AF
Apexium Financial’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.83M | Buy |
5,407
+4
| +0.1% | +$2.83K | 0.2% | 59 |
|
|
2025
Q1 | $2.95M | Buy |
5,403
+154
| +3% | +$84.1K | 0.18% | 62 |
|
|
2024
Q4 | $3.01M | Buy |
5,249
+4
| +0.1% | +$2.29K | 0.18% | 58 |
|
|
2024
Q3 | $2.6M | Hold |
5,245
| – | – | 0.17% | 54 |
|
|
2024
Q2 | $2.37M | Hold |
5,245
| – | – | 0.17% | 52 |
|
|
2024
Q1 | $2.19M | Sell |
5,245
-427
| -8% | -$178K | 0.17% | 55 |
|
|
2023
Q4 | $2.19M | Buy |
5,672
+378
| +7% | +$146K | 0.16% | 68 |
|
|
2023
Q3 | $1.71M | Hold |
5,294
| – | – | 0.17% | 59 |
|
|
2023
Q2 | $1.71M | Sell |
5,294
-45
| -0.8% | -$14.5K | 0.15% | 63 |
|
|
2023
Q1 | $1.75M | Buy |
5,339
+50
| +0.9% | +$16.4K | 0.17% | 60 |
|
|
2022
Q4 | $1.82M | Hold |
5,289
| – | – | 0.19% | 56 |
|
|
2022
Q3 | $1.55M | Buy |
5,289
+1,851
| +54% | +$542K | 0.19% | 54 |
|
|
2022
Q2 | $1.02M | Hold |
3,438
| – | – | 0.59% | 32 |
|
|
2022
Q1 | $1.32M | Hold |
3,438
| – | – | 0.69% | 28 |
|
|
2021
Q4 | $1.32M | Hold |
3,438
| – | – | 0.68% | 28 |
|
|
2021
Q3 | $1.3M | Buy |
+3,438
| New | +$1.3M | 0.75% | 28 |
|