WealthBridge Investment Counsel’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 | $16M | Sell |
22,653
-650
| -3% | -$460K | 5.2% | 3 |
|
|
2025
Q1 | $12.7M | Sell |
23,303
-337
| -1% | -$184K | 4.63% | 3 |
|
|
2024
Q4 | $13.5M | Sell |
23,640
-220
| -0.9% | -$126K | 4.97% | 2 |
|
|
2024
Q3 | $11.8M | Sell |
23,860
-310
| -1% | -$153K | 4.19% | 3 |
|
|
2024
Q2 | $10.9M | Sell |
24,170
-1,795
| -7% | -$812K | 4.18% | 3 |
|
|
2024
Q1 | $10.8M | Sell |
25,965
-285
| -1% | -$119K | 4.02% | 6 |
|
|
2023
Q4 | $10.1M | Sell |
26,250
-85
| -0.3% | -$32.8K | 4.05% | 4 |
|
|
2023
Q3 | $8.52M | Sell |
26,335
-330
| -1% | -$107K | 3.72% | 10 |
|
|
2023
Q2 | $8.6M | Buy |
26,665
+290
| +1% | +$93.5K | 3.62% | 8 |
|
|
2023
Q1 | $8.63M | Sell |
26,375
-190
| -0.7% | -$62.2K | 3.82% | 7 |
|
|
2022
Q4 | $9.12M | Sell |
26,565
-140
| -0.5% | -$48.1K | 3.99% | 6 |
|
|
2022
Q3 | $7.83M | Buy |
26,705
+1,085
| +4% | +$318K | 4.12% | 5 |
|
|
2022
Q2 | $7.61M | Buy |
25,620
+240
| +0.9% | +$71.3K | 3.86% | 9 |
|
|
2022
Q1 | $8.38M | Buy |
25,380
+430
| +2% | +$142K | 3.7% | 7 |
|
|
2021
Q4 | $9.55M | Sell |
24,950
-305
| -1% | -$117K | 4.05% | 6 |
|
|
2021
Q3 | $9.55M | Sell |
25,255
-718
| -3% | -$271K | 4.29% | 5 |
|
|
2021
Q2 | $9.86M | Sell |
25,973
-270
| -1% | -$102K | 4.36% | 5 |
|
|
2021
Q1 | $8.58M | Sell |
26,243
-50
| -0.2% | -$16.3K | 4.19% | 7 |
|
|
2020
Q4 | $6.93M | Hold |
26,293
| – | – | 3.63% | 8 |
|
|
2020
Q3 | $5.28M | Sell |
26,293
-75
| -0.3% | -$15.1K | 3.22% | 14 |
|
|
2020
Q2 | $5.21M | Buy |
26,368
+175
| +0.7% | +$34.6K | 3.46% | 10 |
|
|
2020
Q1 | $4.05M | Sell |
26,193
-400
| -2% | -$61.8K | 3.44% | 15 |
|
|
2019
Q4 | $6.12M | Buy |
+26,593
| New | +$6.12M | 3.47% | 10 |
|