B.O.S.S. Retirement Advisors’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 | $309K | Buy |
436
+8
| +2% | +$5.67K | 0.08% | 147 |
|
2025
Q1 | $234K | Sell |
428
-39
| -8% | -$21.3K | 0.07% | 158 |
|
2024
Q4 | $268K | Sell |
467
-10,240
| -96% | -$5.87M | 0.07% | 150 |
|
2024
Q3 | $5.3M | Buy |
10,707
+1,684
| +19% | +$834K | 1.07% | 28 |
|
2024
Q2 | $4.08M | Buy |
9,023
+2,606
| +41% | +$1.18M | 1.04% | 26 |
|
2024
Q1 | $2.48M | Sell |
6,417
-946
| -13% | -$365K | 0.95% | 36 |
|
2023
Q4 | $2.84M | Buy |
7,363
+534
| +8% | +$206K | 0.55% | 45 |
|
2023
Q3 | $2.21M | Buy |
6,829
+520
| +8% | +$168K | 0.48% | 62 |
|
2023
Q2 | $2.03M | Buy |
6,309
+287
| +5% | +$92.6K | 0.43% | 70 |
|
2023
Q1 | $1.97M | Buy |
6,022
+36
| +0.6% | +$11.8K | 0.46% | 78 |
|
2022
Q4 | $2.06M | Buy |
+5,986
| New | +$2.06M | 0.53% | 66 |
|