Orion Portfolio Solutions’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.5M | Sell |
13,729
-536
| -4% | -$293K | 0.07% | 260 |
|
|
2024
Q4 | $8.17M | Buy |
14,265
+1,335
| +10% | +$764K | 0.08% | 226 |
|
|
2024
Q3 | $6.4M | Buy |
12,930
+1,308
| +11% | +$648K | 0.06% | 288 |
|
|
2024
Q2 | $5.26M | Buy |
11,622
+597
| +5% | +$270K | 0.06% | 297 |
|
|
2024
Q1 | $4.6M | Buy |
11,025
+346
| +3% | +$145K | 0.05% | 339 |
|
|
2023
Q4 | $4.15M | Buy |
10,679
+358
| +3% | +$139K | 0.05% | 348 |
|
|
2023
Q3 | $3.34M | Buy |
10,321
+1,753
| +20% | +$567K | 0.04% | 398 |
|
|
2023
Q2 | $2.76M | Buy |
8,568
+621
| +8% | +$200K | 0.03% | 512 |
|
|
2023
Q1 | $2.6M | Buy |
7,947
+4,070
| +105% | +$1.33M | 0.03% | 488 |
|
|
2022
Q4 | $1.33M | Buy |
3,877
+1,081
| +39% | +$371K | 0.05% | 253 |
|
|
2022
Q3 | $819K | Buy |
2,796
+404
| +17% | +$118K | 0.03% | 304 |
|
|
2022
Q2 | $710K | Buy |
2,392
+491
| +26% | +$146K | 0.03% | 318 |
|
|
2022
Q1 | $628K | Sell |
1,901
-7
| -0.4% | -$2.31K | 0.02% | 369 |
|
|
2021
Q4 | $730K | Sell |
1,908
-71
| -4% | -$27.2K | 0.02% | 338 |
|
|
2021
Q3 | $748K | Buy |
1,979
+158
| +9% | +$59.7K | 0.03% | 308 |
|
|
2021
Q2 | $691K | Buy |
1,821
+308
| +20% | +$117K | 0.03% | 294 |
|
|
2021
Q1 | $495K | Buy |
1,513
+184
| +14% | +$60.2K | 0.02% | 326 |
|
|
2020
Q4 | $350K | Buy |
1,329
+28
| +2% | +$7.37K | 0.02% | 358 |
|
|
2020
Q3 | $261K | Buy |
1,301
+8
| +0.6% | +$1.61K | 0.01% | 373 |
|
|
2020
Q2 | $256K | Sell |
1,293
-511
| -28% | -$101K | 0.01% | 352 |
|
|
2020
Q1 | $279K | Buy |
1,804
+245
| +16% | +$37.9K | 0.02% | 268 |
|
|
2019
Q4 | $358K | Buy |
+1,559
| New | +$358K | 0.03% | 245 |
|