Capital Advisors Wealth Management’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 | $242K | Buy |
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|
2025
Q2 | $213K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $927K | Sell |
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|
2023
Q2 | $961K | Buy |
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|
2023
Q1 | $826K | Buy |
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|
2022
Q4 | $846K | Buy |
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|
2022
Q3 | $586K | Sell |
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|
2022
Q2 | $647K | Buy |
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|
2022
Q1 | $675K | Buy |
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|
2021
Q4 | $774K | Buy |
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|
2021
Q3 | $718K | Sell |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $814K | Buy |
|