WF
WoodTrust Financial’s Goldman Sachs GS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.3M | Sell |
15,974
-82
| -0.5% | -$58K | 1.44% | 21 |
|
2025
Q1 | $8.77M | Sell |
16,056
-417
| -3% | -$228K | 1.23% | 27 |
|
2024
Q4 | $9.43M | Sell |
16,473
-133
| -0.8% | -$76.2K | 1.33% | 25 |
|
2024
Q3 | $8.22M | Buy |
16,606
+241
| +1% | +$119K | 1.17% | 27 |
|
2024
Q2 | $7.4M | Sell |
16,365
-216
| -1% | -$97.7K | 1.15% | 26 |
|
2024
Q1 | $6.93K | Sell |
16,581
-169
| -1% | -$71 | 1.1% | 28 |
|
2023
Q4 | $6.46M | Buy |
16,750
+514
| +3% | +$198K | 1.1% | 27 |
|
2023
Q3 | $5.25M | Buy |
16,236
+1,061
| +7% | +$343K | 1% | 33 |
|
2023
Q2 | $4.9M | Buy |
15,175
+327
| +2% | +$105K | 0.91% | 34 |
|
2023
Q1 | $4.86M | Buy |
14,848
+335
| +2% | +$110K | 0.94% | 35 |
|
2022
Q4 | $4.98M | Sell |
14,513
-344
| -2% | -$118K | 1.03% | 33 |
|
2022
Q3 | $4.35M | Buy |
14,857
+442
| +3% | +$130K | 0.98% | 35 |
|
2022
Q2 | $4.28M | Buy |
14,415
+528
| +4% | +$157K | 0.96% | 36 |
|
2022
Q1 | $4.58M | Buy |
13,887
+573
| +4% | +$189K | 0.93% | 33 |
|
2021
Q4 | $5.09M | Buy |
13,314
+432
| +3% | +$165K | 1.05% | 32 |
|
2021
Q3 | $4.87M | Buy |
12,882
+549
| +4% | +$208K | 1.14% | 31 |
|
2021
Q2 | $4.68M | Sell |
12,333
-40
| -0.3% | -$15.2K | 1.24% | 30 |
|
2021
Q1 | $4.05M | Sell |
12,373
-665
| -5% | -$217K | 1.19% | 30 |
|
2020
Q4 | $3.44M | Buy |
13,038
+337
| +3% | +$88.9K | 1.07% | 33 |
|
2020
Q3 | $2.55M | Buy |
12,701
+551
| +5% | +$111K | 0.92% | 36 |
|
2020
Q2 | $2.4M | Buy |
12,150
+2,826
| +30% | +$558K | 0.96% | 35 |
|
2020
Q1 | $1.44M | Sell |
9,324
-1,501
| -14% | -$232K | 0.68% | 39 |
|
2019
Q4 | $2.49M | Buy |
10,825
+58
| +0.5% | +$13.3K | 0.98% | 37 |
|
2019
Q3 | $2.23M | Buy |
10,767
+318
| +3% | +$65.9K | 0.96% | 37 |
|
2019
Q2 | $2.14M | Buy |
10,449
+451
| +5% | +$92.3K | 0.96% | 35 |
|
2019
Q1 | $1.92M | Buy |
+9,998
| New | +$1.92M | 0.92% | 38 |
|