WBG
Wharton Business Group’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.3M | Sell |
59,946
-8,790
| -13% | -$6.21M | 1.79% | 18 |
|
|
2025
Q1 | $37.6M | Sell |
68,736
-37
| -0.1% | -$20.2K | 1.7% | 19 |
|
|
2024
Q4 | $39.4M | Buy |
68,773
+361
| +0.5% | +$207K | 1.78% | 18 |
|
|
2024
Q3 | $33.9M | Buy |
68,412
+9,635
| +16% | +$4.77M | 1.52% | 20 |
|
|
2024
Q2 | $26.6M | Buy |
58,777
+65
| +0.1% | +$29.4K | 1.37% | 20 |
|
|
2024
Q1 | $24.5M | Hold |
58,712
| – | – | 1.18% | 21 |
|
|
2023
Q4 | $22.6M | Sell |
58,712
-615
| -1% | -$237K | 1.14% | 21 |
|
|
2023
Q3 | $19.2M | Buy |
59,327
+65
| +0.1% | +$21K | 1.07% | 21 |
|
|
2023
Q2 | $19.1M | Sell |
59,262
-180
| -0.3% | -$58.1K | 1.26% | 20 |
|
|
2023
Q1 | $19.4M | Hold |
59,442
| – | – | 1.17% | 22 |
|
|
2022
Q4 | $20.4M | Buy |
59,442
+30
| +0.1% | +$10.3K | 1.18% | 23 |
|
|
2022
Q3 | $17.4M | Buy |
59,412
+320
| +0.5% | +$93.8K | 1.18% | 21 |
|
|
2022
Q2 | $17.6M | Buy |
59,092
+3,282
| +6% | +$975K | 1.16% | 24 |
|
|
2022
Q1 | $18.4M | Buy |
55,810
+1,384
| +3% | +$457K | 1.12% | 25 |
|
|
2021
Q4 | $20.8M | Hold |
54,426
| – | – | 1.29% | 22 |
|
|
2021
Q3 | $20.6M | Sell |
54,426
-25
| -0% | -$9.45K | 2.09% | 12 |
|
|
2021
Q2 | $20.7M | Sell |
54,451
-80
| -0.1% | -$30.4K | 1.61% | 19 |
|
|
2021
Q1 | $17.8M | Sell |
54,531
-90
| -0.2% | -$29.4K | 1.39% | 21 |
|
|
2020
Q4 | $14.4M | Hold |
54,621
| – | – | 1.18% | 24 |
|
|
2020
Q3 | $11M | Buy |
54,621
+7,513
| +16% | +$1.51M | 1.01% | 27 |
|
|
2020
Q2 | $9.31M | Buy |
+47,108
| New | +$9.31M | 0.9% | 32 |
|
|
2020
Q1 | – | Sell |
-33,958
| Closed | -$7.81M | – | 111 |
|
|
2019
Q4 | $7.81M | Buy |
33,958
+550
| +2% | +$126K | 0.73% | 33 |
|
|
2019
Q3 | $6.92M | Sell |
33,408
-41
| -0.1% | -$8.5K | 0.69% | 32 |
|
|
2019
Q2 | $6.84M | Hold |
33,449
| – | – | 0.7% | 32 |
|
|
2019
Q1 | $6.42M | Hold |
33,449
| – | – | 0.66% | 32 |
|
|
2018
Q4 | $5.59M | Buy |
33,449
+11,270
| +51% | +$1.88M | 0.66% | 32 |
|
|
2018
Q3 | $4.97M | Hold |
22,179
| – | – | 0.49% | 35 |
|
|
2018
Q2 | $4.89M | Hold |
22,179
| – | – | 0.51% | 34 |
|
|
2018
Q1 | $5.59M | Sell |
22,179
-323
| -1% | -$81.4K | 0.58% | 33 |
|
|
2017
Q4 | $5.71M | Sell |
22,502
-40
| -0.2% | -$10.2K | 0.59% | 33 |
|
|
2017
Q3 | $5.35M | Sell |
22,542
-33
| -0.1% | -$7.83K | 0.57% | 33 |
|
|
2017
Q2 | $5.01M | Hold |
22,575
| – | – | 0.53% | 33 |
|
|
2017
Q1 | $5.19M | Sell |
22,575
-277
| -1% | -$63.6K | 0.55% | 36 |
|
|
2016
Q4 | $5.47M | Sell |
22,852
-3,054
| -12% | -$731K | 0.65% | 36 |
|
|
2016
Q3 | $4.18M | Sell |
25,906
-406
| -2% | -$65.5K | 0.52% | 42 |
|
|
2016
Q2 | $3.91M | Buy |
26,312
+105
| +0.4% | +$15.6K | 0.46% | 44 |
|
|
2016
Q1 | $4.11M | Sell |
26,207
-423
| -2% | -$66.4K | 0.45% | 41 |
|
|
2015
Q4 | $4.8M | Sell |
26,630
-115
| -0.4% | -$20.7K | 0.47% | 47 |
|
|
2015
Q3 | $4.65M | Sell |
26,745
-187
| -0.7% | -$32.5K | 0.46% | 49 |
|
|
2015
Q2 | $5.62K | Sell |
26,932
-528
| -2% | -$110 | 0.37% | 47 |
|
|
2015
Q1 | $5.16M | Sell |
27,460
-82
| -0.3% | -$15.4K | 0.43% | 48 |
|
|
2014
Q4 | $5.34M | Buy |
27,542
+110
| +0.4% | +$21.3K | 0.44% | 53 |
|
|
2014
Q3 | $5.04M | Buy |
27,432
+1,098
| +4% | +$202K | 0.45% | 57 |
|
|
2014
Q2 | $4.41M | Buy |
26,334
+19,743
| +300% | +$3.31M | 0.49% | 54 |
|
|
2014
Q1 | $1.08M | Sell |
6,591
-206
| -3% | -$33.8K | 0.09% | 107 |
|
|
2013
Q4 | $1.21M | Sell |
6,797
-1,195
| -15% | -$212K | 0.1% | 103 |
|
|
2013
Q3 | $1.26M | Sell |
7,992
-155
| -2% | -$24.5K | 0.11% | 97 |
|
|
2013
Q2 | $1.23M | Buy |
+8,147
| New | +$1.23M | 0.11% | 97 |
|