Naviter 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 | $4.48M | Sell |
6,327
-99
| -2% | -$70.1K | 0.55% | 35 |
|
|
2025
Q1 | $3.49M | Buy |
6,426
+120
| +2% | +$65.2K | 0.42% | 58 |
|
|
2024
Q4 | $3.61M | Buy |
6,306
+2,271
| +56% | +$1.3M | 0.44% | 54 |
|
|
2024
Q3 | $2M | Sell |
4,035
-525
| -12% | -$260K | 0.28% | 106 |
|
|
2024
Q2 | $2.06M | Sell |
4,560
-469
| -9% | -$212K | 0.31% | 88 |
|
|
2024
Q1 | $2.1M | Sell |
5,029
-8
| -0.2% | -$3.34K | 0.34% | 79 |
|
|
2023
Q4 | $1.94M | Buy |
5,037
+961
| +24% | +$371K | 0.39% | 69 |
|
|
2023
Q3 | $1.32M | Buy |
4,076
+329
| +9% | +$106K | 0.32% | 78 |
|
|
2023
Q2 | $1.21M | Buy |
3,747
+472
| +14% | +$152K | 0.31% | 86 |
|
|
2023
Q1 | $1.07M | Buy |
+3,275
| New | +$1.07M | 0.37% | 75 |
|
|
2022
Q3 | – | Sell |
-1,014
| Closed | -$301K | – | 191 |
|
|
2022
Q2 | $301K | Buy |
+1,014
| New | +$301K | 0.12% | 159 |
|