Merit Financial Group’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 | $13.5M | Buy |
19,057
+7,891
| +71% | +$5.58M | 0.15% | 106 |
|
2025
Q1 | $6.1M | Buy |
11,166
+609
| +6% | +$333K | 0.09% | 180 |
|
2024
Q4 | $6.05M | Buy |
10,557
+741
| +8% | +$424K | 0.11% | 159 |
|
2024
Q3 | $4.86M | Sell |
9,816
-977
| -9% | -$484K | 0.11% | 148 |
|
2024
Q2 | $4.88M | Buy |
10,793
+2,854
| +36% | +$1.29M | 0.11% | 149 |
|
2024
Q1 | $3.48M | Buy |
7,939
+2,238
| +39% | +$981K | 0.08% | 188 |
|
2023
Q4 | $2.2M | Sell |
5,701
-2,310
| -29% | -$891K | 0.07% | 188 |
|
2023
Q3 | $2.59M | Sell |
8,011
-70
| -0.9% | -$22.6K | 0.08% | 182 |
|
2023
Q2 | $2.61M | Buy |
8,081
+15
| +0.2% | +$4.84K | 0.08% | 188 |
|
2023
Q1 | $2.64M | Sell |
8,066
-1,361
| -14% | -$445K | 0.1% | 162 |
|
2022
Q4 | $3.24M | Buy |
9,427
+115
| +1% | +$39.5K | 0.12% | 130 |
|
2022
Q3 | $2.73M | Buy |
9,312
+12
| +0.1% | +$3.52K | 0.12% | 121 |
|
2022
Q2 | $2.76M | Buy |
9,300
+4,917
| +112% | +$1.46M | 0.09% | 145 |
|
2022
Q1 | $1.45M | Buy |
4,383
+250
| +6% | +$82.5K | 0.09% | 125 |
|
2021
Q4 | $1.58M | Buy |
4,133
+22
| +0.5% | +$8.42K | 0.16% | 71 |
|
2021
Q3 | $1.55M | Buy |
4,111
+23
| +0.6% | +$8.69K | 0.16% | 69 |
|
2021
Q2 | $1.55M | Sell |
4,088
-486
| -11% | -$185K | 0.15% | 71 |
|
2021
Q1 | $1.5M | Buy |
4,574
+1,564
| +52% | +$512K | 0.16% | 66 |
|
2020
Q4 | $794K | Buy |
+3,010
| New | +$794K | 0.08% | 101 |
|
2020
Q2 | – | Sell |
-3,319
| Closed | -$513K | – | 225 |
|
2020
Q1 | $513K | Buy |
3,319
+95
| +3% | +$14.7K | 0.06% | 121 |
|
2019
Q4 | $741K | Buy |
3,224
+1,160
| +56% | +$267K | 0.07% | 105 |
|
2019
Q3 | $428K | Buy |
2,064
+56
| +3% | +$11.6K | 0.05% | 97 |
|
2019
Q2 | $410K | Buy |
+2,008
| New | +$410K | 0.05% | 79 |
|