Rothschild Capital Partners’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $248K | Buy |
+350
| New | +$248K | 0.07% | 79 |
|
2025
Q1 | – | Sell |
-780
| Closed | -$447K | – | 95 |
|
2024
Q4 | $447K | Buy |
+780
| New | +$447K | 0.11% | 52 |
|
2018
Q4 | – | Sell |
-7,761
| Closed | -$1.74M | – | 35 |
|
2018
Q3 | $1.74M | Hold |
7,761
| – | – | 0.77% | 29 |
|
2018
Q2 | $1.71M | Hold |
7,761
| – | – | 0.72% | 31 |
|
2018
Q1 | $1.96M | Sell |
7,761
-45
| -0.6% | -$11.3K | 0.77% | 32 |
|
2017
Q4 | $1.99M | Sell |
7,806
-10
| -0.1% | -$2.55K | 0.78% | 36 |
|
2017
Q3 | $1.85M | Sell |
7,816
-184
| -2% | -$43.6K | 0.8% | 34 |
|
2017
Q2 | $1.78M | Hold |
8,000
| – | – | 0.67% | 34 |
|
2017
Q1 | $1.84M | Hold |
8,000
| – | – | 0.72% | 32 |
|
2016
Q4 | $1.92M | Buy |
+8,000
| New | +$1.92M | 0.82% | 31 |
|