Mitchell & Pahl Private Wealth’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 | $3.26M | Buy |
4,604
+125
| +3% | +$88.5K | 1.44% | 11 |
|
|
2025
Q1 | $2.45M | Buy |
4,479
+72
| +2% | +$39.3K | 1.14% | 32 |
|
|
2024
Q4 | $2.52M | Buy |
4,407
+156
| +4% | +$89.3K | 1.18% | 23 |
|
|
2024
Q3 | $2.1M | Buy |
4,251
+72
| +2% | +$35.6K | 0.98% | 36 |
|
|
2024
Q2 | $1.89M | Sell |
4,179
-11
| -0.3% | -$4.98K | 1% | 36 |
|
|
2024
Q1 | $1.75M | Buy |
4,190
+160
| +4% | +$66.8K | 0.92% | 42 |
|
|
2023
Q4 | $1.55M | Sell |
4,030
-33
| -0.8% | -$12.7K | 0.88% | 43 |
|
|
2023
Q3 | $1.31M | Buy |
4,063
+347
| +9% | +$112K | 0.78% | 45 |
|
|
2023
Q2 | $1.2M | Buy |
3,716
+233
| +7% | +$75.2K | 0.72% | 47 |
|
|
2023
Q1 | $1.14M | Buy |
+3,483
| New | +$1.14M | 0.71% | 50 |
|