Robertson Stephens Wealth Management’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 | $722K | Sell |
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|
2025
Q2 | $723K | Sell |
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|
2025
Q1 | $561K | Buy |
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|
2024
Q4 | $581K | Buy |
|
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|
2024
Q3 | $484K | Sell |
|
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|
2024
Q2 | $604K | Sell |
|
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|
2024
Q1 | $1.04M | Buy |
|
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|
2023
Q4 | $957K | Sell |
|
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|
2023
Q3 | $900K | Buy |
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|
2023
Q2 | $505K | Sell |
|
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|
2023
Q1 | $1.19M | Sell |
|
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|
2022
Q4 | $1.27M | Sell |
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|
2022
Q3 | $1.18M | Sell |
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|
2022
Q2 | $1.66M | Sell |
|
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|
2022
Q1 | $1.97M | Buy |
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|
2021
Q4 | $2.17M | Buy |
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|
2021
Q3 | $554K | Sell |
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|
2021
Q2 | $644K | Buy |
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|
2021
Q1 | $362K | Buy |
|