Wealthspire Advisors (New York)’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 | $3.72M | Buy |
5,258
+389
| +8% | +$275K | 0.02% | 188 |
|
|
2025
Q1 | $2.66M | Sell |
4,869
-63
| -1% | -$34.4K | 0.02% | 232 |
|
|
2024
Q4 | $2.82M | Buy |
4,932
+167
| +4% | +$95.6K | 0.03% | 202 |
|
|
2024
Q3 | $2.36M | Buy |
4,765
+427
| +10% | +$211K | 0.02% | 223 |
|
|
2024
Q2 | $1.96M | Buy |
4,338
+3,097
| +250% | +$1.4M | 0.03% | 207 |
|
|
2024
Q1 | $518K | Sell |
1,241
-121
| -9% | -$50.5K | 0.01% | 421 |
|
|
2023
Q4 | $525K | Buy |
1,362
+99
| +8% | +$38.2K | 0.01% | 410 |
|
|
2023
Q3 | $409K | Sell |
1,263
-59
| -4% | -$19.1K | 0.01% | 428 |
|
|
2023
Q2 | $426K | Buy |
1,322
+203
| +18% | +$65.5K | 0.01% | 395 |
|
|
2023
Q1 | $366K | Sell |
1,119
-698
| -38% | -$228K | 0.01% | 403 |
|
|
2022
Q4 | $624K | Buy |
1,817
+725
| +66% | +$249K | 0.01% | 343 |
|
|
2022
Q3 | $320K | Sell |
1,092
-102
| -9% | -$29.9K | 0.01% | 407 |
|
|
2022
Q2 | $355K | Sell |
1,194
-254
| -18% | -$75.5K | 0.01% | 367 |
|
|
2022
Q1 | $478K | Sell |
1,448
-484
| -25% | -$160K | 0.01% | 280 |
|
|
2021
Q4 | $739K | Buy |
1,932
+44
| +2% | +$16.8K | 0.02% | 263 |
|
|
2021
Q3 | $714K | Buy |
1,888
+1,101
| +140% | +$416K | 0.01% | 296 |
|
|
2021
Q2 | $299K | Sell |
787
-3,878
| -83% | -$1.47M | 0.01% | 291 |
|
|
2021
Q1 | $1.53M | Buy |
4,665
+1,821
| +64% | +$596K | 0.04% | 207 |
|
|
2020
Q4 | $750K | Buy |
2,844
+1,059
| +59% | +$279K | 0.02% | 245 |
|
|
2020
Q3 | $359K | Buy |
1,785
+378
| +27% | +$76K | 0.02% | 216 |
|
|
2020
Q2 | $278K | Sell |
1,407
-5,110
| -78% | -$1.01M | 0.02% | 216 |
|
|
2020
Q1 | $1.01M | Buy |
6,517
+5,319
| +444% | +$822K | 0.04% | 198 |
|
|
2019
Q4 | $275K | Buy |
+1,198
| New | +$275K | 0.02% | 160 |
|
|
2019
Q1 | – | Sell |
-231
| Closed | -$39K | – | 352 |
|
|
2018
Q4 | $39K | Buy |
+231
| New | +$39K | ﹤0.01% | 220 |
|