Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.79M | Sell |
4,869
-8
| -0.2% | -$4.58K | 0.39% | 67 |
|
|
2024
Q3 | $2.41M | Buy |
4,877
+579
| +13% | +$287K | 0.34% | 80 |
|
|
2024
Q2 | $1.94M | Sell |
4,298
-50
| -1% | -$22.6K | 0.28% | 90 |
|
|
2024
Q1 | $1.82M | Sell |
4,348
-87
| -2% | -$36.3K | 0.28% | 94 |
|
|
2023
Q4 | $1.71M | Buy |
4,435
+29
| +0.7% | +$11.2K | 0.29% | 98 |
|
|
2023
Q3 | $1.43M | Sell |
4,406
-99
| -2% | -$32K | 0.27% | 98 |
|
|
2023
Q2 | $1.45M | Sell |
4,505
-65
| -1% | -$21K | 0.26% | 102 |
|
|
2023
Q1 | $1.49M | Sell |
4,570
-2,108
| -32% | -$690K | 0.29% | 96 |
|
|
2022
Q4 | $2.29M | Buy |
6,678
+65
| +1% | +$22.3K | 0.48% | 61 |
|
|
2022
Q3 | $1.94M | Buy |
6,613
+319
| +5% | +$93.5K | 0.44% | 66 |
|
|
2022
Q2 | $1.87M | Sell |
6,294
-850
| -12% | -$252K | 0.41% | 77 |
|
|
2022
Q1 | $2.36M | Buy |
7,144
+136
| +2% | +$44.9K | 0.43% | 74 |
|
|
2021
Q4 | $2.68M | Buy |
7,008
+170
| +2% | +$65K | 0.45% | 85 |
|
|
2021
Q3 | $2.59M | Buy |
+6,838
| New | +$2.59M | 0.47% | 84 |
|
|
2020
Q1 | – | Sell |
-16,146
| Closed | -$3.71M | – | 146 |
|
|
2019
Q4 | $3.71M | Buy |
16,146
+162
| +1% | +$37.2K | 0.95% | 33 |
|
|
2019
Q3 | $3.31M | Buy |
15,984
+211
| +1% | +$43.7K | 0.91% | 40 |
|
|
2019
Q2 | $3.23M | Buy |
+15,773
| New | +$3.23M | 0.9% | 40 |
|
|
2018
Q4 | – | Sell |
-15,091
| Closed | -$3.38M | – | 163 |
|
|
2018
Q3 | $3.38M | Buy |
15,091
+4,832
| +47% | +$1.08M | 0.96% | 33 |
|
|
2018
Q2 | $2.26M | Buy |
+10,259
| New | +$2.26M | 0.71% | 70 |
|