SW
SVB Wealth’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.43M | Sell |
7,670
-5,656
| -42% | -$4M | 0.29% | 68 |
|
|
2025
Q1 | $7.28M | Sell |
13,326
-4,683
| -26% | -$2.56M | 0.3% | 44 |
|
|
2024
Q4 | $10.3M | Buy |
+18,009
| New | +$10.3M | 0.19% | 81 |
|
|
2024
Q3 | – | Sell |
-8,119
| Closed | -$3.67M | – | 253 |
|
|
2024
Q2 | $3.67M | Sell |
8,119
-908
| -10% | -$411K | 0.09% | 175 |
|
|
2024
Q1 | $3.77M | Buy |
9,027
+6
| +0.1% | +$2.51K | 0.08% | 188 |
|
|
2023
Q4 | $3.48M | Buy |
9,021
+623
| +7% | +$240K | 0.08% | 188 |
|
|
2023
Q3 | $2.72M | Sell |
8,398
-118
| -1% | -$38.2K | 0.06% | 193 |
|
|
2023
Q2 | $2.75M | Sell |
8,516
-1,270
| -13% | -$410K | 0.05% | 204 |
|
|
2023
Q1 | $3.2M | Sell |
9,786
-414
| -4% | -$135K | 0.04% | 208 |
|
|
2022
Q4 | $3.5M | Sell |
10,200
-412
| -4% | -$141K | 0.05% | 203 |
|
|
2022
Q3 | $3.11M | Buy |
10,612
+2,754
| +35% | +$807K | 0.05% | 205 |
|
|
2022
Q2 | $2.33M | Buy |
7,858
+746
| +10% | +$222K | 0.04% | 203 |
|
|
2022
Q1 | $2.35M | Buy |
7,112
+1,024
| +17% | +$338K | 0.03% | 208 |
|
|
2021
Q4 | $2.33M | Sell |
6,088
-579
| -9% | -$222K | 0.04% | 205 |
|
|
2021
Q3 | $2.52M | Sell |
6,667
-261
| -4% | -$98.7K | 0.03% | 227 |
|
|
2021
Q2 | $2.63M | Sell |
6,928
-55
| -0.8% | -$20.9K | 0.03% | 224 |
|
|
2021
Q1 | $2.28M | Buy |
6,983
+13
| +0.2% | +$4.25K | 0.03% | 227 |
|
|
2020
Q4 | $1.84M | Sell |
6,970
-1,624
| -19% | -$428K | 0.03% | 249 |
|
|
2020
Q3 | $1.73M | Buy |
8,594
+2,353
| +38% | +$473K | 0.03% | 229 |
|
|
2020
Q2 | $1.23M | Buy |
6,241
+36
| +0.6% | +$7.11K | 0.02% | 248 |
|
|
2020
Q1 | $959K | Sell |
6,205
-700
| -10% | -$108K | 0.02% | 236 |
|
|
2019
Q4 | $1.59M | Buy |
6,905
+2,086
| +43% | +$480K | 0.03% | 243 |
|
|
2019
Q3 | $999K | Sell |
4,819
-68
| -1% | -$14.1K | 0.02% | 273 |
|
|
2019
Q2 | $1M | Sell |
4,887
-252
| -5% | -$51.6K | 0.03% | 282 |
|
|
2019
Q1 | $987K | Sell |
5,139
-26
| -0.5% | -$4.99K | 0.04% | 222 |
|
|
2018
Q4 | $863K | Sell |
5,165
-54
| -1% | -$9.02K | 0.04% | 230 |
|
|
2018
Q3 | $1.17M | Sell |
5,219
-76
| -1% | -$17K | 0.04% | 231 |
|
|
2018
Q2 | $1.17M | Buy |
5,295
+96
| +2% | +$21.2K | 0.04% | 231 |
|
|
2018
Q1 | $1.31M | Buy |
5,199
+51
| +1% | +$12.8K | 0.05% | 222 |
|
|
2017
Q4 | $1.31M | Sell |
5,148
-1,033
| -17% | -$263K | 0.05% | 223 |
|
|
2017
Q3 | $1.47M | Sell |
6,181
-3
| -0% | -$712 | 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% | +$63.2K | 0.06% | 216 |
|
|
2016
Q4 | $1.44M | Buy |
6,003
+1
| +0% | +$239 | 0.06% | 212 |
|
|
2016
Q3 | $968K | Buy |
6,002
+454
| +8% | +$73.2K | 0.04% | 253 |
|
|
2016
Q2 | $824K | Buy |
5,548
+102
| +2% | +$15.1K | 0.03% | 278 |
|
|
2016
Q1 | $855K | Sell |
5,446
-190
| -3% | -$29.8K | 0.03% | 276 |
|
|
2015
Q4 | $1.02M | Sell |
5,636
-2,717
| -33% | -$490K | 0.04% | 269 |
|
|
2015
Q3 | $1.45M | Buy |
8,353
+504
| +6% | +$87.6K | 0.06% | 244 |
|
|
2015
Q2 | $1.64M | Sell |
7,849
-279
| -3% | -$58.3K | 0.05% | 260 |
|
|
2015
Q1 | $1.53M | Buy |
8,128
+105
| +1% | +$19.7K | 0.05% | 272 |
|
|
2014
Q4 | $1.56M | Buy |
+8,023
| New | +$1.56M | 0.05% | 262 |
|