Principle Wealth Partners’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 | $13.5M | Buy |
19,080
+209
| +1% | +$148K | 0.84% | 26 |
|
|
2025
Q1 | $10.3M | Buy |
18,871
+11
| +0.1% | +$6.01K | 0.74% | 34 |
|
|
2024
Q4 | $10.8M | Sell |
18,860
-501
| -3% | -$287K | 0.76% | 33 |
|
|
2024
Q3 | $9.59M | Sell |
19,361
-514
| -3% | -$254K | 0.68% | 37 |
|
|
2024
Q2 | $8.99M | Sell |
19,875
-180
| -0.9% | -$81.4K | 0.68% | 37 |
|
|
2024
Q1 | $8.38M | Sell |
20,055
-99
| -0.5% | -$41.4K | 0.65% | 38 |
|
|
2023
Q4 | $7.77M | Buy |
20,154
+325
| +2% | +$125K | 0.67% | 39 |
|
|
2023
Q3 | $6.42M | Buy |
19,829
+47
| +0.2% | +$15.2K | 0.64% | 41 |
|
|
2023
Q2 | $6.38M | Sell |
19,782
-325
| -2% | -$105K | 0.64% | 38 |
|
|
2023
Q1 | $6.58M | Sell |
20,107
-169
| -0.8% | -$55.3K | 0.7% | 38 |
|
|
2022
Q4 | $6.96M | Buy |
20,276
+53
| +0.3% | +$18.2K | 0.79% | 31 |
|
|
2022
Q3 | $5.93K | Buy |
20,223
+2,653
| +15% | +$777 | 0.56% | 31 |
|
|
2022
Q2 | $5.22M | Buy |
17,570
+3,970
| +29% | +$1.18M | 0.63% | 37 |
|
|
2022
Q1 | $4.49M | Buy |
13,600
+1,260
| +10% | +$416K | 0.47% | 51 |
|
|
2021
Q4 | $4.72M | Buy |
12,340
+28
| +0.2% | +$10.7K | 0.5% | 47 |
|
|
2021
Q3 | $4.65M | Buy |
12,312
+55
| +0.4% | +$20.8K | 0.54% | 36 |
|
|
2021
Q2 | $4.65M | Buy |
12,257
+27
| +0.2% | +$10.2K | 0.53% | 38 |
|
|
2021
Q1 | $4M | Hold |
12,230
| – | – | 0.47% | 49 |
|
|
2020
Q4 | $3.23M | Buy |
12,230
+1,327
| +12% | +$350K | 0.42% | 51 |
|
|
2020
Q3 | $2.19M | Sell |
10,903
-373
| -3% | -$75K | 0.61% | 29 |
|
|
2020
Q2 | $2.23M | Hold |
11,276
| – | – | 0.65% | 27 |
|
|
2020
Q1 | $1.74M | Buy |
11,276
+430
| +4% | +$66.5K | 0.65% | 29 |
|
|
2019
Q4 | $2.49M | Sell |
10,846
-406
| -4% | -$93.4K | 0.8% | 31 |
|
|
2019
Q3 | $2.33M | Buy |
11,252
+1,501
| +15% | +$311K | 0.81% | 33 |
|
|
2019
Q2 | $2M | Sell |
9,751
-570
| -6% | -$117K | 1.03% | 24 |
|
|
2019
Q1 | $1.98M | Buy |
10,321
+220
| +2% | +$42.2K | 1.13% | 25 |
|
|
2018
Q4 | $1.69M | Buy |
+10,101
| New | +$1.69M | 1.42% | 22 |
|