Wellspring Financial Advisors’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 | $241K | Buy |
+341
| New | +$241K | 0.02% | 135 |
|
|
2024
Q3 | – | Sell |
-751
| Closed | -$340K | – | 170 |
|
|
2024
Q2 | $340K | Buy |
751
+9
| +1% | +$4.07K | 0.05% | 101 |
|
|
2024
Q1 | $310K | Buy |
742
+1
| +0.1% | +$418 | 0.05% | 95 |
|
|
2023
Q4 | $286K | Buy |
741
+81
| +12% | +$31.2K | 0.07% | 99 |
|
|
2023
Q3 | $214K | Hold |
660
| – | – | 0.06% | 104 |
|
|
2023
Q2 | $213K | Buy |
660
+13
| +2% | +$4.19K | 0.06% | 98 |
|
|
2023
Q1 | $212K | Sell |
647
-25
| -4% | -$8.17K | 0.06% | 105 |
|
|
2022
Q4 | $231K | Buy |
+672
| New | +$231K | 0.08% | 96 |
|
|
2022
Q2 | – | Sell |
-658
| Closed | -$217K | – | 115 |
|
|
2022
Q1 | $217K | Buy |
658
+54
| +9% | +$17.8K | 0.06% | 90 |
|
|
2021
Q4 | $231K | Hold |
604
| – | – | 0.06% | 88 |
|
|
2021
Q3 | $228K | Hold |
604
| – | – | 0.07% | 89 |
|
|
2021
Q2 | $229K | Buy |
+604
| New | +$229K | 0.07% | 83 |
|