Mission 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 | $3.74M | Buy |
5,286
+155
| +3% | +$110K | 0.08% | 136 |
|
|
2025
Q1 | $2.8M | Buy |
5,131
+1,666
| +48% | +$910K | 0.07% | 152 |
|
|
2024
Q4 | $1.98M | Buy |
3,465
+353
| +11% | +$202K | 0.05% | 176 |
|
|
2024
Q3 | $1.54M | Buy |
3,112
+33
| +1% | +$16.3K | 0.04% | 205 |
|
|
2024
Q2 | $1.39M | Buy |
3,079
+992
| +48% | +$449K | 0.04% | 203 |
|
|
2024
Q1 | $872K | Buy |
2,087
+797
| +62% | +$333K | 0.02% | 304 |
|
|
2023
Q4 | $498K | Buy |
1,290
+254
| +25% | +$98K | 0.02% | 360 |
|
|
2023
Q3 | $335K | Buy |
1,036
+2
| +0.2% | +$647 | 0.01% | 410 |
|
|
2023
Q2 | $334K | Buy |
1,034
+92
| +10% | +$29.7K | 0.01% | 414 |
|
|
2023
Q1 | $308K | Buy |
942
+250
| +36% | +$81.8K | 0.01% | 423 |
|
|
2022
Q4 | $238K | Buy |
+692
| New | +$238K | 0.01% | 442 |
|
|
2022
Q3 | – | Sell |
-808
| Closed | -$240K | – | 490 |
|
|
2022
Q2 | $240K | Buy |
+808
| New | +$240K | 0.01% | 432 |
|
|
2022
Q1 | – | Sell |
-804
| Closed | -$307K | – | 514 |
|
|
2021
Q4 | $307K | Buy |
804
+118
| +17% | +$45.1K | 0.01% | 409 |
|
|
2021
Q3 | $259K | Sell |
686
-115
| -14% | -$43.4K | 0.01% | 424 |
|
|
2021
Q2 | $304K | Buy |
+801
| New | +$304K | 0.02% | 381 |
|