WA
WestEnd Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.5K | Sell |
35
-81,636
| -100% | -$57.1M | ﹤0.01% | 61 |
|
|
2025
Q1 | $44.6M | Sell |
81,671
-4,203
| -5% | -$2.3M | 1.18% | 21 |
|
|
2024
Q4 | $49.2M | Sell |
85,874
-3,387
| -4% | -$1.94M | 1.25% | 18 |
|
|
2024
Q3 | $44.2M | Buy |
89,261
+74
| +0.1% | +$36.6K | 1.08% | 25 |
|
|
2024
Q2 | $40.3M | Buy |
89,187
+89,186
| +8,918,600% | +$40.3M | 1.04% | 25 |
|
|
2024
Q1 | $418 | Buy |
+1
| New | +$418 | ﹤0.01% | 165 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 336 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | -$1.53K | – | 98 |
|
|
2021
Q4 | $1.53K | Buy |
+4
| New | +$1.53K | ﹤0.01% | 94 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 82 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 80 |
|
|
2019
Q4 | – | Sell |
-26
| Closed | -$5.39K | – | 66 |
|
|
2019
Q3 | $5.39K | Hold |
26
| – | – | ﹤0.01% | 47 |
|
|
2019
Q2 | $5.32K | Hold |
26
| – | – | ﹤0.01% | 48 |
|
|
2019
Q1 | $4.99K | Sell |
26
-138,936
| -100% | -$26.7M | ﹤0.01% | 43 |
|
|
2018
Q4 | $23.2M | Sell |
138,962
-19,628
| -12% | -$3.28M | 2.49% | 23 |
|
|
2018
Q3 | $35.6M | Sell |
158,590
-3,656
| -2% | -$820K | 3.4% | 20 |
|
|
2018
Q2 | $35.8M | Sell |
162,246
-13,504
| -8% | -$2.98M | 3.72% | 18 |
|
|
2018
Q1 | $44.3M | Sell |
175,750
-6,178
| -3% | -$1.56M | 4.17% | 10 |
|
|
2017
Q4 | $46.3M | Sell |
181,928
-34,194
| -16% | -$8.71M | 4.29% | 12 |
|
|
2017
Q3 | $51.3M | Sell |
216,122
-20,466
| -9% | -$4.85M | 4.5% | 11 |
|
|
2017
Q2 | $52.5M | Buy |
236,588
+8,922
| +4% | +$1.98M | 4.49% | 14 |
|
|
2017
Q1 | $52.3M | Buy |
+227,666
| New | +$52.3M | 4.37% | 20 |
|