The Family Firm’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 | – | Sell |
-530
| Closed | -$289K | – | 128 |
|
|
2025
Q1 | $289K | Sell |
530
-25
| -5% | -$13.7K | 0.06% | 171 |
|
|
2024
Q4 | $318K | Buy |
555
+2
| +0.4% | +$1.15K | 0.07% | 159 |
|
|
2024
Q3 | $274K | Buy |
553
+3
| +0.5% | +$1.49K | 0.06% | 175 |
|
|
2024
Q2 | $249K | Buy |
550
+3
| +0.5% | +$1.36K | 0.06% | 176 |
|
|
2024
Q1 | $228K | Buy |
547
+4
| +0.7% | +$1.67K | 0.06% | 180 |
|
|
2023
Q4 | $210K | Buy |
+543
| New | +$210K | 0.05% | 182 |
|
|
2021
Q4 | – | Sell |
-492
| Closed | -$201K | – | 181 |
|
|
2021
Q3 | $201K | Buy |
+492
| New | +$201K | 0.05% | 177 |
|