WESPAC Advisors SoCal’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 | $4.38M | Buy |
6,191
+299
| +5% | +$212K | 0.98% | 35 |
|
|
2025
Q1 | $3.22M | Buy |
+5,892
| New | +$3.22M | 0.84% | 36 |
|
|
2022
Q3 | – | Sell |
-25,024
| Closed | -$7.43M | – | 73 |
|
|
2022
Q2 | $7.43M | Sell |
25,024
-331
| -1% | -$98.3K | 2.84% | 13 |
|
|
2022
Q1 | $8.37M | Buy |
25,355
+28
| +0.1% | +$9.24K | 2.58% | 14 |
|
|
2021
Q4 | $9.22M | Buy |
25,327
+12
| +0% | +$4.37K | 2.82% | 12 |
|
|
2021
Q3 | $9.77M | Buy |
25,315
+55
| +0.2% | +$21.2K | 3.19% | 9 |
|
|
2021
Q2 | $9.59M | Buy |
25,260
+22,414
| +788% | +$8.51M | 3.18% | 8 |
|
|
2021
Q1 | $931K | Hold |
2,846
| – | – | 0.37% | 44 |
|
|
2020
Q4 | $751K | Hold |
2,846
| – | – | 0.3% | 48 |
|
|
2020
Q3 | $591K | Hold |
2,846
| – | – | 0.28% | 46 |
|
|
2020
Q2 | $585K | Hold |
2,846
| – | – | 0.27% | 51 |
|
|
2020
Q1 | $522K | Sell |
2,846
-67
| -2% | -$12.3K | 0.29% | 46 |
|
|
2019
Q4 | $670K | Buy |
2,913
+67
| +2% | +$15.4K | 0.32% | 50 |
|
|
2019
Q3 | $590K | Buy |
+2,846
| New | +$590K | 0.29% | 50 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$22K | – | 352 |
|
|
2018
Q3 | $22K | Buy |
+100
| New | +$22K | 0.01% | 179 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$25K | – | 152 |
|
|
2018
Q1 | $25K | Hold |
100
| – | – | 0.01% | 146 |
|
|
2017
Q4 | $25K | Hold |
100
| – | – | 0.01% | 147 |
|
|
2017
Q3 | $23K | Hold |
100
| – | – | 0.01% | 156 |
|
|
2017
Q2 | $22K | Hold |
100
| – | – | 0.01% | 147 |
|
|
2017
Q1 | $23K | Hold |
100
| – | – | 0.01% | 143 |
|
|
2016
Q4 | $23.9K | Hold |
100
| – | – | 0.02% | 141 |
|
|
2016
Q3 | $16.1K | Hold |
100
| – | – | 0.01% | 162 |
|
|
2016
Q2 | $14.9K | Hold |
100
| – | – | 0.01% | 176 |
|
|
2016
Q1 | $15.7K | Hold |
100
| – | – | 0.01% | 169 |
|
|
2015
Q4 | $18K | Buy |
+100
| New | +$18K | 0.01% | 164 |
|