Westwood Wealth Management’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 | $280K | Hold |
395
| – | – | 0.09% | 44 |
|
|
2025
Q1 | $216K | Hold |
395
| – | – | 0.09% | 43 |
|
|
2024
Q4 | $226K | Buy |
+395
| New | +$226K | 0.08% | 43 |
|
|
2023
Q3 | – | Sell |
-1,095
| Closed | -$353K | – | 40 |
|
|
2023
Q2 | $353K | Hold |
1,095
| – | – | 0.25% | 33 |
|
|
2023
Q1 | $358K | Sell |
1,095
-220
| -17% | -$72K | 0.32% | 33 |
|
|
2022
Q4 | $452K | Buy |
1,315
+10
| +0.8% | +$3.43K | 0.54% | 29 |
|
|
2022
Q3 | $382K | Hold |
1,305
| – | – | 0.34% | 28 |
|
|
2022
Q2 | $388K | Hold |
1,305
| – | – | 0.45% | 29 |
|
|
2022
Q1 | $431 | Sell |
1,305
-150
| -10% | -$50 | 0.17% | 36 |
|
|
2021
Q4 | $557K | Buy |
+1,455
| New | +$557K | 0.24% | 33 |
|