Strategic Wealth Investment Group’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 | $1.09M | Buy |
1,545
+23
| +2% | +$16.3K | 1.58% | 23 |
|
|
2025
Q1 | $831K | Sell |
1,522
-19,614
| -93% | -$10.7M | 1.45% | 29 |
|
|
2024
Q4 | $12.1M | Buy |
21,136
+477
| +2% | +$273K | 1.34% | 23 |
|
|
2024
Q3 | $10.1M | Buy |
20,659
+3,221
| +18% | +$1.58M | 1.09% | 37 |
|
|
2024
Q2 | $8.09M | Buy |
+17,438
| New | +$8.09M | 1.02% | 30 |
|
|
2023
Q4 | $5.59M | Buy |
14,478
+2,236
| +18% | +$863K | 0.84% | 42 |
|
|
2023
Q3 | $3.96M | Buy |
12,242
+1,650
| +16% | +$534K | 0.72% | 45 |
|
|
2023
Q2 | $3.42M | Buy |
10,592
+1,858
| +21% | +$599K | 0.54% | 51 |
|
|
2023
Q1 | $2.86M | Buy |
8,734
+1,431
| +20% | +$468K | 0.53% | 50 |
|
|
2022
Q4 | $2.55M | Buy |
7,303
+664
| +10% | +$232K | 0.59% | 48 |
|
|
2022
Q3 | $1.95M | Buy |
6,639
+308
| +5% | +$90.3K | 0.56% | 44 |
|
|
2022
Q2 | $1.88M | Sell |
6,331
-117
| -2% | -$34.7K | 0.47% | 54 |
|
|
2022
Q1 | $2.13M | Buy |
6,448
+1,042
| +19% | +$344K | 0.51% | 44 |
|
|
2021
Q4 | $2.07M | Buy |
5,406
+619
| +13% | +$237K | 0.54% | 43 |
|
|
2021
Q3 | $1.84M | Buy |
4,787
+768
| +19% | +$295K | 0.55% | 40 |
|
|
2021
Q2 | $1.53M | Buy |
4,019
+947
| +31% | +$359K | 0.54% | 39 |
|
|
2021
Q1 | $1.01M | Buy |
3,072
+453
| +17% | +$148K | 0.48% | 42 |
|
|
2020
Q4 | $691K | Buy |
2,619
+336
| +15% | +$88.7K | 0.4% | 50 |
|
|
2020
Q3 | $459K | Buy |
2,283
+265
| +13% | +$53.3K | 0.35% | 58 |
|
|
2020
Q2 | $399K | Buy |
+2,018
| New | +$399K | 0.39% | 57 |
|
|
2020
Q1 | – | Sell |
-3,156
| Closed | -$726K | – | 51 |
|
|
2019
Q4 | $726K | Buy |
+3,156
| New | +$726K | 0.75% | 30 |
|