Wells Trecaso Financial 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 | $15.2M | Buy |
21,534
+108
| +0.5% | +$76.4K | 4.71% | 5 |
|
|
2025
Q1 | $11.7M | Buy |
21,426
+167
| +0.8% | +$91.2K | 3.9% | 6 |
|
|
2024
Q4 | $12.2M | Sell |
21,259
-197
| -0.9% | -$113K | 3.98% | 7 |
|
|
2024
Q3 | $10.6M | Buy |
21,456
+61
| +0.3% | +$30.2K | 3.5% | 7 |
|
|
2024
Q2 | $9.68M | Sell |
21,395
-31
| -0.1% | -$14K | 3.35% | 8 |
|
|
2024
Q1 | $8.95M | Buy |
21,426
+540
| +3% | +$226K | 3.16% | 8 |
|
|
2023
Q4 | $8.06M | Buy |
20,886
+217
| +1% | +$83.7K | 3.25% | 8 |
|
|
2023
Q3 | $6.69M | Buy |
20,669
+295
| +1% | +$95.5K | 2.97% | 11 |
|
|
2023
Q2 | $6.57M | Buy |
20,374
+194
| +1% | +$62.6K | 2.83% | 10 |
|
|
2023
Q1 | $6.6M | Buy |
20,180
+261
| +1% | +$85.4K | 3.06% | 10 |
|
|
2022
Q4 | $6.84M | Buy |
19,919
+127
| +0.6% | +$43.6K | 3.42% | 7 |
|
|
2022
Q3 | $5.8M | Buy |
19,792
+170
| +0.9% | +$49.8K | 3.18% | 9 |
|
|
2022
Q2 | $5.83M | Buy |
19,622
+80
| +0.4% | +$23.8K | 3.02% | 11 |
|
|
2022
Q1 | $6.45M | Buy |
19,542
+120
| +0.6% | +$39.6K | 2.87% | 11 |
|
|
2021
Q4 | $7.43M | Buy |
19,422
+41
| +0.2% | +$15.7K | 3.23% | 9 |
|
|
2021
Q3 | $7.33M | Sell |
19,381
-71
| -0.4% | -$26.8K | 3.49% | 8 |
|
|
2021
Q2 | $7.38M | Buy |
19,452
+318
| +2% | +$121K | 3.55% | 8 |
|
|
2021
Q1 | $6.26M | Buy |
19,134
+37
| +0.2% | +$12.1K | 3.3% | 10 |
|
|
2020
Q4 | $5.04M | Buy |
19,097
+140
| +0.7% | +$36.9K | 2.8% | 13 |
|
|
2020
Q3 | $3.81M | Buy |
18,957
+790
| +4% | +$159K | 2.43% | 17 |
|
|
2020
Q2 | $3.59M | Buy |
18,167
+1,817
| +11% | +$359K | 2.48% | 14 |
|
|
2020
Q1 | $2.53M | Buy |
16,350
+732
| +5% | +$113K | 2.25% | 15 |
|
|
2019
Q4 | $3.59M | Buy |
15,618
+340
| +2% | +$78.2K | 2.6% | 15 |
|
|
2019
Q3 | $3.17M | Buy |
15,278
+385
| +3% | +$79.8K | 2.52% | 15 |
|
|
2019
Q2 | $3.05M | Buy |
14,893
+240
| +2% | +$49.1K | 2.51% | 15 |
|
|
2019
Q1 | $2.81M | Buy |
14,653
+343
| +2% | +$65.8K | 2.36% | 16 |
|
|
2018
Q4 | $2.39M | Buy |
14,310
+642
| +5% | +$107K | 2.29% | 16 |
|
|
2018
Q3 | $3.07M | Buy |
13,668
+525
| +4% | +$118K | 2.54% | 16 |
|
|
2018
Q2 | $2.9M | Buy |
13,143
+295
| +2% | +$65.1K | 2.72% | 14 |
|
|
2018
Q1 | $3.24M | Buy |
12,848
+1,028
| +9% | +$259K | 3.08% | 13 |
|
|
2017
Q4 | $3.01M | Buy |
+11,820
| New | +$3.01M | 2.95% | 14 |
|