Cary Street Partners 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 | $505K | Buy |
714
+97
| +16% | +$68.7K | 0.24% | 100 |
|
|
2025
Q1 | $337K | Buy |
617
+56
| +10% | +$30.6K | 0.19% | 135 |
|
|
2024
Q4 | $321K | Sell |
561
-17,635
| -97% | -$10.1M | 0.21% | 119 |
|
|
2024
Q3 | $9.01M | Sell |
18,196
-528
| -3% | -$261K | 0.33% | 77 |
|
|
2024
Q2 | $8.47M | Sell |
18,724
-674
| -3% | -$305K | 0.34% | 74 |
|
|
2024
Q1 | $8.1M | Sell |
19,398
-1,543
| -7% | -$644K | 0.34% | 82 |
|
|
2023
Q4 | $8.08M | Buy |
20,941
+16
| +0.1% | +$6.17K | 0.38% | 70 |
|
|
2023
Q3 | $6.77M | Buy |
20,925
+5,728
| +38% | +$1.85M | 0.36% | 71 |
|
|
2023
Q2 | $4.9M | Buy |
15,197
+3,577
| +31% | +$1.15M | 0.32% | 84 |
|
|
2023
Q1 | $3.8M | Sell |
11,620
-551
| -5% | -$180K | 0.27% | 91 |
|
|
2022
Q4 | $4.18M | Sell |
12,171
-205
| -2% | -$70.4K | 0.31% | 87 |
|
|
2022
Q3 | $3.63M | Buy |
12,376
+309
| +3% | +$90.6K | 0.3% | 89 |
|
|
2022
Q2 | $3.58M | Buy |
12,067
+5,342
| +79% | +$1.59M | 0.3% | 88 |
|
|
2022
Q1 | $2.22M | Sell |
6,725
-204
| -3% | -$67.3K | 0.61% | 48 |
|
|
2021
Q4 | $2.65M | Buy |
6,929
+949
| +16% | +$363K | 0.73% | 33 |
|
|
2021
Q3 | $2.26M | Sell |
5,980
-324
| -5% | -$123K | 0.74% | 36 |
|
|
2021
Q2 | $2.39M | Buy |
6,304
+3,654
| +138% | +$1.39M | 0.77% | 38 |
|
|
2021
Q1 | $867K | Sell |
2,650
-901
| -25% | -$295K | 0.36% | 69 |
|
|
2020
Q4 | $936K | Sell |
3,551
-3,783
| -52% | -$997K | 0.18% | 126 |
|
|
2020
Q3 | $1.47M | Buy |
+7,334
| New | +$1.47M | 0.31% | 95 |
|