Parisi Gray Wealth Management’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 | $4.23M | Buy |
5,983
+145
| +2% | +$103K | 1.21% | 22 |
|
|
2025
Q1 | $3.19M | Buy |
5,838
+993
| +20% | +$542K | 1.04% | 25 |
|
|
2024
Q4 | $2.77M | Buy |
4,845
+70
| +1% | +$40.1K | 0.88% | 29 |
|
|
2024
Q3 | $2.36M | Buy |
4,775
+70
| +1% | +$34.7K | 0.78% | 29 |
|
|
2024
Q2 | $2.13M | Sell |
4,705
-63
| -1% | -$28.5K | 0.76% | 27 |
|
|
2024
Q1 | $1.99M | Buy |
4,768
+169
| +4% | +$70.6K | 0.75% | 28 |
|
|
2023
Q4 | $1.77M | Buy |
4,599
+77
| +2% | +$29.7K | 0.72% | 31 |
|
|
2023
Q3 | $1.46M | Buy |
4,522
+1,551
| +52% | +$502K | 0.66% | 31 |
|
|
2023
Q2 | $972K | Buy |
2,971
+2,214
| +292% | +$724K | 0.44% | 47 |
|
|
2023
Q1 | $248K | Sell |
757
-2,215
| -75% | -$724K | 0.15% | 73 |
|
|
2022
Q4 | $1.02M | Buy |
2,972
+2,193
| +282% | +$753K | 0.5% | 41 |
|
|
2022
Q3 | $228K | Sell |
779
-2,193
| -74% | -$642K | 0.17% | 76 |
|
|
2022
Q2 | $883K | Sell |
2,972
-23
| -0.8% | -$6.83K | 0.46% | 45 |
|
|
2022
Q1 | $989K | Sell |
2,995
-30
| -1% | -$9.91K | 0.4% | 52 |
|
|
2021
Q4 | $1.16M | Sell |
3,025
-7
| -0.2% | -$2.68K | 0.43% | 49 |
|
|
2021
Q3 | $1.15M | Sell |
3,032
-21
| -0.7% | -$7.98K | 0.48% | 45 |
|
|
2021
Q2 | $1.16M | Sell |
3,053
-92
| -3% | -$34.9K | 0.42% | 50 |
|
|
2021
Q1 | $1.03M | Buy |
3,145
+3
| +0.1% | +$981 | 0.43% | 53 |
|
|
2020
Q4 | $829K | Buy |
3,142
+90
| +3% | +$23.7K | 0.37% | 55 |
|
|
2020
Q3 | $613K | Buy |
3,052
+203
| +7% | +$40.8K | 0.32% | 60 |
|
|
2020
Q2 | $563K | Buy |
2,849
+112
| +4% | +$22.1K | 0.32% | 59 |
|
|
2020
Q1 | $423K | Hold |
2,737
| – | – | 0.3% | 66 |
|
|
2019
Q4 | $629K | Sell |
2,737
-20
| -0.7% | -$4.6K | 0.36% | 60 |
|
|
2019
Q3 | $571K | Sell |
2,757
-28
| -1% | -$5.8K | 0.38% | 61 |
|
|
2019
Q2 | $570K | Sell |
2,785
-23
| -0.8% | -$4.71K | 0.39% | 56 |
|
|
2019
Q1 | $535K | Sell |
2,808
-141
| -5% | -$26.9K | 0.34% | 57 |
|
|
2018
Q4 | $481K | Hold |
2,949
| – | – | 0.33% | 63 |
|
|
2018
Q3 | $672K | Hold |
2,949
| – | – | 0.41% | 60 |
|
|
2018
Q2 | $654K | Hold |
2,949
| – | – | 0.44% | 57 |
|
|
2018
Q1 | $739K | Hold |
2,949
| – | – | 0.57% | 46 |
|
|
2017
Q4 | $754K | Buy |
+2,949
| New | +$754K | 0.56% | 45 |
|