Riverpoint Wealth Management Holdings’s Goldman Sachs GS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$973K	Buy	1,150 +5	+0.4%	+$4.46K	0.21%	31
2025 Q4	$1.01M	Sell	1,145 -55	-5%	-$44.9K	0.22%	30
2025 Q3	$956K	Buy	1,200 +5	+0.4%	+$3.71K	0.21%	31
2025 Q2	$846K	Buy	1,195 +5	+0.4%	+$2.9K	0.2%	30
2025 Q1	$650K	Buy	1,190 +5	+0.4%	+$3.01K	0.17%	34
2024 Q4	$678K	Sell	1,185 -60	-5%	-$33.5K	0.18%	32
2024 Q3	$616K	Buy	1,245 +7	+0.6%	+$3.42K	0.16%	36
2024 Q2	$560K	Buy	1,238 +6	+0.5%	+$2.63K	0.16%	37
2024 Q1	$514K	Buy	1,232 +8	+0.7%	+$3.1K	0.14%	37
2023 Q4	$472K	Hold	1,224	–	–	0.14%	36
2023 Q3	$396K	Hold	1,224	–	–	0.13%	35
2023 Q2	$395K	Hold	1,224	–	–	0.13%	37
2023 Q1	$401K	Hold	1,224	–	–	0.14%	35
2022 Q4	$420K	Sell	1,224 -150	-11%	-$52.2K	0.16%	34
2022 Q3	$403K	Hold	1,374	–	–	0.17%	33
2022 Q2	$408K	Hold	1,374	–	–	0.16%	33
2022 Q1	$454K	Hold	1,374	–	–	0.16%	34
2021 Q4	$526K	Sell	1,374 -537	-28%	-$213K	0.18%	32
2021 Q3	$722K	Sell	1,911 -146	-7%	-$57K	0.25%	28
2021 Q2	$781K	Buy	2,057 +211	+11%	+$75.5K	0.22%	44
2021 Q1	$604K	Sell	1,846 -4	-0.2%	-$1.25K	0.18%	48
2020 Q4	$488K	Buy	1,850 +2	+0.1%	+$445	0.15%	55
2020 Q3	$371K	Buy	1,848 +343	+23%	+$69.8K	0.13%	60
2020 Q2	$297K	Hold	1,505	–	–	0.12%	61
2020 Q1	$233K	Hold	1,505	–	–	0.11%	61
2019 Q4	$346K	Hold	1,505	–	–	0.14%	58
2019 Q3	$312K	Sell	1,505 -5	-0.3%	-$1.05K	0.14%	55
2019 Q2	$309K	Hold	1,510	–	–	0.14%	54
2019 Q1	$290K	Sell	1,510 -111	-7%	-$21.4K	0.14%	53
2018 Q4	$272K	Buy	1,621 +49	+3%	+$9.88K	0.15%	53
2018 Q3	$353K	Buy	1,572 +7	+0.4%	+$1.63K	0.18%	44
2018 Q2	$345K	Buy	1,565 +22	+1%	+$5.25K	0.19%	40
2018 Q1	$389K	Buy	+1,543	New	+$402K	0.24%	30