Prestige 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 | $1.18M | Buy |
1,668
+11
| +0.7% | +$7.79K | 0.24% | 54 |
|
|
2025
Q1 | $905K | Sell |
1,657
-2
| -0.1% | -$1.09K | 0.19% | 63 |
|
|
2024
Q4 | $950K | Buy |
1,659
+18
| +1% | +$10.3K | 0.2% | 61 |
|
|
2024
Q3 | $813K | Sell |
1,641
-837
| -34% | -$414K | 0.17% | 70 |
|
|
2024
Q2 | $1.12M | Buy |
2,478
+655
| +36% | +$296K | 0.24% | 53 |
|
|
2024
Q1 | $762K | Sell |
1,823
-995
| -35% | -$416K | 0.16% | 67 |
|
|
2023
Q4 | $1.09M | Buy |
2,818
+189
| +7% | +$72.9K | 0.25% | 50 |
|
|
2023
Q3 | $851K | Buy |
2,629
+895
| +52% | +$290K | 0.21% | 54 |
|
|
2023
Q2 | $559K | Sell |
1,734
-108
| -6% | -$34.8K | 0.13% | 74 |
|
|
2023
Q1 | $603K | Buy |
1,842
+129
| +8% | +$42.2K | 0.15% | 74 |
|
|
2022
Q4 | $588K | Buy |
1,713
+77
| +5% | +$26.4K | 0.15% | 72 |
|
|
2022
Q3 | $479K | Buy |
1,636
+99
| +6% | +$29K | 0.13% | 73 |
|
|
2022
Q2 | $457K | Buy |
1,537
+703
| +84% | +$209K | 0.12% | 79 |
|
|
2022
Q1 | $276K | Sell |
834
-1,023
| -55% | -$339K | 0.07% | 119 |
|
|
2021
Q4 | $710K | Buy |
1,857
+38
| +2% | +$14.5K | 0.17% | 63 |
|
|
2021
Q3 | $688K | Buy |
1,819
+62
| +4% | +$23.5K | 0.18% | 58 |
|
|
2021
Q2 | $667K | Buy |
1,757
+44
| +3% | +$16.7K | 0.18% | 56 |
|
|
2021
Q1 | $560K | Buy |
1,713
+910
| +113% | +$297K | 0.15% | 61 |
|
|
2020
Q4 | $212K | Buy |
803
+89
| +12% | +$23.5K | 0.06% | 120 |
|
|
2020
Q3 | $143K | Sell |
714
-8
| -1% | -$1.6K | 0.04% | 139 |
|
|
2020
Q2 | $143K | Buy |
722
+21
| +3% | +$4.16K | 0.05% | 126 |
|
|
2020
Q1 | $108K | Buy |
701
+48
| +7% | +$7.4K | 0.05% | 120 |
|
|
2019
Q4 | $150K | Sell |
653
-215
| -25% | -$49.4K | 0.08% | 135 |
|
|
2019
Q3 | $180K | Buy |
+868
| New | +$180K | 0.11% | 114 |
|
|
2019
Q1 | – | Sell |
-111
| Closed | -$19K | – | 763 |
|
|
2018
Q4 | $19K | Buy |
+111
| New | +$19K | 0.01% | 315 |
|