Mittelman 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 | $278K | Sell |
393
-127
| -24% | -$89.9K | 0.23% | 34 |
|
|
2025
Q1 | $284K | Hold |
520
| – | – | 0.26% | 30 |
|
|
2024
Q4 | $298K | Sell |
520
-274
| -35% | -$157K | 0.28% | 29 |
|
|
2024
Q3 | $393K | Sell |
794
-2,635
| -77% | -$1.3M | 0.22% | 23 |
|
|
2024
Q2 | $1.55M | Buy |
3,429
+933
| +37% | +$422K | 1.01% | 24 |
|
|
2024
Q1 | $1.04M | Buy |
+2,496
| New | +$1.04M | 0.71% | 33 |
|