Atria Investments’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 | $15.7M | Sell |
22,183
-3,087
| -12% | -$2.18M | 0.19% | 115 |
|
2025
Q1 | $13.8M | Buy |
25,270
+1,323
| +6% | +$723K | 0.18% | 122 |
|
2024
Q4 | $13.7M | Buy |
23,947
+2,478
| +12% | +$1.42M | 0.17% | 127 |
|
2024
Q3 | $10.6M | Buy |
21,469
+3,060
| +17% | +$1.52M | 0.13% | 171 |
|
2024
Q2 | $8.33M | Sell |
18,409
-970
| -5% | -$439K | 0.11% | 203 |
|
2024
Q1 | $8.09M | Buy |
19,379
+612
| +3% | +$256K | 0.11% | 212 |
|
2023
Q4 | $7.24M | Sell |
18,767
-231
| -1% | -$89.1K | 0.11% | 214 |
|
2023
Q3 | $6.15M | Buy |
18,998
+985
| +5% | +$319K | 0.11% | 229 |
|
2023
Q2 | $5.81M | Sell |
18,013
-440
| -2% | -$142K | 0.1% | 220 |
|
2023
Q1 | $6.04M | Buy |
18,453
+28
| +0.2% | +$9.16K | 0.11% | 216 |
|
2022
Q4 | $6.33M | Buy |
18,425
+3,630
| +25% | +$1.25M | 0.13% | 204 |
|
2022
Q3 | $4.34M | Buy |
14,795
+770
| +5% | +$226K | 0.1% | 261 |
|
2022
Q2 | $4.17M | Buy |
14,025
+1,363
| +11% | +$405K | 0.09% | 280 |
|
2022
Q1 | $4.18M | Buy |
12,662
+414
| +3% | +$137K | 0.07% | 323 |
|
2021
Q4 | $4.69M | Buy |
12,248
+1,462
| +14% | +$559K | 0.08% | 297 |
|
2021
Q3 | $4.08M | Buy |
10,786
+1,697
| +19% | +$641K | 0.07% | 314 |
|
2021
Q2 | $3.45M | Buy |
9,089
+2,384
| +36% | +$905K | 0.07% | 332 |
|
2021
Q1 | $2.19M | Sell |
6,705
-420
| -6% | -$137K | 0.05% | 424 |
|
2020
Q4 | $1.88M | Sell |
7,125
-54
| -0.8% | -$14.2K | 0.05% | 433 |
|
2020
Q3 | $1.44M | Buy |
7,179
+376
| +6% | +$75.6K | 0.04% | 440 |
|
2020
Q2 | $1.34M | Buy |
6,803
+1,576
| +30% | +$311K | 0.05% | 413 |
|
2020
Q1 | $808K | Sell |
5,227
-322
| -6% | -$49.8K | 0.06% | 261 |
|
2019
Q4 | $1.28M | Buy |
5,549
+2,144
| +63% | +$493K | 0.03% | 452 |
|
2019
Q3 | $706K | Buy |
3,405
+30
| +0.9% | +$6.22K | 0.03% | 506 |
|
2019
Q2 | $669K | Sell |
3,375
-733
| -18% | -$145K | 0.03% | 504 |
|
2019
Q1 | $789K | Buy |
4,108
+636
| +18% | +$122K | 0.03% | 418 |
|
2018
Q4 | $580K | Sell |
3,472
-1,119
| -24% | -$187K | 0.03% | 450 |
|
2018
Q3 | $1.03M | Sell |
4,591
-61
| -1% | -$13.7K | 0.04% | 384 |
|
2018
Q2 | $1.03M | Sell |
4,652
-549
| -11% | -$121K | 0.05% | 369 |
|
2018
Q1 | $1.31M | Sell |
5,201
-155
| -3% | -$39K | 0.06% | 287 |
|
2017
Q4 | $1.37M | Buy |
5,356
+79
| +1% | +$20.1K | 0.07% | 270 |
|
2017
Q3 | $1.25M | Buy |
5,277
+76
| +1% | +$18K | 0.07% | 261 |
|
2017
Q2 | $1.15M | Buy |
5,201
+1,028
| +25% | +$228K | 0.07% | 268 |
|
2017
Q1 | $959K | Buy |
4,173
+1,164
| +39% | +$268K | 0.06% | 271 |
|
2016
Q4 | $720K | Buy |
3,009
+712
| +31% | +$170K | 0.05% | 274 |
|
2016
Q3 | $370K | Buy |
2,297
+374
| +19% | +$60.2K | 0.03% | 361 |
|
2016
Q2 | $288K | Sell |
1,923
-462
| -19% | -$69.2K | 0.03% | 366 |
|
2016
Q1 | $374K | Buy |
2,385
+55
| +2% | +$8.63K | 0.04% | 321 |
|
2015
Q4 | $382K | Buy |
2,330
+964
| +71% | +$158K | 0.04% | 275 |
|
2015
Q3 | $237K | Sell |
1,366
-46
| -3% | -$7.98K | 0.03% | 302 |
|
2015
Q2 | $295K | Sell |
1,412
-131
| -8% | -$27.4K | 0.03% | 318 |
|
2015
Q1 | $290K | Sell |
1,543
-1,161
| -43% | -$218K | 0.03% | 326 |
|
2014
Q4 | $524K | Buy |
2,704
+122
| +5% | +$23.6K | 0.06% | 249 |
|
2014
Q3 | $474K | Sell |
2,582
-112
| -4% | -$20.6K | 0.05% | 282 |
|
2014
Q2 | $451K | Sell |
2,694
-516
| -16% | -$86.4K | 0.05% | 282 |
|
2014
Q1 | $526K | Sell |
3,210
-15
| -0.5% | -$2.46K | 0.05% | 283 |
|
2013
Q4 | $572K | Sell |
3,225
-327
| -9% | -$58K | 0.06% | 268 |
|
2013
Q3 | $562K | Buy |
3,552
+832
| +31% | +$132K | 0.06% | 260 |
|
2013
Q2 | $411K | Buy |
+2,720
| New | +$411K | 0.05% | 219 |
|