CBA
Coastal Bridge Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
+2,311
| New | +$1.64M | 0.13% | 157 |
|
|
2025
Q1 | – | Sell |
-991
| Closed | -$568K | – | 308 |
|
|
2024
Q4 | $568K | Buy |
991
+1
| +0.1% | +$573 | 0.14% | 89 |
|
|
2024
Q3 | $490K | Buy |
990
+87
| +10% | +$43.1K | 0.12% | 96 |
|
|
2024
Q2 | $408K | Buy |
903
+2
| +0.2% | +$905 | 0.1% | 101 |
|
|
2024
Q1 | $376K | Buy |
901
+2
| +0.2% | +$836 | 0.09% | 107 |
|
|
2023
Q4 | $347K | Buy |
899
+2
| +0.2% | +$772 | 0.09% | 111 |
|
|
2023
Q3 | $290K | Buy |
897
+112
| +14% | +$36.2K | 0.08% | 116 |
|
|
2023
Q2 | $253K | Sell |
785
-72
| -8% | -$23.2K | 0.06% | 119 |
|
|
2023
Q1 | $280K | Buy |
857
+2
| +0.2% | +$655 | 0.07% | 117 |
|
|
2022
Q4 | $294K | Buy |
855
+2
| +0.2% | +$687 | 0.08% | 119 |
|
|
2022
Q3 | $250K | Buy |
+853
| New | +$250K | 0.07% | 131 |
|
|
2022
Q2 | – | Sell |
-650
| Closed | -$215K | – | 172 |
|
|
2022
Q1 | $215K | Buy |
650
+75
| +13% | +$24.8K | 0.05% | 146 |
|
|
2021
Q4 | $220K | Buy |
+575
| New | +$220K | 0.05% | 173 |
|