West Oak Capital’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 | $4.78K | Hold |
675
| – | – | 0.19% | 83 |
|
|
2025
Q1 | $3.69K | Hold |
675
| – | – | 0.14% | 93 |
|
|
2024
Q4 | $3.87M | Buy |
675
+15
| +2% | +$85.9K | 0.14% | 89 |
|
|
2024
Q3 | $3.27K | Hold |
660
| – | – | 0.06% | 98 |
|
|
2024
Q2 | $299K | Buy |
660
+620
| +1,550% | +$280K | 0.12% | 98 |
|
|
2024
Q1 | $17K | Hold |
40
| – | – | 0.01% | 222 |
|
|
2023
Q4 | $15K | Hold |
40
| – | – | 0.01% | 226 |
|
|
2023
Q3 | $13K | Hold |
40
| – | – | 0.01% | 229 |
|
|
2023
Q2 | $12.9K | Hold |
40
| – | – | 0.01% | 235 |
|
|
2023
Q1 | $13.1K | Hold |
40
| – | – | 0.01% | 229 |
|
|
2022
Q4 | $14K | Hold |
40
| – | – | 0.01% | 202 |
|
|
2022
Q3 | $12K | Hold |
40
| – | – | 0.01% | 226 |
|
|
2022
Q2 | $12K | Hold |
40
| – | – | 0.01% | 233 |
|
|
2022
Q1 | $13K | Sell |
40
-300
| -88% | -$97.5K | 0.01% | 247 |
|
|
2021
Q4 | $130K | Hold |
340
| – | – | 0.05% | 147 |
|
|
2021
Q3 | $129K | Hold |
340
| – | – | 0.05% | 146 |
|
|
2021
Q2 | $129K | Hold |
340
| – | – | 0.05% | 145 |
|
|
2021
Q1 | $111K | Hold |
340
| – | – | 0.05% | 147 |
|
|
2020
Q4 | $90K | Buy |
340
+100
| +42% | +$26.5K | 0.04% | 152 |
|
|
2020
Q3 | $48K | Buy |
+240
| New | +$48K | 0.03% | 166 |
|
|
2017
Q4 | – | Sell |
-6
| Closed | -$1.42K | – | 314 |
|
|
2017
Q3 | $1.42K | Buy |
+6
| New | +$1.42K | ﹤0.01% | 315 |
|