Oak Harbor Wealth Partners’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.17M | Sell |
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|
2025
Q2 | $1.05M | Hold |
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|
2025
Q1 | $812K | Hold |
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|
2024
Q4 | $851K | Hold |
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|
2024
Q3 | $736K | Hold |
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|
2024
Q2 | $673K | Hold |
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|
2024
Q1 | $621K | Hold |
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|
2023
Q4 | $574K | Buy |
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|
2023
Q3 | $439K | Buy |
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|
2023
Q2 | $425K | Buy |
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|
2023
Q1 | $389K | Sell |
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|
2022
Q4 | $419K | Buy |
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|
2022
Q3 | $348K | Hold |
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|
2022
Q2 | $353K | Sell |
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|
2022
Q1 | $395K | Buy |
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|
2021
Q4 | $338K | Buy |
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