Annis Gardner Whiting Capital Advisors’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 | $3.13M | Buy |
4,418
+136
| +3% | +$96.3K | 1.08% | 13 |
|
|
2025
Q1 | $2.34M | Buy |
4,282
+3
| +0.1% | +$1.64K | 0.99% | 14 |
|
|
2024
Q4 | $2.45M | Buy |
4,279
+1
| +0% | +$573 | 0.69% | 20 |
|
|
2024
Q3 | $2.12M | Sell |
4,278
-119
| -3% | -$58.9K | 0.6% | 24 |
|
|
2024
Q2 | $1.99M | Buy |
4,397
+3,731
| +560% | +$1.69M | 0.57% | 23 |
|
|
2024
Q1 | $278K | Buy |
666
+23
| +4% | +$9.61K | 0.1% | 157 |
|
|
2023
Q4 | $248K | Hold |
643
| – | – | 0.11% | 136 |
|
|
2023
Q3 | $208K | Buy |
+643
| New | +$208K | 0.11% | 133 |
|