Tyler-Stone 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 | $881K | Buy |
1,245
+43
| +4% | +$30.4K | 0.14% | 133 |
|
2025
Q1 | $657K | Sell |
1,202
-103
| -8% | -$56.3K | 0.12% | 162 |
|
2024
Q4 | $747K | Buy |
1,305
+148
| +13% | +$84.7K | 0.13% | 139 |
|
2024
Q3 | $573K | Buy |
1,157
+595
| +106% | +$295K | 0.11% | 170 |
|
2024
Q2 | $254K | Buy |
562
+78
| +16% | +$35.3K | 0.1% | 167 |
|
2024
Q1 | $202K | Buy |
484
+3
| +0.6% | +$1.25K | 0.09% | 194 |
|
2023
Q4 | $186K | Hold |
481
| – | – | 0.09% | 183 |
|
2023
Q3 | $156K | Buy |
481
+3
| +0.6% | +$973 | 0.09% | 186 |
|
2023
Q2 | $154K | Buy |
+478
| New | +$154K | 0.09% | 194 |
|
2022
Q4 | $140K | Buy |
407
+25
| +7% | +$8.6K | 0.1% | 194 |
|
2022
Q3 | $112K | Buy |
382
+2
| +0.5% | +$586 | 0.09% | 203 |
|
2022
Q2 | $113K | Buy |
380
+112
| +42% | +$33.3K | 0.08% | 219 |
|
2022
Q1 | $88K | Sell |
268
-10
| -4% | -$3.28K | 0.05% | 269 |
|
2021
Q4 | $106K | Buy |
+278
| New | +$106K | 0.06% | 259 |
|