CIA
Concurrent Investment Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.57M | Buy |
13,526
+1,553
| +13% | +$1.1M | 0.19% | 119 |
|
|
2025
Q1 | $6.54M | Buy |
11,973
+1,720
| +17% | +$940K | 0.16% | 135 |
|
|
2024
Q4 | $5.87M | Buy |
10,253
+5,502
| +116% | +$3.15M | 0.16% | 134 |
|
|
2024
Q3 | $2.35M | Buy |
4,751
+432
| +10% | +$214K | 0.07% | 270 |
|
|
2024
Q2 | $1.95M | Buy |
4,319
+1,022
| +31% | +$462K | 0.06% | 281 |
|
|
2024
Q1 | $1.38M | Buy |
3,297
+114
| +4% | +$47.6K | 0.06% | 313 |
|
|
2023
Q4 | $1.23M | Buy |
+3,183
| New | +$1.23M | 0.06% | 297 |
|