Waterfront Wealth’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 | $578K | Sell |
816
-5
| -0.6% | -$3.54K | 0.13% | 179 |
|
|
2025
Q1 | $449K | Hold |
821
| – | – | 0.11% | 186 |
|
|
2024
Q4 | $470K | Buy |
821
+52
| +7% | +$29.8K | 0.11% | 184 |
|
|
2024
Q3 | $404K | Hold |
769
| – | – | 0.1% | 194 |
|
|
2024
Q2 | $348K | Hold |
769
| – | – | 0.09% | 191 |
|
|
2024
Q1 | $323K | Hold |
769
| – | – | 0.09% | 193 |
|
|
2023
Q4 | $297K | Hold |
769
| – | – | 0.09% | 199 |
|
|
2023
Q3 | $230K | Hold |
769
| – | – | 0.08% | 219 |
|
|
2023
Q2 | $276K | Hold |
769
| – | – | 0.08% | 207 |
|
|
2023
Q1 | $252K | Hold |
769
| – | – | 0.08% | 214 |
|
|
2022
Q4 | $272K | Hold |
769
| – | – | 0.09% | 209 |
|
|
2022
Q3 | $262K | Sell |
769
-1,650
| -68% | -$562K | 0.1% | 200 |
|
|
2022
Q2 | $719K | Buy |
2,419
+687
| +40% | +$204K | 0.29% | 97 |
|
|
2022
Q1 | $552K | Buy |
1,732
+782
| +82% | +$249K | 0.2% | 120 |
|
|
2021
Q4 | $363K | Buy |
950
+325
| +52% | +$124K | 0.14% | 145 |
|
|
2021
Q3 | $236K | Hold |
625
| – | – | 0.11% | 159 |
|
|
2021
Q2 | $237K | Hold |
625
| – | – | 0.11% | 157 |
|
|
2021
Q1 | $205K | Buy |
+625
| New | +$205K | 0.1% | 164 |
|