Transform 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $20.9M | Buy |
|
|||||
|
2024
Q4 | $19.1M | Buy |
|
|||||
|
2024
Q3 | $15.4M | Buy |
|
|||||
|
2024
Q2 | $13.9M | Buy |
|
|||||
|
2024
Q1 | $12.3M | Buy |
|
|||||
|
2023
Q4 | $11.3M | Sell |
|
|||||
|
2023
Q3 | $9.65M | Buy |
|
|||||
|
2023
Q2 | $9.56M | Buy |
|
|||||
|
2023
Q1 | $9.65M | Buy |
|
|||||
|
2022
Q4 | $10.1M | Sell |
|
|||||
|
2022
Q3 | $8.7M | Buy |
|
|||||
|
2022
Q2 | $8.61M | Sell |
|
|||||
|
2022
Q1 | $9.59M | Buy |
|
|||||
|
2021
Q4 | $10.8M | Sell |
|
|||||
|
2021
Q3 | $11M | Sell |
|
|||||
|
2021
Q2 | $11.1M | Buy |
|
|||||
|
2021
Q1 | $4.29M | Buy |
|
|||||
|
2020
Q4 | $3.3M | Sell |
|
|||||
|
2020
Q3 | $5.74M | Buy |
|
|||||
|
2020
Q2 | $5.45M | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $369K | Buy |
|
|||||
|
2017
Q3 | $332K | Hold |
|
|||||
|
2017
Q2 | $311K | Sell |
|
|||||
|
2017
Q1 | $328K | Buy |
|
|||||
|
2016
Q4 | $335K | Hold |
|
|||||
|
2016
Q3 | $226K | Sell |
|
|||||
|
2016
Q2 | $254K | Buy |
|