Capital Asset Advisory Services’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
$5.67M Buy
8,029
+427
+6% +$302K 0.27% 49
2025
Q1
$4.28M Sell
7,602
-509
-6% -$287K 0.22% 61
2024
Q4
$4.71M Buy
8,111
+3
+0% +$1.74K 0.23% 56
2024
Q3
$4.03M Buy
8,108
+112
+1% +$55.6K 0.2% 64
2024
Q2
$3.78M Buy
7,996
+2,298
+40% +$1.09M 0.21% 65
2024
Q1
$2.33M Buy
5,698
+994
+21% +$406K 0.13% 98
2023
Q4
$1.81M Buy
4,704
+674
+17% +$260K 0.11% 109
2023
Q3
$1.26M Buy
4,030
+861
+27% +$270K 0.09% 118
2023
Q2
$1.03M Buy
3,169
+332
+12% +$108K 0.07% 122
2023
Q1
$928K Buy
2,837
+381
+16% +$125K 0.07% 125
2022
Q4
$845K Buy
2,456
+771
+46% +$265K 0.07% 147
2022
Q3
$494K Buy
1,685
+832
+98% +$244K 0.06% 169
2022
Q2
$253K Buy
853
+10
+1% +$2.97K 0.03% 339
2022
Q1
$278K Sell
843
-327
-28% -$108K 0.03% 341
2021
Q4
$448K Buy
1,170
+435
+59% +$167K 0.05% 271
2021
Q3
$278K Buy
735
+83
+13% +$31.4K 0.03% 358
2021
Q2
$247K Sell
652
-160
-20% -$60.6K 0.03% 396
2021
Q1
$265K Buy
812
+19
+2% +$6.2K 0.04% 361
2020
Q4
$209K Buy
+793
New +$209K 0.04% 333