AFT Forsyth & Company’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 | $1.15M | Buy |
1,624
+50
| +3% | +$35.4K | 0.59% | 35 |
|
2025
Q1 | $860K | Buy |
1,574
+59
| +4% | +$32.2K | 0.46% | 47 |
|
2024
Q4 | $868K | Hold |
1,515
| – | – | 0.43% | 50 |
|
2024
Q3 | $750K | Hold |
1,515
| – | – | 0.37% | 60 |
|
2024
Q2 | $685K | Buy |
1,515
+160
| +12% | +$72.4K | 0.34% | 64 |
|
2024
Q1 | $566K | Sell |
1,355
-220
| -14% | -$91.9K | 0.32% | 75 |
|
2023
Q4 | $608K | Hold |
1,575
| – | – | 0.38% | 67 |
|
2023
Q3 | $510K | Hold |
1,575
| – | – | 0.37% | 74 |
|
2023
Q2 | $508K | Hold |
1,575
| – | – | 0.36% | 74 |
|
2023
Q1 | $515K | Hold |
1,575
| – | – | 0.4% | 74 |
|
2022
Q4 | $541K | Hold |
1,575
| – | – | 0.46% | 65 |
|
2022
Q3 | $462K | Hold |
1,575
| – | – | 0.41% | 73 |
|
2022
Q2 | $468K | Sell |
1,575
-100
| -6% | -$29.7K | 0.38% | 77 |
|
2022
Q1 | $553K | Buy |
1,675
+85
| +5% | +$28.1K | 0.35% | 83 |
|
2021
Q4 | $608K | Buy |
1,590
+60
| +4% | +$22.9K | 0.31% | 92 |
|
2021
Q3 | $578K | Buy |
1,530
+115
| +8% | +$43.4K | 0.31% | 97 |
|
2021
Q2 | $537K | Buy |
1,415
+670
| +90% | +$254K | 0.29% | 105 |
|
2021
Q1 | $244K | Buy |
+745
| New | +$244K | 0.15% | 139 |
|
2019
Q2 | – | Sell |
-1,618
| Closed | -$311K | – | 146 |
|
2019
Q1 | $311K | Hold |
1,618
| – | – | 0.27% | 108 |
|
2018
Q4 | $270K | Sell |
1,618
-315
| -16% | -$52.6K | 0.27% | 112 |
|
2018
Q3 | $433K | Sell |
1,933
-25
| -1% | -$5.6K | 0.36% | 94 |
|
2018
Q2 | $432K | Hold |
1,958
| – | – | 0.38% | 91 |
|
2018
Q1 | $493K | Hold |
1,958
| – | – | 0.46% | 78 |
|
2017
Q4 | $499K | Buy |
+1,958
| New | +$499K | 0.49% | 70 |
|
2013
Q3 | $574K | Sell |
3,629
-3
| -0.1% | -$475 | 0.74% | 48 |
|
2013
Q2 | $549K | Buy |
+3,632
| New | +$549K | 0.78% | 43 |
|