Pinnacle Wealth Management Group’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 | $248K | Sell |
350
-75
| -18% | -$53.1K | 0.14% | 106 |
|
2025
Q1 | $232K | Hold |
425
| – | – | 0.16% | 95 |
|
2024
Q4 | $243K | Hold |
425
| – | – | 0.15% | 102 |
|
2024
Q3 | $210K | Buy |
+425
| New | +$210K | 0.13% | 110 |
|
2023
Q3 | – | Sell |
-655
| Closed | -$211K | – | 100 |
|
2023
Q2 | $211K | Sell |
655
-150
| -19% | -$48.4K | 0.18% | 90 |
|
2023
Q1 | $263K | Sell |
805
-350
| -30% | -$114K | 0.23% | 84 |
|
2022
Q4 | $397K | Sell |
1,155
-130
| -10% | -$44.7K | 0.35% | 61 |
|
2022
Q3 | $377K | Buy |
1,285
+6
| +0.5% | +$1.76K | 0.33% | 65 |
|
2022
Q2 | $380K | Buy |
1,279
+124
| +11% | +$36.8K | 0.32% | 73 |
|
2022
Q1 | $381K | Buy |
+1,155
| New | +$381K | 0.29% | 83 |
|