Wealth Group’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 | – | Sell |
-1,624
| Closed | -$887K | – | 120 |
|
|
2025
Q1 | $887K | Buy |
1,624
+8
| +0.5% | +$4.37K | 0.58% | 43 |
|
|
2024
Q4 | $925K | Buy |
1,616
+6
| +0.4% | +$3.43K | 0.6% | 40 |
|
|
2024
Q3 | $797K | Hold |
1,610
| – | – | 0.53% | 45 |
|
|
2024
Q2 | $728K | Buy |
1,610
+2
| +0.1% | +$904 | 0.52% | 46 |
|
|
2024
Q1 | $672K | Buy |
+1,608
| New | +$672K | 0.51% | 49 |
|