Regent Peak Wealth Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $575K | Buy |
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|
2025
Q1 | $381K | Buy |
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|
2024
Q4 | $389K | Buy |
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|
2024
Q3 | $325K | Buy |
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | $267K | Buy |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $382K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $203K | Sell |
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|
2022
Q4 | $251K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $206K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $117K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.17M | Buy |
|