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 |
|