American Trust’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 | $345K | Buy |
+488
| New | +$345K | 0.03% | 196 |
|
|
2025
Q1 | – | Sell |
-528
| Closed | -$302K | – | 184 |
|
|
2024
Q4 | $302K | Sell |
528
-37
| -7% | -$21.2K | 0.02% | 230 |
|
|
2024
Q3 | $280K | Sell |
565
-7
| -1% | -$3.47K | 0.02% | 193 |
|
|
2024
Q2 | $259K | Sell |
572
-8
| -1% | -$3.62K | 0.02% | 191 |
|
|
2024
Q1 | $242K | Sell |
580
-124
| -18% | -$51.8K | 0.02% | 226 |
|
|
2023
Q4 | $272K | Buy |
+704
| New | +$272K | 0.02% | 224 |
|
|
2023
Q3 | – | Sell |
-980
| Closed | -$316K | – | 336 |
|
|
2023
Q2 | $316K | Sell |
980
-40
| -4% | -$12.9K | 0.02% | 293 |
|
|
2023
Q1 | $334K | Buy |
1,020
+30
| +3% | +$9.81K | 0.02% | 286 |
|
|
2022
Q4 | $340K | Sell |
990
-40
| -4% | -$13.7K | 0.03% | 284 |
|
|
2022
Q3 | $302K | Sell |
1,030
-30
| -3% | -$8.8K | 0.03% | 294 |
|
|
2022
Q2 | $315K | Buy |
1,060
+90
| +9% | +$26.7K | 0.03% | 305 |
|
|
2022
Q1 | $320K | Sell |
970
-85
| -8% | -$28K | 0.02% | 337 |
|
|
2021
Q4 | $404K | Buy |
+1,055
| New | +$404K | 0.03% | 190 |
|