RWM
Ritholtz Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.71M | Buy |
9,483
+1,329
| +16% | +$941K | 0.15% | 78 |
|
|
2025
Q1 | $4.45M | Buy |
8,154
+319
| +4% | +$174K | 0.13% | 108 |
|
|
2024
Q4 | $4.49M | Buy |
7,835
+563
| +8% | +$322K | 0.13% | 98 |
|
|
2024
Q3 | $3.6M | Buy |
7,272
+756
| +12% | +$374K | 0.11% | 126 |
|
|
2024
Q2 | $2.95M | Buy |
6,516
+176
| +3% | +$79.6K | 0.1% | 142 |
|
|
2024
Q1 | $2.65M | Buy |
6,340
+432
| +7% | +$180K | 0.09% | 150 |
|
|
2023
Q4 | $2.28M | Buy |
5,908
+158
| +3% | +$61K | 0.09% | 144 |
|
|
2023
Q3 | $1.86M | Buy |
5,750
+324
| +6% | +$105K | 0.08% | 153 |
|
|
2023
Q2 | $1.75M | Buy |
5,426
+459
| +9% | +$148K | 0.08% | 165 |
|
|
2023
Q1 | $1.62M | Sell |
4,967
-517
| -9% | -$169K | 0.08% | 157 |
|
|
2022
Q4 | $1.88M | Sell |
5,484
-52
| -0.9% | -$17.9K | 0.11% | 133 |
|
|
2022
Q3 | $1.62M | Buy |
5,536
+590
| +12% | +$173K | 0.09% | 156 |
|
|
2022
Q2 | $1.47M | Buy |
4,946
+141
| +3% | +$41.9K | 0.09% | 133 |
|
|
2022
Q1 | $1.59M | Buy |
4,805
+511
| +12% | +$169K | 0.11% | 121 |
|
|
2021
Q4 | $1.64M | Buy |
4,294
+709
| +20% | +$271K | 0.1% | 97 |
|
|
2021
Q3 | $1.36M | Sell |
3,585
-94
| -3% | -$35.5K | 0.09% | 101 |
|
|
2021
Q2 | $1.4M | Buy |
3,679
+256
| +7% | +$97.1K | 0.1% | 96 |
|
|
2021
Q1 | $1.12M | Buy |
3,423
+293
| +9% | +$95.8K | 0.09% | 103 |
|
|
2020
Q4 | $825K | Buy |
3,130
+1,881
| +151% | +$496K | 0.08% | 109 |
|
|
2020
Q3 | $251K | Buy |
+1,249
| New | +$251K | 0.03% | 233 |
|