SVB Wealth’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.88M | Sell |
4,588
-1,156
| -20% | -$1.03M | 0.26% | 86 |
|
|
2025
Q4 | $5.05M | Sell |
5,744
-289
| -5% | -$236K | 0.3% | 72 |
|
|
2025
Q3 | $4.8M | Sell |
6,033
-1,637
| -21% | -$1.21M | 0.26% | 79 |
|
|
2025
Q2 | $5.43M | Sell |
7,670
-5,656
| -42% | -$3.28M | 0.29% | 68 |
|
|
2025
Q1 | $7.28M | Sell |
13,326
-4,683
| -26% | -$2.82M | 0.3% | 44 |
|
|
2024
Q4 | $10.3M | Buy |
+18,009
| New | +$10M | 0.19% | 81 |
|
|
2024
Q3 | – | Sell |
-8,119
| Closed | -$3.67M | – | 253 |
|
|
2024
Q2 | $3.67M | Sell |
8,119
-908
| -10% | -$398K | 0.09% | 175 |
|
|
2024
Q1 | $3.77M | Buy |
9,027
+6
| +0.1% | +$2.33K | 0.08% | 188 |
|
|
2023
Q4 | $3.48M | Buy |
9,021
+623
| +7% | +$208K | 0.08% | 188 |
|
|
2023
Q3 | $2.72M | Sell |
8,398
-118
| -1% | -$39.4K | 0.06% | 193 |
|
|
2023
Q2 | $2.75M | Sell |
8,516
-1,270
| -13% | -$418K | 0.05% | 204 |
|
|
2023
Q1 | $3.2M | Sell |
9,786
-414
| -4% | -$144K | 0.04% | 208 |
|
|
2022
Q4 | $3.5M | Sell |
10,200
-412
| -4% | -$143K | 0.05% | 204 |
|
|
2022
Q3 | $3.11M | Buy |
10,612
+2,754
| +35% | +$892K | 0.05% | 205 |
|
|
2022
Q2 | $2.33M | Buy |
7,858
+746
| +10% | +$232K | 0.04% | 203 |
|
|
2022
Q1 | $2.35M | Buy |
7,112
+1,024
| +17% | +$362K | 0.03% | 208 |
|
|
2021
Q4 | $2.33M | Sell |
6,088
-579
| -9% | -$229K | 0.04% | 205 |
|
|
2021
Q3 | $2.52M | Sell |
6,667
-261
| -4% | -$102K | 0.03% | 227 |
|
|
2021
Q2 | $2.63M | Sell |
6,928
-55
| -0.8% | -$19.7K | 0.03% | 224 |
|
|
2021
Q1 | $2.28M | Buy |
6,983
+13
| +0.2% | +$4.05K | 0.03% | 227 |
|
|
2020
Q4 | $1.84M | Sell |
6,970
-1,624
| -19% | -$362K | 0.03% | 250 |
|
|
2020
Q3 | $1.73M | Buy |
8,594
+2,353
| +38% | +$479K | 0.03% | 229 |
|
|
2020
Q2 | $1.23M | Buy |
6,241
+36
| +0.6% | +$6.76K | 0.02% | 248 |
|
|
2020
Q1 | $959K | Sell |
6,205
-700
| -10% | -$149K | 0.02% | 236 |
|
|
2019
Q4 | $1.59M | Buy |
6,905
+2,086
| +43% | +$453K | 0.03% | 243 |
|
|
2019
Q3 | $999K | Sell |
4,819
-68
| -1% | -$14.2K | 0.02% | 273 |
|
|
2019
Q2 | $1M | Sell |
4,887
-252
| -5% | -$49.9K | 0.03% | 282 |
|
|
2019
Q1 | $987K | Sell |
5,139
-26
| -0.5% | -$5.02K | 0.04% | 222 |
|
|
2018
Q4 | $863K | Sell |
5,165
-54
| -1% | -$10.9K | 0.04% | 230 |
|
|
2018
Q3 | $1.17M | Sell |
5,219
-76
| -1% | -$17.7K | 0.04% | 231 |
|
|
2018
Q2 | $1.17M | Buy |
5,295
+96
| +2% | +$22.9K | 0.04% | 231 |
|
|
2018
Q1 | $1.31M | Buy |
5,199
+51
| +1% | +$13.3K | 0.05% | 222 |
|
|
2017
Q4 | $1.31M | Sell |
5,148
-1,033
| -17% | -$253K | 0.05% | 223 |
|
|
2017
Q3 | $1.47M | Sell |
6,181
-3
| -0% | -$677 | 0.06% | 216 |
|
|
2017
Q2 | $1.37M | Sell |
6,184
-94
| -1% | -$20.9K | 0.05% | 222 |
|
|
2017
Q1 | $1.44M | Buy |
6,278
+275
| +5% | +$66.4K | 0.06% | 216 |
|
|
2016
Q4 | $1.44M | Buy |
6,003
+1
| +0% | +$203 | 0.06% | 212 |
|
|
2016
Q3 | $968K | Buy |
6,002
+454
| +8% | +$73.8K | 0.04% | 253 |
|
|
2016
Q2 | $824K | Buy |
5,548
+102
| +2% | +$15.9K | 0.03% | 278 |
|
|
2016
Q1 | $855K | Sell |
5,446
-190
| -3% | -$29.4K | 0.03% | 276 |
|
|
2015
Q4 | $1.02M | Sell |
5,636
-2,717
| -33% | -$505K | 0.04% | 270 |
|
|
2015
Q3 | $1.45M | Buy |
8,353
+504
| +6% | +$98.8K | 0.06% | 246 |
|
|
2015
Q2 | $1.64M | Sell |
7,849
-279
| -3% | -$56.8K | 0.05% | 267 |
|
|
2015
Q1 | $1.53M | Buy |
8,128
+105
| +1% | +$19.5K | 0.05% | 273 |
|
|
2014
Q4 | $1.55M | Buy |
+8,023
| New | +$1.51M | 0.05% | 263 |
|
Other funds holding GS
VCM
VPM
