Cornerstone 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 | $551K | Sell |
779
-2
| -0.3% | -$1.42K | 0.06% | 142 |
|
|
2025
Q1 | $429K | Buy |
781
+107
| +16% | +$58.8K | 0.05% | 150 |
|
|
2024
Q4 | $445K | Buy |
674
+83
| +14% | +$54.8K | 0.05% | 150 |
|
|
2024
Q3 | $293K | Buy |
591
+5
| +0.9% | +$2.48K | 0.04% | 179 |
|
|
2024
Q2 | $265K | Sell |
586
-46
| -7% | -$20.8K | 0.04% | 182 |
|
|
2024
Q1 | $264K | Hold |
632
| – | – | 0.04% | 199 |
|
|
2023
Q4 | $244K | Sell |
632
-69
| -10% | -$26.6K | 0.04% | 199 |
|
|
2023
Q3 | $227K | Hold |
701
| – | – | 0.04% | 199 |
|
|
2023
Q2 | $226K | Hold |
701
| – | – | 0.04% | 202 |
|
|
2023
Q1 | $229K | Buy |
+701
| New | +$229K | 0.04% | 196 |
|
|
2022
Q2 | – | Sell |
-826
| Closed | -$273K | – | 204 |
|
|
2022
Q1 | $273K | Sell |
826
-803
| -49% | -$265K | 0.04% | 192 |
|
|
2021
Q4 | $624K | Hold |
1,629
| – | – | 0.09% | 159 |
|
|
2021
Q3 | $616K | Buy |
1,629
+1
| +0.1% | +$378 | 0.1% | 152 |
|
|
2021
Q2 | $619K | Sell |
1,628
-1,000
| -38% | -$380K | 0.1% | 143 |
|
|
2021
Q1 | $860K | Buy |
2,628
+1,553
| +144% | +$508K | 0.16% | 109 |
|
|
2020
Q4 | $284K | Buy |
+1,075
| New | +$284K | 0.06% | 175 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$224K | – | 147 |
|
|
2018
Q3 | $224K | Hold |
1,000
| – | – | 0.07% | 135 |
|
|
2018
Q2 | $221K | Hold |
1,000
| – | – | 0.07% | 132 |
|
|
2018
Q1 | $252K | Hold |
1,000
| – | – | 0.09% | 124 |
|
|
2017
Q4 | $255K | Hold |
1,000
| – | – | 0.09% | 126 |
|
|
2017
Q3 | $237K | Hold |
1,000
| – | – | 0.08% | 133 |
|
|
2017
Q2 | $222K | Buy |
+1,000
| New | +$222K | 0.07% | 133 |
|