Claro Advisors’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 | $323K | Sell |
457
-268
| -37% | -$190K | 0.05% | 276 |
|
|
2025
Q1 | $396K | Buy |
725
+12
| +2% | +$6.55K | 0.05% | 318 |
|
|
2024
Q4 | $408K | Sell |
713
-136
| -16% | -$77.9K | 0.06% | 286 |
|
|
2024
Q3 | $420K | Buy |
849
+149
| +21% | +$73.7K | 0.05% | 298 |
|
|
2024
Q2 | $316K | Buy |
700
+152
| +28% | +$68.7K | 0.05% | 312 |
|
|
2024
Q1 | $229K | Buy |
+548
| New | +$229K | 0.04% | 373 |
|
|
2019
Q1 | – | Sell |
-313
| Closed | -$70K | – | 471 |
|
|
2018
Q4 | $70K | Buy |
+313
| New | +$70K | 0.06% | 287 |
|