Shepherd Financial Partners’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 | $4.09M | Buy |
5,774
+74
| +1% | +$52.4K | 0.43% | 47 |
|
|
2025
Q1 | $3.11M | Buy |
5,700
+288
| +5% | +$157K | 0.37% | 55 |
|
|
2024
Q4 | $3.1M | Buy |
5,412
+21
| +0.4% | +$12K | 0.37% | 45 |
|
|
2024
Q3 | $2.67M | Buy |
5,391
+236
| +5% | +$117K | 0.32% | 55 |
|
|
2024
Q2 | $2.33M | Sell |
5,155
-12
| -0.2% | -$5.43K | 0.3% | 54 |
|
|
2024
Q1 | $2.16M | Buy |
5,167
+358
| +7% | +$150K | 0.28% | 58 |
|
|
2023
Q4 | $1.86M | Sell |
4,809
-450
| -9% | -$174K | 0.26% | 61 |
|
|
2023
Q3 | $1.7M | Buy |
5,259
+212
| +4% | +$68.6K | 0.27% | 64 |
|
|
2023
Q2 | $1.63M | Buy |
5,047
+126
| +3% | +$40.6K | 0.25% | 66 |
|
|
2023
Q1 | $1.61M | Buy |
4,921
+99
| +2% | +$32.4K | 0.27% | 63 |
|
|
2022
Q4 | $1.66M | Buy |
4,822
+43
| +0.9% | +$14.8K | 0.3% | 59 |
|
|
2022
Q3 | $1.4M | Buy |
4,779
+300
| +7% | +$87.9K | 0.27% | 63 |
|
|
2022
Q2 | $1.33M | Buy |
4,479
+176
| +4% | +$52.3K | 0.26% | 68 |
|
|
2022
Q1 | $1.42M | Buy |
4,303
+228
| +6% | +$75.3K | 0.25% | 68 |
|
|
2021
Q4 | $1.56M | Sell |
4,075
-17
| -0.4% | -$6.51K | 0.27% | 70 |
|
|
2021
Q3 | $1.55M | Buy |
4,092
+106
| +3% | +$40.1K | 0.3% | 64 |
|
|
2021
Q2 | $1.51M | Buy |
3,986
+2
| +0.1% | +$759 | 0.29% | 68 |
|
|
2021
Q1 | $1.3M | Buy |
3,984
+5
| +0.1% | +$1.64K | 0.29% | 70 |
|
|
2020
Q4 | $1.05M | Sell |
3,979
-5,496
| -58% | -$1.45M | 0.24% | 78 |
|
|
2020
Q3 | $1.9M | Buy |
9,475
+355
| +4% | +$71.3K | 0.45% | 41 |
|
|
2020
Q2 | $1.8M | Buy |
9,120
+475
| +5% | +$93.9K | 0.49% | 34 |
|
|
2020
Q1 | $1.34M | Buy |
8,645
+4,931
| +133% | +$764K | 0.46% | 38 |
|
|
2019
Q4 | $854K | Sell |
3,714
-3
| -0.1% | -$690 | 0.2% | 71 |
|
|
2019
Q3 | $770K | Sell |
3,717
-238
| -6% | -$49.3K | 0.19% | 72 |
|
|
2019
Q2 | $809K | Buy |
3,955
+21
| +0.5% | +$4.3K | 0.15% | 72 |
|
|
2019
Q1 | $755K | Sell |
3,934
-99
| -2% | -$19K | 0.15% | 74 |
|
|
2018
Q4 | $675K | Buy |
+4,033
| New | +$675K | 0.15% | 74 |
|