Williams Jones Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.3M | Buy |
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|
2025
Q1 | $33.9M | Buy |
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|
2024
Q4 | $33M | Buy |
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|
2024
Q3 | $27.5M | Buy |
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|
2024
Q2 | $23.2M | Buy |
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|
2024
Q1 | $3.59M | Buy |
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|
2023
Q4 | $2.82M | Sell |
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|
2023
Q3 | $2.62M | Sell |
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|
2023
Q2 | $2.94M | Sell |
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|
2023
Q1 | $3.04M | Sell |
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|
2022
Q4 | $3.26M | Sell |
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|
2022
Q3 | $2.82M | Buy |
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|
2022
Q2 | $2.82M | Buy |
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|
2022
Q1 | $2.94M | Buy |
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|
2021
Q4 | $3.23M | Sell |
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|
2021
Q3 | $3.34M | Sell |
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|
2021
Q2 | $3.44M | Buy |
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|
2021
Q1 | $2.75M | Buy |
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|
2020
Q4 | $2.09M | Buy |
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|
2020
Q3 | $1.53M | Buy |
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|
2020
Q2 | $1.31M | Sell |
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|
2020
Q1 | $1.15M | Hold |
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|
2019
Q4 | $1.72M | Buy |
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|
2019
Q3 | $1.44M | Buy |
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