SlateStone Wealth’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 | $6.21M | Buy |
8,772
+323
| +4% | +$229K | 0.58% | 55 |
|
|
2025
Q1 | $4.62M | Buy |
8,449
+318
| +4% | +$174K | 0.46% | 66 |
|
|
2024
Q4 | $4.66M | Buy |
8,131
+454
| +6% | +$260K | 0.46% | 61 |
|
|
2024
Q3 | $3.8M | Buy |
7,677
+465
| +6% | +$230K | 0.34% | 76 |
|
|
2024
Q2 | $3.26M | Buy |
7,212
+357
| +5% | +$161K | 0.35% | 69 |
|
|
2024
Q1 | $2.86M | Buy |
6,855
+266
| +4% | +$111K | 0.29% | 81 |
|
|
2023
Q4 | $2.54M | Buy |
6,589
+275
| +4% | +$106K | 0.33% | 76 |
|
|
2023
Q3 | $2.04M | Buy |
6,314
+508
| +9% | +$164K | 0.3% | 78 |
|
|
2023
Q2 | $1.87M | Buy |
5,806
+318
| +6% | +$103K | 0.35% | 61 |
|
|
2023
Q1 | $1.8M | Buy |
5,488
+746
| +16% | +$244K | 0.37% | 59 |
|
|
2022
Q4 | $1.63M | Buy |
4,742
+733
| +18% | +$252K | 0.39% | 58 |
|
|
2022
Q3 | $1.18M | Buy |
4,009
+625
| +18% | +$183K | 0.31% | 70 |
|
|
2022
Q2 | $1.01M | Buy |
3,384
+1,074
| +46% | +$319K | 0.26% | 74 |
|
|
2022
Q1 | $763K | Buy |
+2,310
| New | +$763K | 0.17% | 92 |
|
|
2021
Q1 | – | Sell |
-3,223
| Closed | -$850K | – | 171 |
|
|
2020
Q4 | $850K | Buy |
3,223
+601
| +23% | +$159K | 0.21% | 92 |
|
|
2020
Q3 | $527K | Buy |
+2,622
| New | +$527K | 0.11% | 128 |
|