Newton One Investments’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 | $357K | Buy |
504
+2
| +0.4% | +$1.42K | 0.11% | 31 |
|
|
2025
Q1 | $274K | Buy |
502
+2
| +0.4% | +$1.09K | 0.1% | 36 |
|
|
2024
Q4 | $286K | Buy |
500
+3
| +0.6% | +$1.72K | 0.11% | 35 |
|
|
2024
Q3 | $246K | Buy |
497
+3
| +0.6% | +$1.49K | 0.1% | 37 |
|
|
2024
Q2 | $223K | Buy |
494
+3
| +0.6% | +$1.36K | 0.1% | 39 |
|
|
2024
Q1 | $205K | Buy |
491
+3
| +0.6% | +$1.25K | 0.09% | 41 |
|
|
2023
Q4 | $188K | Sell |
488
-156
| -24% | -$60.1K | 0.09% | 40 |
|
|
2023
Q3 | $208K | Buy |
644
+3
| +0.5% | +$971 | 0.12% | 37 |
|
|
2023
Q2 | $207K | Buy |
641
+5
| +0.8% | +$1.61K | 0.12% | 38 |
|
|
2023
Q1 | $208K | Buy |
636
+5
| +0.8% | +$1.64K | 0.13% | 36 |
|
|
2022
Q4 | $217K | Hold |
631
| – | – | 0.14% | 35 |
|
|
2022
Q3 | $185K | Hold |
631
| – | – | 0.13% | 32 |
|
|
2022
Q2 | $187K | Hold |
631
| – | – | 0.14% | 33 |
|
|
2022
Q1 | $208K | Hold |
631
| – | – | 0.15% | 33 |
|
|
2021
Q4 | $241K | Buy |
631
+1
| +0.2% | +$382 | 0.17% | 32 |
|
|
2021
Q3 | $238K | Buy |
630
+1
| +0.2% | +$378 | 0.18% | 29 |
|
|
2021
Q2 | $239K | Buy |
629
+1
| +0.2% | +$380 | 0.19% | 27 |
|
|
2021
Q1 | $205K | Buy |
628
+1
| +0.2% | +$326 | 0.18% | 24 |
|
|
2020
Q4 | $165K | Buy |
+627
| New | +$165K | 0.16% | 27 |
|