Apriem 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 | $10.8M | Buy |
15,238
+14,519
| +2,019% | +$10.3M | 1.15% | 21 |
|
|
2025
Q1 | $393K | Buy |
719
+228
| +46% | +$125K | 0.05% | 121 |
|
|
2024
Q4 | $281K | Buy |
491
+10
| +2% | +$5.73K | 0.03% | 149 |
|
|
2024
Q3 | $238K | Hold |
481
| – | – | 0.03% | 157 |
|
|
2024
Q2 | $218K | Hold |
481
| – | – | 0.03% | 161 |
|
|
2024
Q1 | $201K | Sell |
481
-86
| -15% | -$35.9K | 0.03% | 165 |
|
|
2023
Q4 | $219K | Buy |
+567
| New | +$219K | 0.03% | 142 |
|
|
2023
Q1 | – | Sell |
-594
| Closed | -$204K | – | 153 |
|
|
2022
Q4 | $204K | Sell |
594
-149
| -20% | -$51.2K | 0.04% | 135 |
|
|
2022
Q3 | $218K | Sell |
743
-67
| -8% | -$19.7K | 0.04% | 127 |
|
|
2022
Q2 | $241K | Sell |
810
-8
| -1% | -$2.38K | 0.04% | 119 |
|
|
2022
Q1 | $270K | Buy |
818
+130
| +19% | +$42.9K | 0.04% | 124 |
|
|
2021
Q4 | $263K | Hold |
688
| – | – | 0.04% | 125 |
|
|
2021
Q3 | $260K | Sell |
688
-200
| -23% | -$75.6K | 0.04% | 128 |
|
|
2021
Q2 | $337K | Buy |
888
+137
| +18% | +$52K | 0.05% | 113 |
|
|
2021
Q1 | $246K | Buy |
+751
| New | +$246K | 0.04% | 129 |
|
|
2018
Q3 | – | Sell |
-581
| Closed | -$128K | – | 230 |
|
|
2018
Q2 | $128K | Buy |
+581
| New | +$128K | 0.03% | 152 |
|
|
2017
Q2 | – | Sell |
-1,046
| Closed | -$240K | – | 295 |
|
|
2017
Q1 | $240K | Buy |
1,046
+500
| +92% | +$115K | 0.07% | 113 |
|
|
2016
Q4 | $131K | Buy |
546
+266
| +95% | +$63.8K | 0.04% | 143 |
|
|
2016
Q3 | $45K | Sell |
280
-288
| -51% | -$46.3K | 0.01% | 234 |
|
|
2016
Q2 | $84K | Buy |
568
+301
| +113% | +$44.5K | 0.03% | 176 |
|
|
2016
Q1 | $42K | Sell |
267
-28
| -9% | -$4.4K | 0.02% | 225 |
|
|
2015
Q4 | $53K | Buy |
295
+143
| +94% | +$25.7K | 0.02% | 198 |
|
|
2015
Q3 | $26K | Buy |
152
+2
| +1% | +$342 | 0.01% | 259 |
|
|
2015
Q2 | $31K | Buy |
150
+49
| +49% | +$10.1K | 0.01% | 253 |
|
|
2015
Q1 | $19K | Hold |
101
| – | – | 0.01% | 324 |
|
|
2014
Q4 | $19K | Sell |
101
-57
| -36% | -$10.7K | 0.01% | 301 |
|
|
2014
Q3 | $29K | Sell |
158
-800
| -84% | -$147K | 0.01% | 256 |
|
|
2014
Q2 | $160K | Buy |
958
+1
| +0.1% | +$167 | 0.06% | 125 |
|
|
2014
Q1 | $157K | Hold |
957
| – | – | 0.06% | 130 |
|
|
2013
Q4 | $170K | Buy |
957
+1
| +0.1% | +$178 | 0.07% | 118 |
|
|
2013
Q3 | $151K | Sell |
956
-100
| -9% | -$15.8K | 0.07% | 120 |
|
|
2013
Q2 | $160K | Buy |
+1,056
| New | +$160K | 0.08% | 115 |
|