Plante Moran Financial Advisors’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 | $58.8K | Buy |
83
+37
| +80% | +$26.2K | ﹤0.01% | 310 |
|
|
2025
Q1 | $25.1K | Hold |
46
| – | – | ﹤0.01% | 447 |
|
|
2024
Q4 | $26.3K | Sell |
46
-50
| -52% | -$28.6K | ﹤0.01% | 440 |
|
|
2024
Q3 | $47.5K | Sell |
96
-90
| -48% | -$44.6K | ﹤0.01% | 393 |
|
|
2024
Q2 | $84.1K | Hold |
186
| – | – | 0.01% | 266 |
|
|
2024
Q1 | $77.7K | Buy |
186
+40
| +27% | +$16.7K | 0.01% | 278 |
|
|
2023
Q4 | $56.3K | Hold |
146
| – | – | 0.01% | 307 |
|
|
2023
Q3 | $47.2K | Hold |
146
| – | – | 0.01% | 300 |
|
|
2023
Q2 | $47.1K | Sell |
146
-20
| -12% | -$6.45K | 0.01% | 312 |
|
|
2023
Q1 | $54.3K | Buy |
166
+8
| +5% | +$2.62K | 0.01% | 283 |
|
|
2022
Q4 | $54.3K | Sell |
158
-219
| -58% | -$75.2K | 0.01% | 299 |
|
|
2022
Q3 | $110K | Sell |
377
-440
| -54% | -$128K | 0.02% | 200 |
|
|
2022
Q2 | $243K | Sell |
817
-34
| -4% | -$10.1K | 0.04% | 130 |
|
|
2022
Q1 | $281K | Sell |
851
-40
| -4% | -$13.2K | 0.05% | 129 |
|
|
2021
Q4 | $341K | Buy |
891
+35
| +4% | +$13.4K | 0.06% | 123 |
|
|
2021
Q3 | $324K | Buy |
856
+7
| +0.8% | +$2.65K | 0.07% | 135 |
|
|
2021
Q2 | $322K | Buy |
849
+580
| +216% | +$220K | 0.08% | 125 |
|
|
2021
Q1 | $88K | Sell |
269
-250
| -48% | -$81.8K | 0.02% | 265 |
|
|
2020
Q4 | $137K | Buy |
+519
| New | +$137K | 0.04% | 212 |
|
|
2020
Q2 | – | Sell |
-144
| Closed | -$22K | – | 793 |
|
|
2020
Q1 | $22K | Sell |
144
-56
| -28% | -$8.56K | 0.01% | 368 |
|
|
2019
Q4 | $46K | Sell |
200
-17
| -8% | -$3.91K | 0.02% | 335 |
|
|
2019
Q3 | $45K | Sell |
217
-83
| -28% | -$17.2K | 0.01% | 358 |
|
|
2019
Q2 | $61K | Sell |
300
-430
| -59% | -$87.4K | 0.02% | 296 |
|
|
2019
Q1 | $140K | Buy |
730
+230
| +46% | +$44.1K | 0.04% | 190 |
|
|
2018
Q4 | $84K | Buy |
500
+50
| +11% | +$8.4K | 0.03% | 224 |
|
|
2018
Q3 | $101K | Buy |
450
+250
| +125% | +$56.1K | 0.03% | 212 |
|
|
2018
Q2 | $44K | Sell |
200
-82
| -29% | -$18K | 0.02% | 348 |
|
|
2018
Q1 | $71K | Hold |
282
| – | – | 0.04% | 282 |
|
|
2017
Q4 | $72K | Hold |
282
| – | – | 0.04% | 275 |
|
|
2017
Q3 | $67K | Hold |
282
| – | – | 0.04% | 253 |
|
|
2017
Q2 | $63K | Hold |
282
| – | – | 0.04% | 263 |
|
|
2017
Q1 | $65K | Sell |
282
-321
| -53% | -$74K | 0.04% | 271 |
|
|
2016
Q4 | $144K | Buy |
603
+62
| +11% | +$14.8K | 0.09% | 171 |
|
|
2016
Q3 | $87K | Buy |
541
+259
| +92% | +$41.7K | 0.06% | 221 |
|
|
2016
Q2 | $42K | Buy |
282
+200
| +244% | +$29.8K | 0.03% | 315 |
|
|
2016
Q1 | $13K | Sell |
82
-129
| -61% | -$20.5K | 0.01% | 445 |
|
|
2015
Q4 | $38K | Buy |
211
+100
| +90% | +$18K | 0.03% | 339 |
|
|
2015
Q3 | $19K | Sell |
111
-8
| -7% | -$1.37K | 0.02% | 389 |
|
|
2015
Q2 | $25K | Hold |
119
| – | – | 0.02% | 399 |
|
|
2015
Q1 | $22K | Sell |
119
-100
| -46% | -$18.5K | 0.02% | 394 |
|
|
2014
Q4 | $42K | Hold |
219
| – | – | 0.03% | 306 |
|
|
2014
Q3 | $40K | Buy |
219
+81
| +59% | +$14.8K | 0.04% | 295 |
|
|
2014
Q2 | $23K | Buy |
138
+119
| +626% | +$19.8K | 0.02% | 361 |
|
|
2014
Q1 | $3K | Sell |
19
-424
| -96% | -$66.9K | ﹤0.01% | 526 |
|
|
2013
Q4 | $79K | Buy |
443
+424
| +2,232% | +$75.6K | 0.04% | 171 |
|
|
2013
Q3 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 519 |
|