SWM
Segment Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Sell |
20,003
-486
| -2% | -$344K | 0.9% | 42 |
|
|
2025
Q1 | $11.2M | Buy |
20,489
+29
| +0.1% | +$15.8K | 0.76% | 51 |
|
|
2024
Q4 | $11.7M | Sell |
20,460
-2
| -0% | -$1.15K | 0.8% | 50 |
|
|
2024
Q3 | $10.1M | Buy |
20,462
+38
| +0.2% | +$18.8K | 0.7% | 55 |
|
|
2024
Q2 | $9.24M | Buy |
20,424
+15
| +0.1% | +$6.79K | 0.68% | 55 |
|
|
2024
Q1 | $8.52M | Buy |
20,409
+734
| +4% | +$307K | 0.65% | 55 |
|
|
2023
Q4 | $7.59M | Buy |
19,675
+379
| +2% | +$146K | 0.67% | 55 |
|
|
2023
Q3 | $6.24M | Buy |
19,296
+657
| +4% | +$213K | 0.63% | 59 |
|
|
2023
Q2 | $6.01M | Sell |
18,639
-139
| -0.7% | -$44.8K | 0.62% | 60 |
|
|
2023
Q1 | $6.14M | Buy |
18,778
+189
| +1% | +$61.8K | 0.69% | 55 |
|
|
2022
Q4 | $6.38M | Sell |
18,589
-36
| -0.2% | -$12.4K | 0.74% | 52 |
|
|
2022
Q3 | $5.46M | Buy |
18,625
+824
| +5% | +$241K | 0.68% | 60 |
|
|
2022
Q2 | $5.29M | Buy |
17,801
+1,028
| +6% | +$305K | 0.67% | 57 |
|
|
2022
Q1 | $5.54M | Buy |
16,773
+1,172
| +8% | +$387K | 0.57% | 64 |
|
|
2021
Q4 | $5.97M | Buy |
15,601
+54
| +0.3% | +$20.7K | 0.63% | 60 |
|
|
2021
Q3 | $5.88M | Sell |
15,547
-90
| -0.6% | -$34K | 0.7% | 57 |
|
|
2021
Q2 | $5.94M | Buy |
15,637
+288
| +2% | +$109K | 0.7% | 57 |
|
|
2021
Q1 | $5.02M | Buy |
15,349
+278
| +2% | +$90.9K | 0.67% | 60 |
|
|
2020
Q4 | $3.97M | Sell |
15,071
-722
| -5% | -$190K | 0.57% | 63 |
|
|
2020
Q3 | $3.17M | Sell |
15,793
-9,076
| -36% | -$1.82M | 0.52% | 65 |
|
|
2020
Q2 | $4.92M | Buy |
24,869
+425
| +2% | +$84K | 0.91% | 41 |
|
|
2020
Q1 | $3.78M | Buy |
24,444
+3,378
| +16% | +$522K | 0.84% | 45 |
|
|
2019
Q4 | $4.84M | Buy |
21,066
+1,577
| +8% | +$363K | 0.82% | 44 |
|
|
2019
Q3 | $4.04M | Buy |
19,489
+690
| +4% | +$143K | 0.79% | 49 |
|
|
2019
Q2 | $3.85M | Buy |
18,799
+138
| +0.7% | +$28.2K | 0.78% | 51 |
|
|
2019
Q1 | $3.58M | Buy |
18,661
+1,326
| +8% | +$255K | 0.76% | 54 |
|
|
2018
Q4 | $2.9M | Sell |
17,335
-2,480
| -13% | -$414K | 0.73% | 52 |
|
|
2018
Q3 | $4.44M | Buy |
19,815
+602
| +3% | +$135K | 0.97% | 34 |
|
|
2018
Q2 | $4.24M | Buy |
19,213
+185
| +1% | +$40.8K | 1% | 35 |
|
|
2018
Q1 | $4.79M | Sell |
19,028
-251
| -1% | -$63.2K | 1.19% | 20 |
|
|
2017
Q4 | $4.91M | Buy |
19,279
+210
| +1% | +$53.5K | 1.19% | 21 |
|
|
2017
Q3 | $4.52M | Buy |
19,069
+280
| +1% | +$66.4K | 1.2% | 19 |
|
|
2017
Q2 | $4.17M | Buy |
18,789
+761
| +4% | +$169K | 1.15% | 21 |
|
|
2017
Q1 | $4.14M | Buy |
18,028
+1,689
| +10% | +$388K | 1.35% | 15 |
|
|
2016
Q4 | $3.91M | Buy |
16,339
+357
| +2% | +$85.5K | 1.44% | 14 |
|
|
2016
Q3 | $2.58M | Sell |
15,982
-749
| -4% | -$121K | 1.01% | 29 |
|
|
2016
Q2 | $2.49M | Sell |
16,731
-1,681
| -9% | -$250K | 1.03% | 37 |
|
|
2016
Q1 | $2.89M | Sell |
18,412
-402
| -2% | -$63.1K | 1.08% | 34 |
|
|
2015
Q4 | $3.39M | Sell |
18,814
-253
| -1% | -$45.6K | 1.29% | 23 |
|
|
2015
Q3 | $3.31M | Buy |
19,067
+1,125
| +6% | +$195K | 1.27% | 24 |
|
|
2015
Q2 | $3.75M | Sell |
17,942
-56
| -0.3% | -$11.7K | 1.3% | 19 |
|
|
2015
Q1 | $3.38M | Buy |
17,998
+1,624
| +10% | +$305K | 1.13% | 26 |
|
|
2014
Q4 | $3.17M | Buy |
16,374
+254
| +2% | +$49.2K | 1.22% | 19 |
|
|
2014
Q3 | $2.96M | Sell |
16,120
-187
| -1% | -$34.3K | 1.13% | 21 |
|
|
2014
Q2 | $2.73M | Buy |
16,307
+648
| +4% | +$108K | 1.06% | 23 |
|
|
2014
Q1 | $2.57M | Buy |
15,659
+1,216
| +8% | +$199K | 1.19% | 23 |
|
|
2013
Q4 | $2.56M | Sell |
14,443
-86
| -0.6% | -$15.2K | 1.26% | 19 |
|
|
2013
Q3 | $2.3M | Buy |
14,529
+395
| +3% | +$62.5K | 1.25% | 18 |
|
|
2013
Q2 | $2.14M | Buy |
+14,134
| New | +$2.14M | 1.28% | 15 |
|