Vest Financial’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 | $3.07M | Buy |
4,338
+1,222
| +39% | +$865K | 0.04% | 233 |
|
|
2025
Q1 | $1.7M | Buy |
3,116
+1,319
| +73% | +$721K | 0.03% | 257 |
|
|
2024
Q4 | $1.03M | Buy |
1,797
+287
| +19% | +$164K | 0.02% | 231 |
|
|
2024
Q3 | $748K | Buy |
1,510
+1,000
| +196% | +$495K | 0.01% | 237 |
|
|
2024
Q2 | $231K | Sell |
510
-9
| -2% | -$4.07K | 0.01% | 249 |
|
|
2024
Q1 | $217K | Sell |
519
-33,141
| -98% | -$13.8M | 0.01% | 259 |
|
|
2023
Q4 | $13M | Buy |
33,660
+6,810
| +25% | +$2.63M | 0.48% | 93 |
|
|
2023
Q3 | $8.69M | Buy |
26,850
+11,411
| +74% | +$3.69M | 0.47% | 103 |
|
|
2023
Q2 | $4.98M | Buy |
15,439
+10,992
| +247% | +$3.55M | 0.46% | 108 |
|
|
2023
Q1 | $1.45M | Buy |
4,447
+3,351
| +306% | +$1.1M | 0.2% | 79 |
|
|
2022
Q4 | $376K | Buy |
+1,096
| New | +$376K | 0.06% | 95 |
|