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