Schrum Private Wealth Management’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 | $512K | Hold |
724
| – | – | 0.41% | 63 |
|
|
2025
Q1 | $396K | Hold |
724
| – | – | 0.35% | 75 |
|
|
2024
Q4 | $415K | Sell |
724
-524
| -42% | -$300K | 0.35% | 71 |
|
|
2024
Q3 | $618K | Buy |
1,248
+524
| +72% | +$259K | 0.32% | 72 |
|
|
2024
Q2 | $327K | Hold |
724
| – | – | 0.3% | 82 |
|
|
2024
Q1 | $302K | Buy |
724
+100
| +16% | +$41.8K | 0.27% | 88 |
|
|
2023
Q4 | $241K | Sell |
624
-100
| -14% | -$38.6K | 0.34% | 79 |
|
|
2023
Q3 | $234K | Hold |
724
| – | – | 0.27% | 99 |
|
|
2023
Q2 | $234K | Hold |
724
| – | – | 0.25% | 97 |
|
|
2023
Q1 | $237K | Hold |
724
| – | – | 0.27% | 95 |
|
|
2022
Q4 | $249K | Buy |
724
+24
| +3% | +$8.24K | 0.29% | 91 |
|
|
2022
Q3 | $205K | Hold |
700
| – | – | 0.26% | 103 |
|
|
2022
Q2 | $208K | Hold |
700
| – | – | 0.24% | 108 |
|
|
2022
Q1 | $221K | Hold |
700
| – | – | 0.22% | 108 |
|
|
2021
Q4 | $268K | Buy |
+700
| New | +$268K | 0.24% | 102 |
|