Beacon Financial Advisory’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.72M | Buy |
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|
2025
Q2 | $1.52M | Sell |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.29M | Hold |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.32M | Buy |
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|
2024
Q1 | $718K | Buy |
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|
2023
Q4 | $659K | Sell |
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|
2023
Q3 | $559K | Buy |
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|
2023
Q2 | $342K | Buy |
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|
2023
Q1 | $257K | Buy |
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|
2022
Q4 | $265K | Sell |
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|
2022
Q3 | $318K | Sell |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $365K | Sell |
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|
2021
Q4 | $433K | Buy |
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|
2021
Q3 | $398K | Hold |
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|
2021
Q2 | $399K | Buy |
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|
2021
Q1 | $256K | Buy |
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