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 |
|