Atria Wealth Solutions’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 | $4.59M | Sell |
6,474
-7,655
| -54% | -$5.43M | 0.1% | 230 |
|
2025
Q1 | $7.72M | Sell |
14,129
-3,219
| -19% | -$1.76M | 0.09% | 226 |
|
2024
Q4 | $9.93M | Buy |
17,348
+1,347
| +8% | +$771K | 0.11% | 193 |
|
2024
Q3 | $7.92M | Buy |
16,001
+916
| +6% | +$454K | 0.09% | 241 |
|
2024
Q2 | $6.82M | Buy |
15,085
+2,134
| +16% | +$965K | 0.08% | 263 |
|
2024
Q1 | $5.41M | Buy |
12,951
+947
| +8% | +$396K | 0.06% | 314 |
|
2023
Q4 | $4.63M | Buy |
12,004
+788
| +7% | +$304K | 0.06% | 336 |
|
2023
Q3 | $3.63M | Sell |
11,216
-597
| -5% | -$193K | 0.05% | 376 |
|
2023
Q2 | $3.81M | Buy |
11,813
+161
| +1% | +$51.9K | 0.05% | 364 |
|
2023
Q1 | $3.81M | Sell |
11,652
-1,497
| -11% | -$490K | 0.06% | 336 |
|
2022
Q4 | $4.52M | Buy |
13,149
+644
| +5% | +$221K | 0.07% | 273 |
|
2022
Q3 | $3.66M | Sell |
12,505
-923
| -7% | -$270K | 0.06% | 302 |
|
2022
Q2 | $3.99M | Buy |
13,428
+3,505
| +35% | +$1.04M | 0.07% | 259 |
|
2022
Q1 | $3.28M | Buy |
+9,923
| New | +$3.28M | 0.05% | 345 |
|