Walkner Condon Financial Advisors’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 | $394K | Buy |
557
+32
| +6% | +$22.7K | 0.07% | 189 |
|
|
2025
Q1 | $287K | Buy |
525
+34
| +7% | +$18.6K | 0.06% | 208 |
|
|
2024
Q4 | $281K | Buy |
491
+7
| +1% | +$4.01K | 0.06% | 226 |
|
|
2024
Q3 | $240K | Sell |
484
-76
| -14% | -$37.6K | 0.05% | 243 |
|
|
2024
Q2 | $253K | Sell |
560
-13
| -2% | -$5.88K | 0.05% | 218 |
|
|
2024
Q1 | $239K | Buy |
573
+21
| +4% | +$8.77K | 0.05% | 241 |
|
|
2023
Q4 | $213K | Buy |
+552
| New | +$213K | 0.05% | 252 |
|
|
2023
Q3 | – | Sell |
-748
| Closed | -$241K | – | 249 |
|
|
2023
Q2 | $241K | Sell |
748
-56
| -7% | -$18.1K | 0.06% | 210 |
|
|
2023
Q1 | $263K | Buy |
804
+23
| +3% | +$7.52K | 0.07% | 190 |
|
|
2022
Q4 | $268K | Sell |
781
-14
| -2% | -$4.81K | 0.08% | 184 |
|
|
2022
Q3 | $233K | Buy |
795
+82
| +12% | +$24K | 0.08% | 187 |
|
|
2022
Q2 | $212K | Buy |
713
+10
| +1% | +$2.97K | 0.07% | 205 |
|
|
2022
Q1 | $232K | Buy |
+703
| New | +$232K | 0.07% | 195 |
|