WBH Advisory’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 | $694K | Buy |
980
+500
| +104% | +$354K | 0.06% | 195 |
|
|
2025
Q1 | $262K | Buy |
480
+9
| +2% | +$4.92K | 0.02% | 286 |
|
|
2024
Q4 | $270K | Hold |
471
| – | – | 0.03% | 277 |
|
|
2024
Q3 | $233K | Buy |
471
+1
| +0.2% | +$495 | 0.02% | 297 |
|
|
2024
Q2 | $213K | Buy |
+470
| New | +$213K | 0.02% | 296 |
|
|
2024
Q1 | – | Sell |
-570
| Closed | -$220K | – | 313 |
|
|
2023
Q4 | $220K | Sell |
570
-81
| -12% | -$31.2K | 0.02% | 292 |
|
|
2023
Q3 | $211K | Buy |
651
+18
| +3% | +$5.82K | 0.03% | 282 |
|
|
2023
Q2 | $204K | Buy |
+633
| New | +$204K | 0.02% | 292 |
|
|
2019
Q4 | – | Sell |
-1,290
| Closed | -$264K | – | 246 |
|
|
2019
Q3 | $264K | Sell |
1,290
-25
| -2% | -$5.12K | 0.06% | 212 |
|
|
2019
Q2 | $269K | Hold |
1,315
| – | – | 0.06% | 205 |
|
|
2019
Q1 | $252K | Hold |
1,315
| – | – | 0.06% | 208 |
|
|
2018
Q4 | $219 | Hold |
1,315
| – | – | 0.05% | 215 |
|
|
2018
Q3 | $294K | Hold |
1,315
| – | – | 0.07% | 201 |
|
|
2018
Q2 | $290K | Buy |
1,315
+25
| +2% | +$5.51K | 0.08% | 189 |
|
|
2018
Q1 | $324K | Hold |
1,290
| – | – | 0.09% | 181 |
|
|
2017
Q4 | $328K | Hold |
1,290
| – | – | 0.09% | 182 |
|
|
2017
Q3 | $305K | Hold |
1,290
| – | – | 0.09% | 188 |
|
|
2017
Q2 | $286K | Hold |
1,290
| – | – | 0.08% | 194 |
|
|
2017
Q1 | $296K | Hold |
1,290
| – | – | 0.09% | 183 |
|
|
2016
Q4 | $308K | Sell |
1,290
-185
| -13% | -$44.2K | 0.1% | 175 |
|
|
2016
Q3 | $237K | Buy |
+1,475
| New | +$237K | 0.08% | 194 |
|
|
2015
Q3 | – | Sell |
-1,075
| Closed | -$224K | – | 200 |
|
|
2015
Q2 | $224K | Sell |
1,075
-35
| -3% | -$7.29K | 0.09% | 182 |
|
|
2015
Q1 | $208 | Hold |
1,110
| – | – | 0.06% | 206 |
|
|
2014
Q4 | $215K | Hold |
1,110
| – | – | 0.08% | 192 |
|
|
2014
Q3 | $203K | Buy |
+1,110
| New | +$203K | 0.07% | 201 |
|
|
2014
Q1 | – | Sell |
-3,555
| Closed | -$630K | – | 217 |
|
|
2013
Q4 | $630K | Sell |
3,555
-75
| -2% | -$13.3K | 0.25% | 101 |
|
|
2013
Q3 | $574K | Hold |
3,630
| – | – | 0.26% | 105 |
|
|
2013
Q2 | $549K | Buy |
+3,630
| New | +$549K | 0.25% | 104 |
|