Bell Investment 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 | $175K | Buy |
247
+24
| +11% | +$17K | 0.03% | 122 |
|
|
2025
Q1 | $122K | Buy |
223
+4
| +2% | +$2.19K | 0.02% | 132 |
|
|
2024
Q4 | $125K | Sell |
219
-3
| -1% | -$1.72K | 0.02% | 129 |
|
|
2024
Q3 | $110K | Hold |
222
| – | – | 0.02% | 141 |
|
|
2024
Q2 | $100K | Hold |
222
| – | – | 0.02% | 137 |
|
|
2024
Q1 | $92.7K | Buy |
222
+1
| +0.5% | +$418 | 0.02% | 142 |
|
|
2023
Q4 | $85.3K | Buy |
221
+24
| +12% | +$9.26K | 0.02% | 147 |
|
|
2023
Q3 | $63.7K | Sell |
197
-26
| -12% | -$8.41K | 0.01% | 158 |
|
|
2023
Q2 | $71.9K | Buy |
223
+10
| +5% | +$3.23K | 0.02% | 139 |
|
|
2023
Q1 | $69.7K | Sell |
213
-5
| -2% | -$1.64K | 0.02% | 135 |
|
|
2022
Q4 | $74.9K | Buy |
218
+25
| +13% | +$8.59K | 0.02% | 124 |
|
|
2022
Q3 | $57K | Buy |
193
+49
| +34% | +$14.5K | 0.02% | 122 |
|
|
2022
Q2 | $43K | Buy |
+144
| New | +$43K | 0.01% | 152 |
|
|
2021
Q4 | $62K | Buy |
162
+5
| +3% | +$1.91K | 0.02% | 135 |
|
|
2021
Q3 | $59K | Buy |
+157
| New | +$59K | 0.02% | 124 |
|