
-41
| -2% | -$10.8K | 0.07% | 198 |
|
|
2020
Q3 | $354K | Buy |
+1,766
| New | +$354K | 0.09% | 169 |
|
|
2020
Q2 | – | Sell |
-1,657
| Closed | -$256K | – | 237 |
|
|
2020
Q1 | $256K | Buy |
1,657
+383
| +30% | +$59.2K | 0.11% | 170 |
|
|
2019
Q4 | $292K | Buy |
1,274
+171
| +16% | +$39.2K | 0.14% | 155 |
|
|
2019
Q3 | $229K | Sell |
1,103
-172
| -13% | -$35.7K | 0.11% | 176 |
|
|
2019
Q2 | $2.61K | Sell |
1,275
-23,380
| -95% | -$47.8K | 0.11% | 170 |
|
|
2019
Q1 | $4.73M | Buy |
24,655
+23,300
| +1,720% | +$4.47M | 2.15% | 11 |
|
|
2018
Q4 | $226K | Sell |
1,355
-79
| -6% | -$13.2K | 0.13% | 141 |
|
|
2018
Q3 | $322K | Hold |
1,434
| – | – | 0.14% | 127 |
|
|
2018
Q2 | $316K | Buy |
1,434
+1
| +0.1% | +$220 | 0.15% | 130 |
|
|
2018
Q1 | $361K | Sell |
1,433
-2,152
| -60% | -$542K | 0.18% | 117 |
|
|
2017
Q4 | $852K | Buy |
3,585
+106
| +3% | +$25.2K | 0.53% | 41 |
|
|
2017
Q3 | $825K | Sell |
3,479
-45
| -1% | -$10.7K | 0.52% | 41 |
|
|
2017
Q2 | $782K | Sell |
3,524
-345
| -9% | -$76.6K | 0.5% | 40 |
|
|
2017
Q1 | $889K | Sell |
3,869
-135
| -3% | -$31K | 0.53% | 41 |
|
|
2016
Q4 | $958K | Buy |
+4,004
| New | +$958K | 0.76% | 33 |
|