Arkadios Wealth 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
$6.15M Buy
8,691
+2,457
+39% +$1.74M 0.18% 122
2025
Q1
$3.41M Buy
6,234
+467
+8% +$255K 0.13% 182
2024
Q4
$3.3M Buy
5,767
+205
+4% +$117K 0.18% 118
2024
Q3
$2.75M Buy
5,562
+2,232
+67% +$1.11M 0.16% 134
2024
Q2
$1.51M Buy
3,330
+1,867
+128% +$845K 0.1% 207
2024
Q1
$611K Buy
1,463
+164
+13% +$68.5K 0.05% 346
2023
Q4
$501K Sell
1,299
-115
-8% -$44.4K 0.04% 366
2023
Q3
$458K Sell
1,414
-199
-12% -$64.4K 0.04% 359
2023
Q2
$520K Buy
1,613
+158
+11% +$51K 0.06% 295
2023
Q1
$476K Buy
1,455
+53
+4% +$17.3K 0.06% 313
2022
Q4
$481K Buy
1,402
+47
+3% +$16.1K 0.06% 291
2022
Q3
$397K Sell
1,355
-28
-2% -$8.2K 0.06% 316
2022
Q2
$411K Buy
1,383
+13
+0.9% +$3.86K 0.06% 327
2022
Q1
$452K Sell
1,370
-192
-12% -$63.3K 0.06% 334
2021
Q4
$598K Buy
1,562
+222
+17% +$85K 0.08% 284
2021
Q3
$506K Sell
1,340
-99
-7% -$37.4K 0.07% 286
2021
Q2
$546K Buy
1,439
+445
+45% +$169K 0.07% 308
2021
Q1
$325K Sell
994
-130
-12% -$42.5K 0.05% 332
2020
Q4
$296K Buy
1,124
+439
+64% +$116K 0.06% 263
2020
Q3
$141K Buy
685
+292
+74% +$60.2K 0.07% 234
2020
Q2
$84.1K Sell
393
-634
-62% -$136K 0.05% 282
2020
Q1
$159K Buy
1,027
+528
+106% +$81.6K 0.1% 170
2019
Q4
$119K Buy
+499
New +$119K 0.07% 210