SAM
Secure Asset Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
1,791
+520
| +41% | +$368K | 0.23% | 108 |
|
|
2025
Q1 | $694K | Sell |
1,271
-159
| -11% | -$86.8K | 0.14% | 146 |
|
|
2024
Q4 | $819K | Buy |
1,430
+876
| +158% | +$502K | 0.12% | 146 |
|
|
2024
Q3 | $274K | Buy |
554
+4
| +0.7% | +$1.98K | 0.05% | 256 |
|
|
2024
Q2 | $249K | Sell |
550
-35
| -6% | -$15.8K | 0.05% | 246 |
|
|
2024
Q1 | $244K | Sell |
585
-46
| -7% | -$19.2K | 0.06% | 204 |
|
|
2023
Q4 | $244K | Sell |
631
-47
| -7% | -$18.1K | 0.07% | 199 |
|
|
2023
Q3 | $219K | Buy |
+678
| New | +$219K | 0.07% | 196 |
|
|
2023
Q2 | – | Sell |
-646
| Closed | -$211K | – | 194 |
|
|
2023
Q1 | $211K | Buy |
646
+2
| +0.3% | +$654 | 0.07% | 176 |
|
|
2022
Q4 | $221K | Sell |
644
-292
| -31% | -$100K | 0.08% | 181 |
|
|
2022
Q3 | $274K | Buy |
936
+31
| +3% | +$9.08K | 0.15% | 113 |
|
|
2022
Q2 | $269K | Buy |
905
+1
| +0.1% | +$297 | 0.15% | 124 |
|
|
2022
Q1 | $299K | Buy |
904
+1
| +0.1% | +$331 | 0.13% | 142 |
|
|
2021
Q4 | $346K | Hold |
903
| – | – | 0.14% | 125 |
|
|
2021
Q3 | $341K | Buy |
903
+1
| +0.1% | +$378 | 0.17% | 105 |
|
|
2021
Q2 | $342K | Buy |
+902
| New | +$342K | 0.17% | 119 |
|