RSWM
Robertson Stephens Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Sell |
1,022
-5
| -0.5% | -$3.54K | 0.02% | 307 |
|
|
2025
Q1 | $561K | Buy |
1,027
+13
| +1% | +$7.1K | 0.02% | 346 |
|
|
2024
Q4 | $581K | Buy |
1,014
+36
| +4% | +$20.6K | 0.02% | 334 |
|
|
2024
Q3 | $484K | Sell |
978
-357
| -27% | -$177K | 0.02% | 418 |
|
|
2024
Q2 | $604K | Sell |
1,335
-1,147
| -46% | -$519K | 0.03% | 301 |
|
|
2024
Q1 | $1.04M | Buy |
2,482
+2
| +0.1% | +$835 | 0.06% | 227 |
|
|
2023
Q4 | $957K | Sell |
2,480
-302
| -11% | -$117K | 0.06% | 228 |
|
|
2023
Q3 | $900K | Buy |
2,782
+1,218
| +78% | +$394K | 0.06% | 220 |
|
|
2023
Q2 | $505K | Sell |
1,564
-2,080
| -57% | -$671K | 0.04% | 276 |
|
|
2023
Q1 | $1.19M | Sell |
3,644
-57
| -2% | -$18.6K | 0.09% | 181 |
|
|
2022
Q4 | $1.27M | Sell |
3,701
-334
| -8% | -$115K | 0.12% | 154 |
|
|
2022
Q3 | $1.18M | Sell |
4,035
-1,553
| -28% | -$455K | 0.12% | 133 |
|
|
2022
Q2 | $1.66M | Sell |
5,588
-382
| -6% | -$113K | 0.16% | 114 |
|
|
2022
Q1 | $1.97M | Buy |
5,970
+309
| +5% | +$102K | 0.17% | 111 |
|
|
2021
Q4 | $2.17M | Buy |
5,661
+4,194
| +286% | +$1.6M | 0.18% | 104 |
|
|
2021
Q3 | $554K | Sell |
1,467
-231
| -14% | -$87.2K | 0.06% | 193 |
|
|
2021
Q2 | $644K | Buy |
1,698
+589
| +53% | +$223K | 0.08% | 178 |
|
|
2021
Q1 | $362K | Buy |
+1,109
| New | +$362K | 0.06% | 210 |
|