Wealthcare Advisory Partners’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 | $1.93M | Buy |
2,732
+24
| +0.9% | +$17K | 0.04% | 334 |
|
|
2025
Q1 | $1.48M | Buy |
2,708
+442
| +20% | +$241K | 0.04% | 359 |
|
|
2024
Q4 | $1.3M | Sell |
2,266
-3
| -0.1% | -$1.72K | 0.04% | 369 |
|
|
2024
Q3 | $1.12M | Sell |
2,269
-59
| -3% | -$29.2K | 0.03% | 397 |
|
|
2024
Q2 | $1.05M | Buy |
2,328
+90
| +4% | +$40.7K | 0.03% | 369 |
|
|
2024
Q1 | $935K | Buy |
2,238
+304
| +16% | +$127K | 0.03% | 386 |
|
|
2023
Q4 | $746K | Buy |
1,934
+248
| +15% | +$95.7K | 0.03% | 394 |
|
|
2023
Q3 | $545K | Sell |
1,686
-70
| -4% | -$22.6K | 0.03% | 409 |
|
|
2023
Q2 | $567K | Sell |
1,756
-16
| -0.9% | -$5.16K | 0.03% | 416 |
|
|
2023
Q1 | $580K | Buy |
1,772
+224
| +14% | +$73.3K | 0.02% | 414 |
|
|
2022
Q4 | $532K | Buy |
1,548
+104
| +7% | +$35.7K | 0.03% | 408 |
|
|
2022
Q3 | $423K | Sell |
1,444
-70
| -5% | -$20.5K | 0.02% | 403 |
|
|
2022
Q2 | $450K | Buy |
1,514
+185
| +14% | +$55K | 0.03% | 344 |
|
|
2022
Q1 | $439K | Buy |
1,329
+162
| +14% | +$53.5K | 0.03% | 334 |
|
|
2021
Q4 | $446K | Sell |
1,167
-97
| -8% | -$37.1K | 0.03% | 335 |
|
|
2021
Q3 | $478K | Sell |
1,264
-281
| -18% | -$106K | 0.03% | 324 |
|
|
2021
Q2 | $586K | Buy |
1,545
+107
| +7% | +$40.6K | 0.04% | 285 |
|
|
2021
Q1 | $470K | Buy |
+1,438
| New | +$470K | 0.03% | 301 |
|
|
2020
Q2 | – | Sell |
-150
| Closed | -$23K | – | 756 |
|
|
2020
Q1 | $23K | Sell |
150
-180
| -55% | -$27.6K | ﹤0.01% | 695 |
|
|
2019
Q4 | $76K | Hold |
330
| – | – | 0.01% | 459 |
|
|
2019
Q3 | $68K | Buy |
330
+2
| +0.6% | +$412 | 0.01% | 469 |
|
|
2019
Q2 | $67K | Sell |
328
-21
| -6% | -$4.29K | 0.01% | 451 |
|
|
2019
Q1 | $67K | Sell |
349
-245
| -41% | -$47K | 0.01% | 412 |
|
|
2018
Q4 | $99K | Sell |
594
-39
| -6% | -$6.5K | 0.02% | 311 |
|
|
2018
Q3 | $142K | Buy |
633
+111
| +21% | +$24.9K | 0.03% | 268 |
|
|
2018
Q2 | $115K | Buy |
522
+21
| +4% | +$4.63K | 0.02% | 302 |
|
|
2018
Q1 | $126K | Buy |
501
+34
| +7% | +$8.55K | 0.03% | 245 |
|
|
2017
Q4 | $119K | Buy |
467
+298
| +176% | +$75.9K | 0.03% | 233 |
|
|
2017
Q3 | $40K | Buy |
+169
| New | +$40K | 0.01% | 330 |
|