Atlas Capital 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 | $15.6K | Sell |
22
-269
| -92% | -$190K | ﹤0.01% | 736 |
|
2025
Q1 | $159K | Sell |
291
-27
| -8% | -$14.8K | 0.02% | 442 |
|
2024
Q4 | $182K | Hold |
318
| – | – | 0.02% | 406 |
|
2024
Q3 | $157K | Sell |
318
-166
| -34% | -$82.2K | 0.02% | 414 |
|
2024
Q2 | $219K | Hold |
484
| – | – | 0.03% | 370 |
|
2024
Q1 | $202K | Hold |
484
| – | – | 0.03% | 365 |
|
2023
Q4 | $187K | Sell |
484
-225
| -32% | -$86.8K | 0.03% | 381 |
|
2023
Q3 | $229K | Buy |
709
+450
| +174% | +$146K | 0.04% | 330 |
|
2023
Q2 | $83.5K | Sell |
259
-70
| -21% | -$22.6K | 0.01% | 500 |
|
2023
Q1 | $108K | Sell |
329
-3,498
| -91% | -$1.14M | 0.02% | 453 |
|
2022
Q4 | $1.31M | Buy |
3,827
+3,801
| +14,619% | +$1.31M | 0.22% | 90 |
|
2022
Q3 | $7.62K | Sell |
26
-75
| -74% | -$22K | ﹤0.01% | 739 |
|
2022
Q2 | $30K | Sell |
101
-910
| -90% | -$270K | 0.01% | 629 |
|
2022
Q1 | $334K | Sell |
1,011
-2,107
| -68% | -$696K | 0.05% | 272 |
|
2021
Q4 | $1.19M | Sell |
3,118
-722
| -19% | -$276K | 0.18% | 99 |
|
2021
Q3 | $1.45M | Buy |
3,840
+3,786
| +7,011% | +$1.43M | 0.23% | 87 |
|
2021
Q2 | $20.5K | Buy |
54
+14
| +35% | +$5.31K | ﹤0.01% | 648 |
|
2021
Q1 | $13.1K | Buy |
+40
| New | +$13.1K | ﹤0.01% | 643 |
|
2020
Q2 | – | Sell |
-352
| Closed | -$54.4K | – | 699 |
|
2020
Q1 | $54.4K | Sell |
352
-600
| -63% | -$92.8K | 0.02% | 427 |
|
2019
Q4 | $219K | Buy |
952
+100
| +12% | +$23K | 0.05% | 306 |
|
2019
Q3 | $177K | Sell |
852
-200
| -19% | -$41.4K | 0.05% | 338 |
|
2019
Q2 | $215K | Hold |
1,052
| – | – | 0.07% | 282 |
|
2019
Q1 | $202K | Hold |
1,052
| – | – | 0.07% | 265 |
|
2018
Q4 | $176K | Hold |
1,052
| – | – | 0.07% | 274 |
|
2018
Q3 | $240K | Hold |
1,052
| – | – | 0.08% | 266 |
|
2018
Q2 | $243K | Hold |
1,052
| – | – | 0.09% | 245 |
|
2018
Q1 | $265K | Buy |
+1,052
| New | +$265K | 0.08% | 256 |
|