Pinnacle Wealth Planning Services’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 | $1.13M | Buy |
1,590
+234
| +17% | +$166K | 0.15% | 88 |
|
|
2025
Q1 | $741K | Buy |
1,356
+6
| +0.4% | +$3.28K | 0.11% | 107 |
|
|
2024
Q4 | $773K | Sell |
1,350
-450
| -25% | -$258K | 0.12% | 100 |
|
|
2024
Q3 | $891K | Sell |
1,800
-44
| -2% | -$21.8K | 0.12% | 105 |
|
|
2024
Q2 | $834K | Sell |
1,844
-22
| -1% | -$9.95K | 0.12% | 109 |
|
|
2024
Q1 | $779K | Buy |
1,866
+24
| +1% | +$10K | 0.11% | 117 |
|
|
2023
Q4 | $711K | Buy |
1,842
+52
| +3% | +$20.1K | 0.11% | 121 |
|
|
2023
Q3 | $579K | Buy |
1,790
+65
| +4% | +$21K | 0.1% | 138 |
|
|
2023
Q2 | $556K | Sell |
1,725
-9
| -0.5% | -$2.9K | 0.09% | 151 |
|
|
2023
Q1 | $567K | Buy |
1,734
+402
| +30% | +$131K | 0.09% | 153 |
|
|
2022
Q4 | $457K | Sell |
1,332
-298
| -18% | -$102K | 0.08% | 180 |
|
|
2022
Q3 | $478K | Buy |
1,630
+341
| +26% | +$100K | 0.09% | 146 |
|
|
2022
Q2 | $383K | Sell |
1,289
-2,640
| -67% | -$784K | 0.07% | 192 |
|
|
2022
Q1 | $1.3M | Buy |
3,929
+2,634
| +203% | +$870K | 0.24% | 72 |
|
|
2021
Q4 | $495K | Buy |
1,295
+159
| +14% | +$60.8K | 0.1% | 155 |
|
|
2021
Q3 | $429K | Buy |
1,136
+98
| +9% | +$37K | 0.09% | 167 |
|
|
2021
Q2 | $394K | Buy |
1,038
+7
| +0.7% | +$2.66K | 0.09% | 177 |
|
|
2021
Q1 | $337K | Buy |
1,031
+267
| +35% | +$87.3K | 0.09% | 196 |
|
|
2020
Q4 | $201K | Buy |
+764
| New | +$201K | 0.05% | 277 |
|