Shelton 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 | $1.15M | Buy |
1,631
+137
| +9% | +$97K | 0.56% | 66 |
|
|
2025
Q1 | $816K | Sell |
1,494
-78
| -5% | -$42.6K | 0.44% | 75 |
|
|
2024
Q4 | $900K | Sell |
1,572
-14
| -0.9% | -$8.02K | 0.47% | 75 |
|
|
2024
Q3 | $785K | Buy |
1,586
+13
| +0.8% | +$6.44K | 0.43% | 75 |
|
|
2024
Q2 | $711K | Buy |
1,573
+286
| +22% | +$129K | 0.4% | 75 |
|
|
2024
Q1 | $538K | Buy |
+1,287
| New | +$538K | 0.34% | 75 |
|