Sugarloaf Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $147K | Hold |
|
|||||
|
2024
Q3 | $127K | Hold |
|
|||||
|
2024
Q2 | $116K | Sell |
|
|||||
|
2024
Q1 | $108K | Sell |
|
|||||
|
2023
Q4 | $129K | Buy |
|
|||||
|
2023
Q3 | $83.6K | Sell |
|
|||||
|
2023
Q2 | $168K | Sell |
|
|||||
|
2023
Q1 | $401K | Sell |
|
|||||
|
2022
Q4 | $487K | Sell |
|
|||||
|
2022
Q3 | $505K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $479K | Buy |
|
|||||
|
2021
Q4 | $537K | Buy |
|
|||||
|
2021
Q3 | $345K | Sell |
|
|||||
|
2021
Q2 | $413K | Buy |
|
|||||
|
2021
Q1 | $363 | Sell |
|
|||||
|
2020
Q4 | $370K | Sell |
|
|||||
|
2020
Q3 | $290K | Buy |
|
|||||
|
2020
Q2 | $215K | Sell |
|
|||||
|
2020
Q1 | $200K | Sell |
|
|||||
|
2019
Q4 | $718K | Buy |
|