REDW Wealth’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-672
| Closed | -$333K | – | 126 |
|
|
2024
Q3 | $333K | Hold |
672
| – | – | 0.09% | 121 |
|
|
2024
Q2 | $304K | Hold |
672
| – | – | 0.08% | 121 |
|
|
2024
Q1 | $281K | Hold |
672
| – | – | 0.08% | 130 |
|
|
2023
Q4 | $259K | Buy |
672
+54
| +9% | +$20.8K | 0.07% | 126 |
|
|
2023
Q3 | $200K | Buy |
+618
| New | +$200K | 0.06% | 138 |
|
|
2023
Q2 | – | Sell |
-681
| Closed | -$223K | – | 144 |
|
|
2023
Q1 | $223K | Buy |
681
+26
| +4% | +$8.51K | 0.07% | 131 |
|
|
2022
Q4 | $225K | Buy |
+655
| New | +$225K | 0.08% | 122 |
|
|
2022
Q3 | – | Sell |
-879
| Closed | -$261K | – | 114 |
|
|
2022
Q2 | $261K | Buy |
879
+47
| +6% | +$14K | 0.1% | 103 |
|
|
2022
Q1 | $275K | Hold |
832
| – | – | 0.08% | 99 |
|
|
2021
Q4 | $318K | Hold |
832
| – | – | 0.09% | 82 |
|
|
2021
Q3 | $315K | Sell |
832
-31
| -4% | -$11.7K | 0.1% | 81 |
|
|
2021
Q2 | $328K | Buy |
863
+82
| +10% | +$31.2K | 0.1% | 82 |
|
|
2021
Q1 | $255K | Hold |
781
| – | – | 0.09% | 91 |
|
|
2020
Q4 | $206K | Buy |
+781
| New | +$206K | 0.08% | 94 |
|