Atticus Wealth 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 | $440K | Buy |
621
+241
| +63% | +$171K | 0.12% | 96 |
|
|
2025
Q1 | $208K | Hold |
380
| – | – | 0.07% | 116 |
|
|
2024
Q4 | $218K | Hold |
380
| – | – | 0.07% | 112 |
|
|
2024
Q3 | $188K | Hold |
380
| – | – | 0.06% | 120 |
|
|
2024
Q2 | $172K | Hold |
380
| – | – | 0.06% | 124 |
|
|
2024
Q1 | $159K | Hold |
380
| – | – | 0.05% | 130 |
|
|
2023
Q4 | $147K | Buy |
380
+30
| +9% | +$11.6K | 0.05% | 135 |
|
|
2023
Q3 | $113K | Hold |
350
| – | – | 0.04% | 163 |
|
|
2023
Q2 | $113K | Hold |
350
| – | – | 0.04% | 169 |
|
|
2023
Q1 | $114K | Buy |
350
+30
| +9% | +$9.81K | 0.04% | 161 |
|
|
2022
Q4 | $110K | Buy |
+320
| New | +$110K | 0.05% | 172 |
|
|
2020
Q1 | – | Sell |
-4
| Closed | -$1K | – | 360 |
|
|
2019
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 326 |
|