Spire 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
$3.65M Sell
5,152
-3,106
-38% -$2.2M 0.13% 137
2025
Q1
$4.51M Buy
8,258
+3,171
+62% +$1.73M 0.14% 137
2024
Q4
$2.91M Buy
5,087
+179
+4% +$103K 0.09% 190
2024
Q3
$2.43M Sell
4,908
-414
-8% -$205K 0.08% 200
2024
Q2
$2.41M Sell
5,322
-249
-4% -$113K 0.08% 207
2024
Q1
$2.33M Buy
5,571
+247
+5% +$103K 0.04% 227
2023
Q4
$2.03M Sell
5,324
-65
-1% -$24.8K 0.07% 239
2023
Q3
$1.74M Buy
5,389
+1,246
+30% +$403K 0.07% 240
2023
Q2
$1.34M Sell
4,143
-755
-15% -$244K 0.05% 290
2023
Q1
$1.6M Buy
4,898
+543
+12% +$178K 0.06% 257
2022
Q4
$1.5M Buy
4,355
+85
+2% +$29.2K 0.08% 191
2022
Q3
$1.25M Sell
4,270
-1,404
-25% -$411K 0.08% 179
2022
Q2
$1.69M Sell
5,674
-720
-11% -$214K 0.07% 227
2022
Q1
$2.1M Sell
6,394
-5,676
-47% -$1.87M 0.06% 265
2021
Q4
$4.64M Buy
12,070
+3,369
+39% +$1.29M 0.1% 180
2021
Q3
$3.29M Buy
8,701
+1,065
+14% +$403K 0.09% 213
2021
Q2
$2.9M Sell
7,636
-3,491
-31% -$1.32M 0.08% 230
2021
Q1
$3.62M Buy
+11,127
New +$3.62M 0.1% 191