Baron Silver Stevens Financial 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 | $288K | Buy |
+407
| New | +$288K | 0.05% | 108 |
|
|
2023
Q4 | – | Sell |
-700
| Closed | -$226K | – | 109 |
|
|
2023
Q3 | $226K | Hold |
700
| – | – | 0.05% | 96 |
|
|
2023
Q2 | $226K | Hold |
700
| – | – | 0.05% | 101 |
|
|
2023
Q1 | $229K | Hold |
700
| – | – | 0.06% | 95 |
|
|
2022
Q4 | $240K | Buy |
+700
| New | +$240K | 0.06% | 85 |
|
|
2022
Q3 | – | Sell |
-800
| Closed | -$237K | – | 119 |
|
|
2022
Q2 | $237K | Buy |
800
+100
| +14% | +$29.6K | 0.06% | 91 |
|
|
2022
Q1 | $230K | Buy |
+700
| New | +$230K | 0.05% | 87 |
|
|
2021
Q1 | – | Sell |
-135
| Closed | -$35K | – | 214 |
|
|
2020
Q4 | $35K | Buy |
+135
| New | +$35K | 0.01% | 160 |
|