Sheets Smith 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 | $255K | Buy |
+361
| New | +$255K | 0.03% | 362 |
|
|
2025
Q1 | – | Sell |
-421
| Closed | -$241K | – | 372 |
|
|
2024
Q4 | $241K | Hold |
421
| – | – | 0.03% | 343 |
|
|
2024
Q3 | $208K | Buy |
+421
| New | +$208K | 0.03% | 357 |
|
|
2017
Q2 | – | Sell |
-2,588
| Closed | -$595K | – | 300 |
|
|
2017
Q1 | $595K | Buy |
2,588
+621
| +32% | +$143K | 0.16% | 165 |
|
|
2016
Q4 | $471K | Buy |
+1,967
| New | +$471K | 0.13% | 191 |
|
|
2016
Q1 | – | Sell |
-2,250
| Closed | -$406K | – | 245 |
|
|
2015
Q4 | $406K | Hold |
2,250
| – | – | 0.12% | 162 |
|
|
2015
Q3 | $391K | Hold |
2,250
| – | – | 0.13% | 146 |
|
|
2015
Q2 | $470K | Buy |
+2,250
| New | +$470K | 0.13% | 169 |
|