Cladis 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 | $817K | Hold |
1,155
| – | – | 0.51% | 62 |
|
2025
Q1 | $631K | Hold |
1,155
| – | – | 0.46% | 68 |
|
2024
Q4 | $661K | Sell |
1,155
-150
| -11% | -$85.9K | 0.47% | 65 |
|
2024
Q3 | $646K | Hold |
1,305
| – | – | 0.45% | 67 |
|
2024
Q2 | $590K | Hold |
1,305
| – | – | 0.43% | 71 |
|
2024
Q1 | $545K | Buy |
+1,305
| New | +$545K | 0.4% | 73 |
|