Smith Salley 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 | $1.7M | Sell |
2,404
-7
| -0.3% | -$4.96K | 0.1% | 124 |
|
|
2025
Q1 | $1.32M | Buy |
2,411
+2,048
| +564% | +$1.12M | 0.09% | 126 |
|
|
2024
Q4 | $208K | Buy |
+363
| New | +$208K | 0.01% | 239 |
|
|
2017
Q4 | – | Sell |
-870
| Closed | -$206K | – | 183 |
|
|
2017
Q3 | $206K | Buy |
+870
| New | +$206K | 0.04% | 165 |
|
|
2017
Q1 | – | Sell |
-955
| Closed | -$229K | – | 180 |
|
|
2016
Q4 | $229K | Buy |
+955
| New | +$229K | 0.05% | 142 |
|
|
2013
Q3 | – | Sell |
-2,492
| Closed | -$377K | – | 92 |
|
|
2013
Q2 | $377K | Buy |
+2,492
| New | +$377K | 0.3% | 60 |
|