Northwest Quadrant 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 | $294K | Buy |
416
+1
| +0.2% | +$707 | 0.07% | 48 |
|
|
2025
Q1 | $227K | Buy |
415
+1
| +0.2% | +$546 | 0.05% | 58 |
|
|
2024
Q4 | $237K | Buy |
+414
| New | +$237K | 0.05% | 64 |
|
|
2024
Q2 | – | Sell |
-525
| Closed | -$219K | – | 64 |
|
|
2024
Q1 | $219K | Buy |
525
+3
| +0.6% | +$1.25K | 0.05% | 61 |
|
|
2023
Q4 | $201K | Buy |
+522
| New | +$201K | 0.05% | 61 |
|
|
2022
Q1 | – | Sell |
-584
| Closed | -$223K | – | 68 |
|
|
2021
Q4 | $223K | Buy |
584
+3
| +0.5% | +$1.15K | 0.06% | 60 |
|
|
2021
Q3 | $224K | Sell |
581
-20
| -3% | -$7.71K | 0.06% | 60 |
|
|
2021
Q2 | $224K | Buy |
+601
| New | +$224K | 0.06% | 61 |
|
|
2018
Q4 | – | Sell |
-439
| Closed | -$481K | – | 60 |
|
|
2018
Q3 | $481K | Buy |
+439
| New | +$481K | 0.3% | 21 |
|
|
2018
Q2 | – | Sell |
-431
| Closed | -$447K | – | 54 |
|
|
2018
Q1 | $447K | Hold |
431
| – | – | 0.29% | 28 |
|
|
2017
Q4 | $458K | Hold |
431
| – | – | 0.32% | 28 |
|
|
2017
Q3 | $449K | Hold |
431
| – | – | 0.34% | 28 |
|
|
2017
Q2 | $407K | Buy |
+431
| New | +$407K | 0.35% | 32 |
|