Omnia Family 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 | $354K | Buy |
500
+49
| +11% | +$34.7K | 0.13% | 55 |
|
|
2025
Q1 | $246K | Sell |
451
-1
| -0.2% | -$547 | 0.1% | 73 |
|
|
2024
Q4 | $259K | Buy |
452
+9
| +2% | +$5.15K | 0.11% | 65 |
|
|
2024
Q3 | $219K | Buy |
+443
| New | +$219K | 0.09% | 75 |
|
|
2019
Q2 | – | Sell |
-86
| Closed | -$17K | – | 270 |
|
|
2019
Q1 | $17K | Hold |
86
| – | – | 0.01% | 226 |
|
|
2018
Q4 | $14K | Sell |
86
-26
| -23% | -$4.23K | 0.01% | 227 |
|
|
2018
Q3 | $25K | Hold |
112
| – | – | 0.01% | 191 |
|
|
2018
Q2 | $25K | Hold |
112
| – | – | 0.01% | 197 |
|
|
2018
Q1 | $28K | Sell |
112
-15
| -12% | -$3.75K | 0.01% | 185 |
|
|
2017
Q4 | $32K | Sell |
127
-22
| -15% | -$5.54K | 0.01% | 188 |
|
|
2017
Q3 | $35K | Hold |
149
| – | – | 0.02% | 174 |
|
|
2017
Q2 | $33K | Buy |
149
+1
| +0.7% | +$221 | 0.02% | 179 |
|
|
2017
Q1 | $34K | Hold |
148
| – | – | 0.02% | 177 |
|
|
2016
Q4 | $36K | Buy |
+148
| New | +$36K | 0.02% | 177 |
|