AO
Advisor OS’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Buy |
502
+29
| +6% | +$20.5K | 0.04% | 317 |
|
|
2025
Q1 | $259K | Buy |
473
+24
| +5% | +$13.1K | 0.03% | 358 |
|
|
2024
Q4 | $257K | Buy |
+449
| New | +$257K | 0.03% | 353 |
|
|
2024
Q1 | – | Sell |
-724
| Closed | -$279K | – | 396 |
|
|
2023
Q4 | $279K | Buy |
+724
| New | +$279K | 0.04% | 272 |
|
|
2022
Q1 | – | Sell |
-1,271
| Closed | -$486K | – | 219 |
|
|
2021
Q4 | $486K | Hold |
1,271
| – | – | 0.1% | 169 |
|
|
2021
Q3 | $480K | Hold |
1,271
| – | – | 0.1% | 155 |
|
|
2021
Q2 | $482K | Hold |
1,271
| – | – | 0.1% | 144 |
|
|
2021
Q1 | $416K | Hold |
1,271
| – | – | 0.09% | 128 |
|
|
2020
Q4 | $335K | Buy |
+1,271
| New | +$335K | 0.09% | 102 |
|