Schwarz Dygos Wheeler Investment Advisors’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 | $914K | Buy |
1,291
+2
| +0.2% | +$1.42K | 0.21% | 76 |
|
|
2025
Q1 | $704K | Buy |
1,289
+6
| +0.5% | +$3.28K | 0.17% | 87 |
|
|
2024
Q4 | $735K | Buy |
1,283
+326
| +34% | +$187K | 0.18% | 83 |
|
|
2024
Q3 | $474K | Hold |
957
| – | – | 0.12% | 105 |
|
|
2024
Q2 | $433K | Hold |
957
| – | – | 0.12% | 98 |
|
|
2024
Q1 | $400K | Sell |
957
-40
| -4% | -$16.7K | 0.11% | 107 |
|
|
2023
Q4 | $385K | Buy |
997
+25
| +3% | +$9.64K | 0.12% | 107 |
|
|
2023
Q3 | $315K | Hold |
972
| – | – | 0.11% | 109 |
|
|
2023
Q2 | $314K | Hold |
972
| – | – | 0.1% | 104 |
|
|
2023
Q1 | $318K | Sell |
972
-10
| -1% | -$3.27K | 0.12% | 102 |
|
|
2022
Q4 | $337K | Hold |
982
| – | – | 0.13% | 97 |
|
|
2022
Q3 | $288K | Sell |
982
-54
| -5% | -$15.8K | 0.13% | 93 |
|
|
2022
Q2 | $308K | Buy |
1,036
+17
| +2% | +$5.05K | 0.12% | 95 |
|
|
2022
Q1 | $336K | Buy |
1,019
+40
| +4% | +$13.2K | 0.11% | 101 |
|
|
2021
Q4 | $375K | Buy |
979
+66
| +7% | +$25.3K | 0.13% | 94 |
|
|
2021
Q3 | $345K | Sell |
913
-26
| -3% | -$9.83K | 0.13% | 96 |
|
|
2021
Q2 | $356K | Sell |
939
-344
| -27% | -$130K | 0.13% | 92 |
|
|
2021
Q1 | $420K | Buy |
1,283
+84
| +7% | +$27.5K | 0.17% | 81 |
|
|
2020
Q4 | $316K | Buy |
1,199
+125
| +12% | +$32.9K | 0.15% | 82 |
|
|
2020
Q3 | $216K | Hold |
1,074
| – | – | 0.12% | 86 |
|
|
2020
Q2 | $224K | Buy |
+1,074
| New | +$224K | 0.15% | 79 |
|