Caerus Investment Advisors’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$280K Buy
2023
Q2
Sell
2023
Q1
$493K Hold
2022
Q4
$517K Hold
2022
Q3
$442K Buy
2022
Q2
$299K Hold
2022
Q1
$311K Buy