CA
CSM Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.3M | Buy |
75,292
+43,233
| +135% | +$30.6M | 1.55% | 6 |
|
|
2025
Q1 | $17.5M | Sell |
32,059
-580
| -2% | -$317K | 0.96% | 25 |
|
|
2024
Q4 | $18.7M | Sell |
32,639
-1,050
| -3% | -$601K | 0.87% | 25 |
|
|
2024
Q3 | $16.7M | Sell |
33,689
-1,284
| -4% | -$636K | 1.09% | 27 |
|
|
2024
Q2 | $15.8M | Sell |
34,973
-683
| -2% | -$309K | 1.12% | 23 |
|
|
2024
Q1 | $14.9M | Buy |
35,656
+75
| +0.2% | +$31.3K | 0.98% | 27 |
|
|
2023
Q4 | $13.7M | Sell |
35,581
-433
| -1% | -$167K | 0.99% | 25 |
|
|
2023
Q3 | $11.7M | Sell |
36,014
-590
| -2% | -$191K | 1.01% | 23 |
|
|
2023
Q2 | $11.8M | Sell |
36,604
-2,095
| -5% | -$676K | 0.89% | 31 |
|
|
2023
Q1 | $12.7M | Buy |
38,699
+2,120
| +6% | +$694K | 1.09% | 21 |
|
|
2022
Q4 | $12.6M | Buy |
36,579
+475
| +1% | +$163K | 1.2% | 20 |
|
|
2022
Q3 | $10.6M | Sell |
36,104
-3,530
| -9% | -$1.03M | 1.16% | 16 |
|
|
2022
Q2 | $11.8M | Buy |
39,634
+230
| +0.6% | +$68.3K | 1.08% | 19 |
|
|
2022
Q1 | $13M | Sell |
39,404
-5,460
| -12% | -$1.8M | 0.89% | 30 |
|
|
2021
Q4 | $17.2M | Sell |
44,864
-790
| -2% | -$302K | 1.14% | 22 |
|
|
2021
Q3 | $17.3M | Sell |
45,654
-610
| -1% | -$231K | 1.27% | 21 |
|
|
2021
Q2 | $17.6M | Sell |
46,264
-2,970
| -6% | -$1.13M | 1.16% | 23 |
|
|
2021
Q1 | $16.1M | Buy |
+49,234
| New | +$16.1M | 2.26% | 13 |
|