Davies Financial 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 | $740K | Sell |
1,045
-8
| -0.8% | -$5.66K | 0.57% | 38 |
|
2025
Q1 | $575K | Buy |
1,053
+10
| +1% | +$5.46K | 0.49% | 42 |
|
2024
Q4 | $597K | Sell |
1,043
-59
| -5% | -$33.8K | 0.51% | 40 |
|
2024
Q3 | $546K | Sell |
1,102
-13
| -1% | -$6.44K | 0.48% | 47 |
|
2024
Q2 | $504K | Buy |
1,115
+36
| +3% | +$16.3K | 0.47% | 45 |
|
2024
Q1 | $451K | Buy |
+1,079
| New | +$451K | 0.46% | 42 |
|