Avalon Trust’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 | $1.03M | Hold |
1,450
| – | – | 0.08% | 72 |
|
|
2025
Q1 | $792K | Sell |
1,450
-250
| -15% | -$137K | 0.06% | 78 |
|
|
2024
Q4 | $973K | Hold |
1,700
| – | – | 0.07% | 75 |
|
|
2024
Q3 | $842K | Hold |
1,700
| – | – | 0.06% | 73 |
|
|
2024
Q2 | $769K | Hold |
1,700
| – | – | 0.06% | 76 |
|
|
2024
Q1 | $710K | Sell |
1,700
-150
| -8% | -$62.7K | 0.06% | 80 |
|
|
2023
Q4 | $714K | Hold |
1,850
| – | – | 0.07% | 72 |
|
|
2023
Q3 | $599K | Sell |
1,850
-200
| -10% | -$64.7K | 0.06% | 75 |
|
|
2023
Q2 | $661K | Hold |
2,050
| – | – | 0.06% | 76 |
|
|
2023
Q1 | $671K | Buy |
+2,050
| New | +$671K | 0.07% | 75 |
|