Trueblood 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
Q2 | $1.61M | Buy |
2,269
+299
| +15% | +$212K | 0.67% | 38 |
|
2025
Q1 | $1.08M | Sell |
1,970
-399
| -17% | -$218K | 0.5% | 64 |
|
2024
Q4 | $1.36M | Sell |
2,369
-48
| -2% | -$27.5K | 0.67% | 37 |
|
2024
Q3 | $1.2M | Sell |
2,417
-26
| -1% | -$12.9K | 0.6% | 45 |
|
2024
Q2 | $1.11M | Sell |
2,443
-12
| -0.5% | -$5.43K | 0.62% | 46 |
|
2024
Q1 | $1.03M | Sell |
2,455
-108
| -4% | -$45.1K | 0.59% | 52 |
|
2023
Q4 | $989K | Buy |
+2,563
| New | +$989K | 0.62% | 47 |
|