AFS
Aft Forsyth & Sober’s Goldman Sachs GS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.44M | Buy |
6,275
+150
| +2% | +$106K | 1.5% | 15 |
|
2025
Q1 | $3.35M | Buy |
6,125
+50
| +0.8% | +$27.3K | 1.17% | 22 |
|
2024
Q4 | $3.48M | Hold |
6,075
| – | – | 1.13% | 20 |
|
2024
Q3 | $3.01M | Hold |
6,075
| – | – | 0.99% | 24 |
|
2024
Q2 | $2.75M | Hold |
6,075
| – | – | 0.94% | 30 |
|
2024
Q1 | $2.54M | Sell |
6,075
-175
| -3% | -$73.1K | 0.89% | 32 |
|
2023
Q4 | $2.41M | Hold |
6,250
| – | – | 0.93% | 25 |
|
2023
Q3 | $2.02M | Hold |
6,250
| – | – | 0.85% | 30 |
|
2023
Q2 | $2.02M | Buy |
6,250
+175
| +3% | +$56.4K | 0.84% | 27 |
|
2023
Q1 | $1.99M | Sell |
6,075
-175
| -3% | -$57.2K | 1% | 22 |
|
2022
Q4 | $2.15M | Hold |
6,250
| – | – | 0.97% | 20 |
|
2022
Q3 | $1.83M | Hold |
6,250
| – | – | 0.89% | 25 |
|
2022
Q2 | $1.86M | Hold |
6,250
| – | – | 0.86% | 25 |
|
2022
Q1 | $2.06M | Hold |
6,250
| – | – | 0.81% | 29 |
|
2021
Q4 | $2.39M | Hold |
6,250
| – | – | 0.84% | 25 |
|
2021
Q3 | $2.36M | Buy |
6,250
+75
| +1% | +$28.4K | 0.89% | 20 |
|
2021
Q2 | $2.34M | Hold |
6,175
| – | – | 0.88% | 20 |
|
2021
Q1 | $2.02M | Buy |
6,175
+4,175
| +209% | +$1.37M | 0.83% | 21 |
|
2020
Q4 | $527K | Buy |
+2,000
| New | +$527K | 0.41% | 30 |
|