Tolleson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.15M | Buy |
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|
2025
Q2 | $1.9M | Hold |
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|
2025
Q1 | $1.47M | Hold |
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|
2024
Q4 | $1.54M | Hold |
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|
2024
Q3 | $1.33M | Hold |
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|
2024
Q2 | $1.21M | Hold |
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|
2024
Q1 | $1.12M | Hold |
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|
2023
Q4 | $1.03M | Hold |
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|
2023
Q3 | $868K | Hold |
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|
2023
Q2 | $865K | Hold |
|
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|
2023
Q1 | $878K | Hold |
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|
2022
Q4 | $921K | Hold |
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|
2022
Q3 | $786K | Hold |
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|
2022
Q2 | $797K | Hold |
|
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|
2022
Q1 | $886K | Hold |
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|
2021
Q4 | $1.03M | Hold |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1.13M | Hold |
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|
2021
Q1 | $975K | Hold |
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|
2020
Q4 | $786K | Hold |
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|
2020
Q3 | $599K | Hold |
|
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|
2020
Q2 | $589K | Hold |
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|
2020
Q1 | $461K | Hold |
|
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|
2019
Q4 | $685K | Hold |
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|
2019
Q3 | $618K | Hold |
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|
2019
Q2 | $610K | Hold |
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|
2019
Q1 | $572K | Hold |
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|
2018
Q4 | $498K | Buy |
|