Crewe 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 | $233K | Sell |
329
-11
| -3% | -$7.79K | 0.03% | 137 |
|
|
2025
Q1 | $186K | Buy |
340
+29
| +9% | +$15.8K | 0.03% | 142 |
|
|
2024
Q4 | $178K | Sell |
311
-12
| -4% | -$6.88K | 0.02% | 154 |
|
|
2024
Q3 | $160K | Buy |
323
+1
| +0.3% | +$495 | 0.02% | 173 |
|
|
2024
Q2 | $145K | Sell |
322
-32
| -9% | -$14.5K | 0.02% | 219 |
|
|
2024
Q1 | $148K | Buy |
+354
| New | +$148K | 0.02% | 215 |
|
|
2023
Q3 | – | Sell |
-457
| Closed | -$147K | – | 720 |
|
|
2023
Q2 | $147K | Buy |
457
+1
| +0.2% | +$323 | 0.02% | 166 |
|
|
2023
Q1 | $149K | Buy |
456
+47
| +11% | +$15.4K | 0.02% | 182 |
|
|
2022
Q4 | $140K | Sell |
409
-97
| -19% | -$33.3K | 0.02% | 189 |
|
|
2022
Q3 | $148K | Buy |
506
+38
| +8% | +$11.1K | 0.03% | 178 |
|
|
2022
Q2 | $139K | Buy |
468
+46
| +11% | +$13.7K | 0.03% | 176 |
|
|
2022
Q1 | $139K | Buy |
422
+30
| +8% | +$9.88K | 0.03% | 144 |
|
|
2021
Q4 | $150K | Buy |
392
+36
| +10% | +$13.8K | 0.03% | 110 |
|
|
2021
Q3 | $135K | Hold |
356
| – | – | 0.03% | 96 |
|
|
2021
Q2 | $135K | Hold |
356
| – | – | 0.03% | 93 |
|
|
2021
Q1 | $116K | Hold |
356
| – | – | 0.03% | 97 |
|
|
2020
Q4 | $94K | Buy |
356
+149
| +72% | +$39.3K | 0.04% | 99 |
|
|
2020
Q3 | $42K | Buy |
207
+62
| +43% | +$12.6K | 0.02% | 138 |
|
|
2020
Q2 | $29K | Hold |
145
| – | – | 0.01% | 125 |
|
|
2020
Q1 | $22K | Sell |
145
-530
| -79% | -$80.4K | 0.01% | 122 |
|
|
2019
Q4 | $155K | Hold |
675
| – | – | 0.07% | 59 |
|
|
2019
Q3 | $140K | Hold |
675
| – | – | 0.06% | 66 |
|
|
2019
Q2 | $138K | Hold |
675
| – | – | 0.04% | 96 |
|
|
2019
Q1 | $130K | Hold |
675
| – | – | 0.04% | 74 |
|
|
2018
Q4 | $113K | Hold |
675
| – | – | 0.04% | 74 |
|
|
2018
Q3 | $151K | Buy |
675
+94
| +16% | +$21K | 0.13% | 63 |
|
|
2018
Q2 | $128K | Hold |
581
| – | – | 0.12% | 67 |
|
|
2018
Q1 | $146K | Buy |
581
+230
| +66% | +$57.8K | 0.14% | 60 |
|
|
2017
Q4 | $89K | Buy |
+351
| New | +$89K | 0.09% | 83 |
|