Waddell & Associates’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 | $725K | Buy |
1,024
+25
| +3% | +$17.7K | 0.08% | 74 |
|
|
2025
Q1 | $546K | Buy |
999
+101
| +11% | +$55.2K | 0.07% | 76 |
|
|
2024
Q4 | $514K | Buy |
898
+2
| +0.2% | +$1.15K | 0.05% | 79 |
|
|
2024
Q3 | $444K | Buy |
896
+18
| +2% | +$8.91K | 0.05% | 84 |
|
|
2024
Q2 | $397K | Sell |
878
-12
| -1% | -$5.43K | 0.05% | 85 |
|
|
2024
Q1 | $372K | Buy |
890
+23
| +3% | +$9.61K | 0.05% | 90 |
|
|
2023
Q4 | $335K | Sell |
867
-121
| -12% | -$46.8K | 0.05% | 102 |
|
|
2023
Q3 | $320K | Buy |
988
+100
| +11% | +$32.4K | 0.05% | 119 |
|
|
2023
Q2 | $286K | Buy |
888
+5
| +0.6% | +$1.61K | 0.04% | 128 |
|
|
2023
Q1 | $289K | Buy |
883
+3
| +0.3% | +$981 | 0.05% | 118 |
|
|
2022
Q4 | $302K | Buy |
+880
| New | +$302K | 0.05% | 113 |
|