Cape Investment 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 | $210K | Buy |
297
+6
| +2% | +$4.25K | 0.08% | 181 |
|
|
2025
Q1 | $159K | Hold |
291
| – | – | 0.06% | 195 |
|
|
2024
Q4 | $166K | Sell |
291
-33
| -10% | -$18.9K | 0.07% | 187 |
|
|
2024
Q3 | $160K | Buy |
324
+1
| +0.3% | +$495 | 0.07% | 191 |
|
|
2024
Q2 | $146K | Buy |
323
+5
| +2% | +$2.26K | 0.07% | 185 |
|
|
2024
Q1 | $133K | Buy |
318
+11
| +4% | +$4.6K | 0.06% | 184 |
|
|
2023
Q4 | $118K | Buy |
307
+1
| +0.3% | +$386 | 0.06% | 202 |
|
|
2023
Q3 | $99K | Sell |
306
-116
| -27% | -$37.5K | 0.06% | 209 |
|
|
2023
Q2 | $136K | Buy |
422
+2
| +0.5% | +$645 | 0.08% | 176 |
|
|
2023
Q1 | $137K | Buy |
+420
| New | +$137K | 0.08% | 165 |
|