Beacon Financial Advisory’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 | $1.52M | Sell |
2,154
-39
| -2% | -$27.6K | 0.39% | 57 |
|
|
2025
Q1 | $1.2M | Sell |
2,193
-65
| -3% | -$35.5K | 0.36% | 70 |
|
|
2024
Q4 | $1.29M | Hold |
2,258
| – | – | 0.42% | 56 |
|
|
2024
Q3 | $1.12M | Sell |
2,258
-653
| -22% | -$323K | 0.38% | 66 |
|
|
2024
Q2 | $1.32M | Buy |
2,911
+1,193
| +69% | +$540K | 0.49% | 47 |
|
|
2024
Q1 | $718K | Buy |
1,718
+9
| +0.5% | +$3.76K | 0.35% | 92 |
|
|
2023
Q4 | $659K | Sell |
1,709
-20
| -1% | -$7.72K | 0.32% | 94 |
|
|
2023
Q3 | $559K | Buy |
1,729
+670
| +63% | +$217K | 0.31% | 103 |
|
|
2023
Q2 | $342K | Buy |
1,059
+273
| +35% | +$88.1K | 0.2% | 152 |
|
|
2023
Q1 | $257K | Buy |
786
+15
| +2% | +$4.91K | 0.16% | 166 |
|
|
2022
Q4 | $265K | Sell |
771
-315
| -29% | -$108K | 0.19% | 150 |
|
|
2022
Q3 | $318K | Sell |
1,086
-39
| -3% | -$11.4K | 0.23% | 138 |
|
|
2022
Q2 | $334K | Buy |
1,125
+18
| +2% | +$5.34K | 0.19% | 153 |
|
|
2022
Q1 | $365K | Sell |
1,107
-25
| -2% | -$8.24K | 0.17% | 152 |
|
|
2021
Q4 | $433K | Buy |
1,132
+80
| +8% | +$30.6K | 0.2% | 144 |
|
|
2021
Q3 | $398K | Hold |
1,052
| – | – | 0.21% | 143 |
|
|
2021
Q2 | $399K | Buy |
1,052
+270
| +35% | +$102K | 0.21% | 144 |
|
|
2021
Q1 | $256K | Buy |
+782
| New | +$256K | 0.15% | 176 |
|