Regent Peak Wealth 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
Q1 | $381K | Buy |
697
+17
| +3% | +$9.29K | 0.09% | 99 |
|
|
2024
Q4 | $389K | Buy |
680
+24
| +4% | +$13.7K | 0.09% | 99 |
|
|
2024
Q3 | $325K | Buy |
656
+12
| +2% | +$5.94K | 0.07% | 116 |
|
|
2024
Q2 | $291K | Buy |
644
+5
| +0.8% | +$2.26K | 0.07% | 124 |
|
|
2024
Q1 | $267K | Buy |
639
+5
| +0.8% | +$2.09K | 0.07% | 131 |
|
|
2023
Q4 | $245K | Sell |
634
-548
| -46% | -$211K | 0.07% | 129 |
|
|
2023
Q3 | $382K | Buy |
+1,182
| New | +$382K | 0.12% | 93 |
|
|
2023
Q2 | – | Sell |
-620
| Closed | -$203K | – | 160 |
|
|
2023
Q1 | $203K | Sell |
620
-110
| -15% | -$36K | 0.06% | 151 |
|
|
2022
Q4 | $251K | Buy |
+730
| New | +$251K | 0.08% | 128 |
|
|
2022
Q1 | – | Sell |
-538
| Closed | -$206K | – | 166 |
|
|
2021
Q4 | $206K | Buy |
+538
| New | +$206K | 0.06% | 161 |
|
|
2021
Q1 | – | Sell |
-443
| Closed | -$117K | – | 488 |
|
|
2020
Q4 | $117K | Buy |
+443
| New | +$117K | 0.04% | 189 |
|
|
2020
Q3 | – | Sell |
-5,924
| Closed | -$1.17M | – | 134 |
|
|
2020
Q2 | $1.17M | Buy |
+5,924
| New | +$1.17M | 0.53% | 45 |
|