Wagner 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 | $824K | Buy |
1,165
+11
| +1% | +$7.78K | 0.19% | 61 |
|
|
2025
Q1 | $630K | Buy |
1,154
+16
| +1% | +$8.74K | 0.16% | 65 |
|
|
2024
Q4 | $652K | Buy |
1,138
+282
| +33% | +$162K | 0.17% | 61 |
|
|
2024
Q3 | $424K | Sell |
856
-473
| -36% | -$234K | 0.11% | 70 |
|
|
2024
Q2 | $601K | Buy |
1,329
+199
| +18% | +$90K | 0.18% | 68 |
|
|
2024
Q1 | $472K | Buy |
1,130
+311
| +38% | +$130K | 0.14% | 76 |
|
|
2023
Q4 | $316K | Sell |
819
-304
| -27% | -$117K | 0.11% | 93 |
|
|
2023
Q3 | $363K | Sell |
1,123
-29
| -3% | -$9.39K | 0.13% | 85 |
|
|
2023
Q2 | $371K | Sell |
1,152
-21
| -2% | -$6.77K | 0.14% | 83 |
|
|
2023
Q1 | $384K | Sell |
1,173
-65
| -5% | -$21.3K | 0.17% | 83 |
|
|
2022
Q4 | $425K | Sell |
1,238
-33
| -3% | -$11.3K | 0.26% | 67 |
|
|
2022
Q3 | $373K | Buy |
1,271
+300
| +31% | +$88K | 0.28% | 66 |
|
|
2022
Q2 | $288K | Buy |
971
+249
| +34% | +$73.9K | 0.23% | 74 |
|
|
2022
Q1 | $238K | Buy |
722
+339
| +89% | +$112K | 0.17% | 111 |
|
|
2021
Q4 | $146K | Buy |
383
+1
| +0.3% | +$381 | 0.11% | 149 |
|
|
2021
Q3 | $158K | Buy |
382
+18
| +5% | +$7.45K | 0.13% | 139 |
|
|
2021
Q2 | $138K | Buy |
364
+24
| +7% | +$9.1K | 0.1% | 150 |
|
|
2021
Q1 | $111K | Buy |
+340
| New | +$111K | 0.09% | 157 |
|
|
2018
Q3 | $56K | Hold |
250
| – | – | 0.04% | 242 |
|
|
2018
Q2 | $55K | Buy |
250
+100
| +67% | +$22K | 0.04% | 227 |
|
|
2018
Q1 | $38K | Hold |
150
| – | – | 0.03% | 237 |
|
|
2017
Q4 | $38K | Buy |
+150
| New | +$38K | 0.03% | 238 |
|