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