Tower Wealth Partners’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 | $619K | Sell |
874
-124
| -12% | -$87.8K | 0.37% | 31 |
|
|
2025
Q1 | $545K | Sell |
998
-14
| -1% | -$7.65K | 0.29% | 32 |
|
|
2024
Q4 | $579K | Sell |
1,012
-11
| -1% | -$6.3K | 0.3% | 28 |
|
|
2024
Q3 | $506K | Sell |
1,023
-26
| -2% | -$12.9K | 0.29% | 31 |
|
|
2024
Q2 | $474K | Sell |
1,049
-84
| -7% | -$38K | 0.29% | 31 |
|
|
2024
Q1 | $473K | Buy |
1,133
+35
| +3% | +$14.6K | 0.31% | 34 |
|
|
2023
Q4 | $424K | Buy |
1,098
+21
| +2% | +$8.1K | 0.3% | 35 |
|
|
2023
Q3 | $348K | Buy |
1,077
+27
| +3% | +$8.74K | 0.29% | 37 |
|
|
2023
Q2 | $339K | Buy |
1,050
+8
| +0.8% | +$2.58K | 0.27% | 38 |
|
|
2023
Q1 | $341K | Sell |
1,042
-78
| -7% | -$25.5K | 0.28% | 38 |
|
|
2022
Q4 | $385K | Buy |
1,120
+7
| +0.6% | +$2.4K | 0.34% | 33 |
|
|
2022
Q3 | $383K | Sell |
1,113
-11
| -1% | -$3.79K | 0.36% | 35 |
|
|
2022
Q2 | $334K | Buy |
1,124
+317
| +39% | +$94.2K | 0.44% | 33 |
|
|
2022
Q1 | $266K | Buy |
807
+25
| +3% | +$8.24K | 0.29% | 39 |
|
|
2021
Q4 | $299K | Buy |
782
+5
| +0.6% | +$1.91K | 0.3% | 38 |
|
|
2021
Q3 | $294K | Buy |
777
+30
| +4% | +$11.4K | 0.31% | 38 |
|
|
2021
Q2 | $284K | Sell |
747
-120
| -14% | -$45.6K | 0.31% | 38 |
|
|
2021
Q1 | $284K | Sell |
867
-20
| -2% | -$6.55K | 0.37% | 41 |
|
|
2020
Q4 | $234K | Buy |
+887
| New | +$234K | 0.27% | 41 |
|