WMS Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $609K | Buy |
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|
2024
Q1 | $559K | Buy |
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|
2023
Q4 | $489K | Buy |
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|
2023
Q3 | $398K | Sell |
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|
2023
Q2 | $404K | Sell |
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|
2023
Q1 | $413K | Sell |
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|
2022
Q4 | $446K | Sell |
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|
2022
Q3 | $387K | Buy |
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|
2022
Q2 | $386K | Sell |
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|
2022
Q1 | $440K | Hold |
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|
2021
Q4 | $510K | Hold |
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|
2021
Q3 | $504K | Hold |
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|
2021
Q2 | $506K | Buy |
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|
2021
Q1 | $362K | Buy |
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|
2020
Q4 | $280K | Buy |
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|
2020
Q3 | $211K | Buy |
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|
2020
Q2 | $207K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $291K | Sell |
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|
2015
Q4 | $923K | Sell |
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|
2015
Q3 | $983K | Sell |
|
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|
2015
Q2 | $1.33M | Sell |
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|
2015
Q1 | $1.42M | Sell |
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|
2014
Q4 | $1.54M | Sell |
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|
2014
Q3 | $1.72M | Buy |
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|
2014
Q2 | $1.4M | Sell |
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|
2014
Q1 | $1.38M | Buy |
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|
2013
Q4 | $1.3M | Buy |
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|
2013
Q3 | $1.09M | Buy |
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|
2013
Q2 | $882K | Buy |
|