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 |
|