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