Willner & Heller’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 | $1.76M | Buy |
2,483
+10
| +0.4% | +$7.08K | 1.48% | 12 |
|
|
2025
Q1 | $1.35M | Buy |
2,473
+14
| +0.6% | +$7.65K | 1.25% | 18 |
|
|
2024
Q4 | $1.41M | Sell |
2,459
-7
| -0.3% | -$4.01K | 1.23% | 18 |
|
|
2024
Q3 | $1.22M | Buy |
2,466
+26
| +1% | +$12.9K | 1.09% | 20 |
|
|
2024
Q2 | $1.1M | Sell |
2,440
-82
| -3% | -$37.1K | 1.06% | 22 |
|
|
2024
Q1 | $1.05M | Sell |
2,522
-30
| -1% | -$12.5K | 1.05% | 25 |
|
|
2023
Q4 | $984K | Buy |
+2,552
| New | +$984K | 1.1% | 24 |
|
|
2022
Q4 | $698K | Buy |
2,032
+9
| +0.4% | +$3.09K | 0.99% | 31 |
|
|
2022
Q3 | $593K | Buy |
2,023
+17
| +0.8% | +$4.98K | 0.96% | 32 |
|
|
2022
Q2 | $596K | Buy |
2,006
+325
| +19% | +$96.6K | 0.93% | 36 |
|
|
2022
Q1 | $643K | Buy |
1,681
+7
| +0.4% | +$2.68K | 0.79% | 42 |
|
|
2021
Q4 | $633K | Buy |
+1,674
| New | +$633K | 0.84% | 37 |
|