Annex Advisory Services’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 | $9.11M | Sell |
12,876
-1,885
| -13% | -$1.33M | 0.22% | 73 |
|
|
2025
Q1 | $8.06M | Buy |
14,761
+179
| +1% | +$97.8K | 0.23% | 71 |
|
|
2024
Q4 | $8.35M | Sell |
14,582
-3,615
| -20% | -$2.07M | 0.25% | 71 |
|
|
2024
Q3 | $9.01M | Sell |
18,197
-379
| -2% | -$188K | 0.29% | 64 |
|
|
2024
Q2 | $8.4M | Sell |
18,576
-546
| -3% | -$247K | 0.3% | 58 |
|
|
2024
Q1 | $7.99M | Sell |
19,122
-641
| -3% | -$268K | 0.28% | 63 |
|
|
2023
Q4 | $7.62M | Sell |
19,763
-1,146
| -5% | -$442K | 0.32% | 55 |
|
|
2023
Q3 | $6.77M | Buy |
20,909
+429
| +2% | +$139K | 0.41% | 56 |
|
|
2023
Q2 | $6.61M | Buy |
20,480
+539
| +3% | +$174K | 0.37% | 53 |
|
|
2023
Q1 | $6.52M | Sell |
19,941
-389
| -2% | -$127K | 0.35% | 47 |
|
|
2022
Q4 | $6.98M | Buy |
20,330
+3,987
| +24% | +$1.37M | 0.39% | 42 |
|
|
2022
Q3 | $4.79M | Buy |
16,343
+57
| +0.3% | +$16.7K | 0.32% | 54 |
|
|
2022
Q2 | $4.84M | Buy |
16,286
+490
| +3% | +$146K | 0.35% | 57 |
|
|
2022
Q1 | $5.21M | Buy |
15,796
+402
| +3% | +$133K | 0.38% | 51 |
|
|
2021
Q4 | $5.89M | Buy |
15,394
+893
| +6% | +$342K | 0.4% | 45 |
|
|
2021
Q3 | $5.48M | Buy |
14,501
+534
| +4% | +$202K | 0.45% | 38 |
|
|
2021
Q2 | $5.3M | Buy |
13,967
+427
| +3% | +$162K | 0.43% | 38 |
|
|
2021
Q1 | $4.43M | Sell |
13,540
-885
| -6% | -$289K | 0.43% | 39 |
|
|
2020
Q4 | $3.8M | Buy |
14,425
+764
| +6% | +$201K | 0.37% | 41 |
|
|
2020
Q3 | $2.75M | Buy |
13,661
+570
| +4% | +$115K | 0.35% | 35 |
|
|
2020
Q2 | $2.59M | Buy |
13,091
+1,127
| +9% | +$223K | 0.36% | 36 |
|
|
2020
Q1 | $1.85M | Buy |
11,964
+1,204
| +11% | +$186K | 0.26% | 39 |
|
|
2019
Q4 | $2.47M | Buy |
10,760
+188
| +2% | +$43.2K | 0.3% | 45 |
|
|
2019
Q3 | $2.19M | Buy |
+10,572
| New | +$2.19M | 0.29% | 40 |
|