Personal CFO Solutions’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 | $1.9M | Sell |
2,688
-430
| -14% | -$304K | 0.35% | 52 |
|
2025
Q1 | $1.7M | Buy |
3,118
+143
| +5% | +$78.1K | 0.35% | 52 |
|
2024
Q4 | $1.7M | Buy |
2,975
+246
| +9% | +$141K | 0.34% | 55 |
|
2024
Q3 | $1.35M | Buy |
2,729
+6
| +0.2% | +$2.97K | 0.19% | 102 |
|
2024
Q2 | $1.23M | Buy |
2,723
+480
| +21% | +$217K | 0.19% | 101 |
|
2024
Q1 | $937K | Sell |
2,243
-354
| -14% | -$148K | 0.15% | 137 |
|
2023
Q4 | $1M | Buy |
2,597
+209
| +9% | +$80.6K | 0.17% | 116 |
|
2023
Q3 | $773K | Buy |
2,388
+24
| +1% | +$7.77K | 0.15% | 130 |
|
2023
Q2 | $763K | Sell |
2,364
-181
| -7% | -$58.4K | 0.15% | 129 |
|
2023
Q1 | $833K | Buy |
2,545
+275
| +12% | +$90K | 0.17% | 112 |
|
2022
Q4 | $853K | Sell |
2,270
-56
| -2% | -$21K | 0.18% | 107 |
|
2022
Q3 | $682K | Sell |
2,326
-79
| -3% | -$23.2K | 0.17% | 115 |
|
2022
Q2 | $714K | Sell |
2,405
-68
| -3% | -$20.2K | 0.17% | 107 |
|
2022
Q1 | $816K | Sell |
2,473
-597
| -19% | -$197K | 0.16% | 125 |
|
2021
Q4 | $1.17M | Buy |
3,070
+527
| +21% | +$202K | 0.22% | 93 |
|
2021
Q3 | $961K | Sell |
2,543
-116
| -4% | -$43.8K | 0.2% | 107 |
|
2021
Q2 | $1.01M | Buy |
2,659
+143
| +6% | +$54.3K | 0.21% | 96 |
|
2021
Q1 | $823K | Buy |
2,516
+9
| +0.4% | +$2.94K | 0.18% | 107 |
|
2020
Q4 | $661K | Buy |
2,507
+238
| +10% | +$62.8K | 0.16% | 115 |
|
2020
Q3 | $0 | Buy |
2,269
+29
| +1% | – | ﹤0.01% | 217 |
|
2020
Q2 | $443K | Buy |
2,240
+81
| +4% | +$16K | 0.13% | 146 |
|
2020
Q1 | $334K | Buy |
2,159
+104
| +5% | +$16.1K | 0.12% | 157 |
|
2019
Q4 | $473K | Hold |
2,055
| – | – | 0.14% | 157 |
|
2019
Q3 | $426K | Buy |
+2,055
| New | +$426K | 0.17% | 151 |
|