TriaGen Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,326
| Closed | -$2.48M | – | 179 |
|
|
2024
Q4 | $2.48M | Sell |
4,326
-3
| -0.1% | -$1.72K | 0.83% | 26 |
|
|
2024
Q3 | $2.14M | Sell |
4,329
-7
| -0.2% | -$3.47K | 0.72% | 33 |
|
|
2024
Q2 | $1.96M | Buy |
+4,336
| New | +$1.96M | 0.76% | 40 |
|
|
2022
Q1 | – | Sell |
-570
| Closed | -$218K | – | 182 |
|
|
2021
Q4 | $218K | Hold |
570
| – | – | 0.11% | 169 |
|
|
2021
Q3 | $215K | Hold |
570
| – | – | 0.12% | 168 |
|
|
2021
Q2 | $214K | Buy |
+570
| New | +$214K | 0.11% | 175 |
|