Athena Investment Management’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
$717K Sell
1,013
-81
-7% -$57.3K 0.4% 62
2025
Q1
$598K Sell
1,094
-201
-16% -$110K 0.36% 65
2024
Q4
$742K Sell
1,295
-181
-12% -$104K 0.43% 57
2024
Q3
$731K Sell
1,476
-3
-0.2% -$1.49K 0.42% 59
2024
Q2
$669K Sell
1,479
-7
-0.5% -$3.17K 0.41% 59
2024
Q1
$621K Hold
1,486
0.37% 67
2023
Q4
$573K Hold
1,486
0.37% 66
2023
Q3
$481K Hold
1,486
0.34% 68
2023
Q2
$479K Sell
1,486
-6
-0.4% -$1.94K 0.33% 71
2023
Q1
$488K Hold
1,492
0.35% 67
2022
Q4
$512K Hold
1,492
0.38% 63
2022
Q3
$437K Hold
1,492
0.37% 65
2022
Q2
$443K Sell
1,492
-1
-0.1% -$297 0.35% 66
2022
Q1
$490K Buy
+1,493
New +$490K 0.38% 61