Aviso 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 | $3.64M | Buy |
5,138
+67
| +1% | +$47.4K | 1.7% | 13 |
|
|
2025
Q1 | $2.77M | Buy |
5,071
+2,406
| +90% | +$1.31M | 1.47% | 16 |
|
|
2024
Q4 | $1.53M | Sell |
2,665
-19
| -0.7% | -$10.9K | 0.78% | 35 |
|
|
2024
Q3 | $1.33M | Buy |
2,684
+40
| +2% | +$19.8K | 0.72% | 37 |
|
|
2024
Q2 | $1.2M | Sell |
2,644
-104
| -4% | -$47K | 0.71% | 37 |
|
|
2024
Q1 | $1.15M | Buy |
2,748
+46
| +2% | +$19.2K | 0.72% | 36 |
|
|
2023
Q4 | $1.04M | Buy |
+2,702
| New | +$1.04M | 0.76% | 35 |
|