Adell Harriman & Carpenter’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
$15.1M Sell
2025
Q1
$11.9M Buy
2024
Q4
$12.3M Buy
2024
Q3
$10.5M Sell
2024
Q2
$10M Sell
2024
Q1
$9.84M Buy
2023
Q4
$8.94M Sell
2023
Q3
$7.99M Sell
2023
Q2
$8.09M Sell
2023
Q1
$8.28M Sell
2022
Q4
$8.97M Buy
2022
Q3
$7.48M Buy
2022
Q2
$7.09M Buy
2022
Q1
$7.33M Sell
2021
Q4
$9.26M Buy
2021
Q3
$8.72M Buy
2021
Q2
$8.53M Buy
2021
Q1
$6.45M Buy
2020
Q4
$3.75M Buy
2020
Q3
$408K Buy