Oak Harbor Wealth Partners’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 | $1.05M | Hold |
1,487
| – | – | 0.28% | 75 |
|
|
2025
Q1 | $812K | Hold |
1,487
| – | – | 0.23% | 91 |
|
|
2024
Q4 | $851K | Hold |
1,487
| – | – | 0.25% | 91 |
|
|
2024
Q3 | $736K | Hold |
1,487
| – | – | 0.21% | 104 |
|
|
2024
Q2 | $673K | Hold |
1,487
| – | – | 0.21% | 97 |
|
|
2024
Q1 | $621K | Hold |
1,487
| – | – | 0.19% | 106 |
|
|
2023
Q4 | $574K | Buy |
1,487
+129
| +9% | +$49.8K | 0.19% | 104 |
|
|
2023
Q3 | $439K | Buy |
1,358
+39
| +3% | +$12.6K | 0.16% | 113 |
|
|
2023
Q2 | $425K | Buy |
1,319
+131
| +11% | +$42.3K | 0.15% | 121 |
|
|
2023
Q1 | $389K | Sell |
1,188
-33
| -3% | -$10.8K | 0.14% | 124 |
|
|
2022
Q4 | $419K | Buy |
1,221
+33
| +3% | +$11.3K | 0.16% | 110 |
|
|
2022
Q3 | $348K | Hold |
1,188
| – | – | 0.14% | 115 |
|
|
2022
Q2 | $353K | Sell |
1,188
-10
| -0.8% | -$2.97K | 0.14% | 114 |
|
|
2022
Q1 | $395K | Buy |
1,198
+314
| +36% | +$104K | 0.13% | 115 |
|
|
2021
Q4 | $338K | Buy |
+884
| New | +$338K | 0.12% | 122 |
|