Modera 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 | $2.86M | Sell |
4,044
-158
| -4% | -$112K | 0.04% | 226 |
|
|
2025
Q1 | $2.3M | Buy |
4,202
+30
| +0.7% | +$16.4K | 0.03% | 232 |
|
|
2024
Q4 | $2.39M | Buy |
4,172
+209
| +5% | +$120K | 0.03% | 233 |
|
|
2024
Q3 | $1.96M | Buy |
3,963
+21
| +0.5% | +$10.4K | 0.03% | 235 |
|
|
2024
Q2 | $1.78M | Buy |
3,942
+926
| +31% | +$419K | 0.03% | 230 |
|
|
2024
Q1 | $1.26M | Buy |
3,016
+67
| +2% | +$28K | 0.02% | 269 |
|
|
2023
Q4 | $1.14M | Sell |
2,949
-264
| -8% | -$102K | 0.02% | 279 |
|
|
2023
Q3 | $1.04M | Buy |
3,213
+289
| +10% | +$93.5K | 0.02% | 278 |
|
|
2023
Q2 | $943K | Buy |
2,924
+1,632
| +126% | +$526K | 0.02% | 301 |
|
|
2023
Q1 | $423K | Buy |
1,292
+129
| +11% | +$42.2K | 0.02% | 231 |
|
|
2022
Q4 | $399K | Sell |
1,163
-168
| -13% | -$57.7K | 0.02% | 238 |
|
|
2022
Q3 | $390K | Buy |
1,331
+57
| +4% | +$16.7K | 0.02% | 212 |
|
|
2022
Q2 | $379K | Sell |
1,274
-36
| -3% | -$10.7K | 0.02% | 227 |
|
|
2022
Q1 | $433K | Sell |
1,310
-2,436
| -65% | -$805K | 0.02% | 224 |
|
|
2021
Q4 | $1.43M | Buy |
3,746
+2,790
| +292% | +$1.07M | 0.05% | 138 |
|
|
2021
Q3 | $361K | Buy |
+956
| New | +$361K | 0.02% | 182 |
|