Arax Advisory Partners’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 | $1.18M | Buy |
1,662
+784
| +89% | +$555K | 0.05% | 230 |
|
2025
Q1 | $480K | Buy |
878
+205
| +30% | +$112K | 0.03% | 325 |
|
2024
Q4 | $385K | Buy |
673
+147
| +28% | +$84.2K | 0.02% | 347 |
|
2024
Q3 | $260K | Sell |
526
-158
| -23% | -$78.2K | 0.02% | 301 |
|
2024
Q2 | $309K | Buy |
684
+146
| +27% | +$66K | 0.03% | 262 |
|
2024
Q1 | $225K | Hold |
538
| – | – | 0.02% | 280 |
|
2023
Q4 | $207K | Sell |
538
-5
| -0.9% | -$1.93K | 0.02% | 285 |
|
2023
Q3 | $176K | Buy |
543
+14
| +3% | +$4.53K | 0.02% | 275 |
|
2023
Q2 | $170K | Buy |
529
+7
| +1% | +$2.26K | 0.02% | 267 |
|
2023
Q1 | $171K | Sell |
522
-5
| -0.9% | -$1.63K | 0.02% | 261 |
|
2022
Q4 | $181K | Sell |
527
-7
| -1% | -$2.41K | 0.03% | 239 |
|
2022
Q3 | $157K | Buy |
534
+475
| +805% | +$140K | 0.02% | 236 |
|
2022
Q2 | $17K | Hold |
59
| – | – | ﹤0.01% | 579 |
|
2022
Q1 | $19K | Buy |
59
+29
| +97% | +$9.34K | ﹤0.01% | 578 |
|
2021
Q4 | $12K | Hold |
30
| – | – | ﹤0.01% | 629 |
|
2021
Q3 | $11K | Hold |
30
| – | – | ﹤0.01% | 631 |
|
2021
Q2 | $11K | Buy |
+30
| New | +$11K | ﹤0.01% | 650 |
|
2020
Q1 | – | Sell |
-560
| Closed | -$129K | – | 693 |
|
2019
Q4 | $129K | Sell |
560
-24
| -4% | -$5.53K | 0.04% | 218 |
|
2019
Q3 | $121K | Hold |
584
| – | – | 0.04% | 217 |
|
2019
Q2 | $119K | Buy |
+584
| New | +$119K | 0.04% | 208 |
|
2018
Q4 | $177K | Buy |
1,061
+321
| +43% | +$53.6K | 0.07% | 136 |
|
2018
Q3 | $166K | Buy |
740
+11
| +2% | +$2.47K | 0.07% | 134 |
|
2018
Q2 | $160K | Buy |
729
+119
| +20% | +$26.1K | 0.07% | 112 |
|
2018
Q1 | $153K | Sell |
610
-520
| -46% | -$130K | 0.08% | 100 |
|
2017
Q4 | $288K | Buy |
1,130
+2
| +0.2% | +$510 | 0.12% | 67 |
|
2017
Q3 | $267K | Buy |
1,128
+531
| +89% | +$126K | 0.13% | 68 |
|
2017
Q2 | $132K | Buy |
597
+179
| +43% | +$39.6K | 0.06% | 129 |
|
2017
Q1 | $96K | Buy |
418
+236
| +130% | +$54.2K | 0.05% | 133 |
|
2016
Q4 | $44K | Buy |
+182
| New | +$44K | 0.02% | 185 |
|