AAS
Avantax Advisory Services’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18M | Buy |
25,459
+2,001
| +9% | +$1.42M | 0.1% | 160 |
|
|
2025
Q1 | $12.8M | Buy |
23,458
+1,635
| +7% | +$893K | 0.08% | 201 |
|
|
2024
Q4 | $12.5M | Buy |
21,823
+846
| +4% | +$484K | 0.08% | 188 |
|
|
2024
Q3 | $10.4M | Buy |
20,977
+869
| +4% | +$430K | 0.07% | 211 |
|
|
2024
Q2 | $9.1M | Buy |
20,108
+5,366
| +36% | +$2.43M | 0.06% | 224 |
|
|
2024
Q1 | $6.16M | Buy |
14,742
+5,335
| +57% | +$2.23M | 0.05% | 261 |
|
|
2023
Q4 | $3.63M | Sell |
9,407
-101
| -1% | -$39K | 0.04% | 343 |
|
|
2023
Q3 | $3.08M | Sell |
9,508
-1,245
| -12% | -$403K | 0.03% | 353 |
|
|
2023
Q2 | $3.47M | Buy |
10,753
+812
| +8% | +$262K | 0.04% | 324 |
|
|
2023
Q1 | $3.25M | Buy |
9,941
+1,128
| +13% | +$369K | 0.04% | 329 |
|
|
2022
Q4 | $3.03M | Buy |
8,813
+459
| +5% | +$158K | 0.04% | 332 |
|
|
2022
Q3 | $2.45M | Buy |
8,354
+467
| +6% | +$137K | 0.04% | 339 |
|
|
2022
Q2 | $2.34M | Buy |
7,887
+471
| +6% | +$140K | 0.04% | 343 |
|
|
2022
Q1 | $2.45M | Buy |
7,416
+508
| +7% | +$168K | 0.03% | 333 |
|
|
2021
Q4 | $2.64M | Buy |
6,908
+41
| +0.6% | +$15.7K | 0.04% | 308 |
|
|
2021
Q3 | $2.6M | Buy |
6,867
+862
| +14% | +$327K | 0.04% | 293 |
|
|
2021
Q2 | $2.29M | Buy |
6,005
+615
| +11% | +$234K | 0.04% | 305 |
|
|
2021
Q1 | $1.76M | Buy |
5,390
+694
| +15% | +$227K | 0.04% | 313 |
|
|
2020
Q4 | $1.24M | Sell |
4,696
-5,889
| -56% | -$1.55M | 0.03% | 358 |
|
|
2020
Q3 | $2.13M | Buy |
10,585
+5,924
| +127% | +$1.19M | 0.03% | 354 |
|
|
2020
Q2 | $922K | Sell |
4,661
-125
| -3% | -$24.7K | 0.03% | 359 |
|
|
2020
Q1 | $743K | Buy |
4,786
+634
| +15% | +$98.4K | 0.02% | 351 |
|
|
2019
Q4 | $955K | Buy |
4,152
+630
| +18% | +$145K | 0.02% | 344 |
|
|
2019
Q3 | $731K | Buy |
3,522
+702
| +25% | +$146K | 0.03% | 261 |
|
|
2019
Q2 | $577K | Buy |
2,820
+240
| +9% | +$49.1K | 0.03% | 269 |
|
|
2019
Q1 | $495K | Buy |
2,580
+877
| +51% | +$168K | 0.03% | 277 |
|
|
2018
Q4 | $285K | Buy |
+1,703
| New | +$285K | 0.05% | 305 |
|