RBA Wealth Management’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 | $5.64M | Buy |
+7,969
| New | +$5.64M | 2.1% | 17 |
|
2023
Q4 | – | Sell |
-11,401
| Closed | -$3.69M | – | 91 |
|
2023
Q3 | $3.69M | Buy |
11,401
+247
| +2% | +$79.9K | 1.78% | 28 |
|
2023
Q2 | $3.6M | Buy |
11,154
+107
| +1% | +$34.5K | 1.68% | 32 |
|
2023
Q1 | $3.61M | Buy |
11,047
+1,296
| +13% | +$424K | 1.8% | 29 |
|
2022
Q4 | $3.35M | Buy |
9,751
+140
| +1% | +$48.1K | 1.76% | 29 |
|
2022
Q3 | $2.82M | Buy |
9,611
+409
| +4% | +$120K | 1.62% | 33 |
|
2022
Q2 | $2.73M | Buy |
9,202
+850
| +10% | +$252K | 1.51% | 34 |
|
2022
Q1 | $2.76M | Buy |
8,352
+644
| +8% | +$213K | 1.33% | 37 |
|
2021
Q4 | $2.95M | Buy |
+7,708
| New | +$2.95M | 1.39% | 37 |
|
2021
Q2 | – | Sell |
-51
| Closed | -$16.6K | – | 141 |
|
2021
Q1 | $16.6K | Buy |
+51
| New | +$16.6K | 0.01% | 125 |
|