Certified Advisory Corp’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 | $516K | Hold |
728
| – | – | 0.05% | 199 |
|
|
2025
Q1 | $398K | Sell |
728
-90
| -11% | -$49.2K | 0.05% | 213 |
|
|
2024
Q4 | $469K | Hold |
818
| – | – | 0.05% | 200 |
|
|
2024
Q3 | $405K | Hold |
818
| – | – | 0.04% | 218 |
|
|
2024
Q2 | $370K | Sell |
818
-34
| -4% | -$15.4K | 0.05% | 210 |
|
|
2024
Q1 | $356K | Buy |
852
+59
| +7% | +$24.6K | 0.05% | 207 |
|
|
2023
Q4 | $306K | Hold |
793
| – | – | 0.05% | 218 |
|
|
2023
Q3 | $257K | Buy |
793
+52
| +7% | +$16.8K | 0.05% | 203 |
|
|
2023
Q2 | $239K | Buy |
741
+6
| +0.8% | +$1.94K | 0.04% | 207 |
|
|
2023
Q1 | $240K | Buy |
735
+94
| +15% | +$30.7K | 0.04% | 218 |
|
|
2022
Q4 | $220K | Buy |
+641
| New | +$220K | 0.04% | 217 |
|
|
2022
Q2 | – | Sell |
-641
| Closed | -$212K | – | 241 |
|
|
2022
Q1 | $212K | Hold |
641
| – | – | 0.05% | 206 |
|
|
2021
Q4 | $245K | Sell |
641
-10
| -2% | -$3.82K | 0.05% | 197 |
|
|
2021
Q3 | $246K | Hold |
651
| – | – | 0.06% | 190 |
|
|
2021
Q2 | $247K | Buy |
651
+10
| +2% | +$3.79K | 0.06% | 192 |
|
|
2021
Q1 | $210K | Buy |
+641
| New | +$210K | 0.05% | 190 |
|
|
2020
Q2 | $145K | Sell |
736
-263
| -26% | -$51.8K | 0.05% | 201 |
|
|
2020
Q1 | $154K | Buy |
999
+1
| +0.1% | +$154 | 0.06% | 181 |
|
|
2019
Q4 | $230K | Hold |
998
| – | – | 0.07% | 177 |
|
|
2019
Q3 | $207K | Hold |
998
| – | – | 0.07% | 177 |
|
|
2019
Q2 | $204K | Buy |
998
+1
| +0.1% | +$204 | 0.08% | 172 |
|
|
2019
Q1 | $191K | Hold |
997
| – | – | 0.08% | 165 |
|
|
2018
Q4 | $167K | Sell |
997
-21
| -2% | -$3.52K | 0.09% | 159 |
|
|
2018
Q3 | $228K | Hold |
1,018
| – | – | 0.11% | 144 |
|
|
2018
Q2 | $225K | Buy |
1,018
+1
| +0.1% | +$221 | 0.13% | 131 |
|
|
2018
Q1 | $256K | Buy |
1,017
+996
| +4,743% | +$251K | 0.15% | 124 |
|
|
2017
Q4 | $5K | Buy |
+21
| New | +$5K | ﹤0.01% | 562 |
|