Capital Advisors Wealth Management’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 | $213K | Buy |
+301
| New | +$213K | 0.03% | 182 |
|
|
2023
Q4 | – | Sell |
-2,864
| Closed | -$927K | – | 147 |
|
|
2023
Q3 | $927K | Sell |
2,864
-116
| -4% | -$37.5K | 0.24% | 56 |
|
|
2023
Q2 | $961K | Buy |
2,980
+456
| +18% | +$147K | 0.25% | 57 |
|
|
2023
Q1 | $826K | Buy |
2,524
+60
| +2% | +$19.6K | 0.23% | 62 |
|
|
2022
Q4 | $846K | Buy |
2,464
+464
| +23% | +$159K | 0.26% | 53 |
|
|
2022
Q3 | $586K | Sell |
2,000
-179
| -8% | -$52.4K | 0.19% | 60 |
|
|
2022
Q2 | $647K | Buy |
2,179
+133
| +7% | +$39.5K | 0.21% | 55 |
|
|
2022
Q1 | $675K | Buy |
2,046
+23
| +1% | +$7.59K | 0.21% | 58 |
|
|
2021
Q4 | $774K | Buy |
2,023
+125
| +7% | +$47.8K | 0.24% | 58 |
|
|
2021
Q3 | $718K | Sell |
1,898
-762
| -29% | -$288K | 0.25% | 54 |
|
|
2021
Q2 | $1.01M | Buy |
2,660
+169
| +7% | +$64.2K | 0.37% | 43 |
|
|
2021
Q1 | $814K | Buy |
+2,491
| New | +$814K | 0.35% | 46 |
|