Oxler Private 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 | $446K | Buy |
631
+2
| +0.3% | +$1.42K | 0.14% | 64 |
|
|
2025
Q1 | $344K | Buy |
629
+13
| +2% | +$7.1K | 0.12% | 70 |
|
|
2024
Q4 | $353K | Buy |
616
+2
| +0.3% | +$1.15K | 0.12% | 69 |
|
|
2024
Q3 | $304K | Buy |
614
+2
| +0.3% | +$990 | 0.11% | 76 |
|
|
2024
Q2 | $277K | Buy |
612
+3
| +0.5% | +$1.36K | 0.1% | 76 |
|
|
2024
Q1 | $255K | Buy |
609
+22
| +4% | +$9.2K | 0.1% | 81 |
|
|
2023
Q4 | $226K | Sell |
587
-100
| -15% | -$38.6K | 0.19% | 70 |
|
|
2023
Q3 | $223K | Buy |
687
+1
| +0.1% | +$325 | 0.11% | 86 |
|
|
2023
Q2 | $221K | Buy |
686
+4
| +0.6% | +$1.29K | 0.11% | 88 |
|
|
2023
Q1 | $223K | Buy |
682
+6
| +0.9% | +$1.96K | 0.11% | 88 |
|
|
2022
Q4 | $232K | Buy |
676
+6
| +0.9% | +$2.06K | 0.13% | 90 |
|
|
2022
Q3 | $197K | Buy |
670
+5
| +0.8% | +$1.47K | 0.11% | 101 |
|
|
2022
Q2 | $198K | Buy |
665
+4
| +0.6% | +$1.19K | 0.1% | 104 |
|
|
2022
Q1 | $218K | Buy |
661
+4
| +0.6% | +$1.32K | 0.1% | 105 |
|
|
2021
Q4 | $251K | Buy |
657
+3
| +0.5% | +$1.15K | 0.1% | 111 |
|
|
2021
Q3 | $247K | Hold |
654
| – | – | 0.11% | 119 |
|
|
2021
Q2 | $248K | Hold |
654
| – | – | 0.11% | 119 |
|
|
2021
Q1 | $213K | Buy |
654
+99
| +18% | +$32.2K | 0.11% | 114 |
|
|
2020
Q4 | $146K | Buy |
+555
| New | +$146K | 0.08% | 114 |
|