NewEdge 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
$8.07M Buy
11,209
+731
+7% +$526K 0.13% 138
2025
Q1
$5.72M Buy
10,478
+148
+1% +$80.9K 0.1% 162
2024
Q4
$5.92M Buy
10,330
+1,465
+17% +$839K 0.1% 159
2024
Q3
$4.39M Buy
8,865
+6,197
+232% +$3.07M 0.08% 213
2024
Q2
$1.21M Sell
2,668
-484
-15% -$219K 0.03% 387
2024
Q1
$1.36M Buy
3,152
+826
+36% +$357K 0.03% 377
2023
Q4
$897K Buy
2,326
+18
+0.8% +$6.94K 0.02% 419
2023
Q3
$747K Buy
2,308
+370
+19% +$120K 0.02% 400
2023
Q2
$625K Sell
1,938
-192
-9% -$61.9K 0.02% 426
2023
Q1
$697K Buy
2,130
+214
+11% +$70K 0.03% 367
2022
Q4
$658K Buy
1,916
+380
+25% +$130K 0.03% 333
2022
Q3
$450K Sell
1,536
-1,547
-50% -$453K 0.02% 368
2022
Q2
$916K Buy
3,083
+462
+18% +$137K 0.04% 296
2022
Q1
$865K Buy
2,621
+379
+17% +$125K 0.04% 237
2021
Q4
$858K Sell
2,242
-12
-0.5% -$4.59K 0.04% 243
2021
Q3
$852K Buy
2,254
+66
+3% +$24.9K 0.05% 191
2021
Q2
$830K Buy
2,188
+247
+13% +$93.7K 0.06% 186
2021
Q1
$635K Buy
1,941
+1,109
+133% +$363K 0.06% 199
2020
Q4
$219K Buy
+832
New +$219K 0.07% 140