Dynamic Advisor Solutions’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
3,855
+436
| +13% | +$309K | 0.08% | 241 |
|
|
2025
Q1 | $1.87M | Buy |
3,419
+1,451
| +74% | +$793K | 0.06% | 292 |
|
|
2024
Q4 | $1.13M | Sell |
1,968
-1,132
| -37% | -$648K | 0.05% | 293 |
|
|
2024
Q3 | $1.53M | Sell |
3,100
-86
| -3% | -$42.6K | 0.05% | 354 |
|
|
2024
Q2 | $1.44M | Buy |
3,186
+277
| +10% | +$125K | 0.05% | 360 |
|
|
2024
Q1 | $1.22M | Buy |
2,909
+243
| +9% | +$102K | 0.04% | 399 |
|
|
2023
Q4 | $1.03M | Sell |
2,666
-84
| -3% | -$32.5K | 0.04% | 413 |
|
|
2023
Q3 | $890K | Buy |
2,750
+683
| +33% | +$221K | 0.04% | 377 |
|
|
2023
Q2 | $667K | Sell |
2,067
-320
| -13% | -$103K | 0.03% | 430 |
|
|
2023
Q1 | $781K | Sell |
2,387
-422
| -15% | -$138K | 0.05% | 374 |
|
|
2022
Q4 | $964K | Sell |
2,809
-2,306
| -45% | -$792K | 0.07% | 288 |
|
|
2022
Q3 | $1.5M | Sell |
5,115
-67
| -1% | -$19.6K | 0.11% | 188 |
|
|
2022
Q2 | $1.54M | Sell |
5,182
-270
| -5% | -$80.2K | 0.12% | 194 |
|
|
2022
Q1 | $1.8M | Buy |
5,452
+2,453
| +82% | +$810K | 0.13% | 172 |
|
|
2021
Q4 | $1.15M | Buy |
2,999
+349
| +13% | +$133K | 0.08% | 250 |
|
|
2021
Q3 | $1M | Buy |
2,650
+735
| +38% | +$278K | 0.08% | 285 |
|
|
2021
Q2 | $727K | Buy |
+1,915
| New | +$727K | 0.06% | 340 |
|
|
2020
Q1 | – | Sell |
-916
| Closed | -$211K | – | 515 |
|
|
2019
Q4 | $211K | Buy |
+916
| New | +$211K | 0.03% | 487 |
|
|
2019
Q3 | – | Sell |
-1,002
| Closed | -$205K | – | 527 |
|
|
2019
Q2 | $205K | Sell |
1,002
-3,362
| -77% | -$688K | 0.03% | 452 |
|
|
2019
Q1 | $838K | Buy |
4,364
+1,139
| +35% | +$219K | 0.16% | 150 |
|
|
2018
Q4 | $647K | Buy |
3,225
+241
| +8% | +$48.3K | 0.14% | 169 |
|
|
2018
Q3 | $669K | Buy |
2,984
+906
| +44% | +$203K | 0.14% | 182 |
|
|
2018
Q2 | $458K | Buy |
2,078
+82
| +4% | +$18.1K | 0.1% | 227 |
|
|
2018
Q1 | $502K | Buy |
1,996
+749
| +60% | +$188K | 0.13% | 189 |
|
|
2017
Q4 | $318K | Sell |
1,247
-95
| -7% | -$24.2K | 0.1% | 192 |
|
|
2017
Q3 | $318K | Buy |
1,342
+22
| +2% | +$5.21K | 0.13% | 178 |
|
|
2017
Q2 | $293K | Buy |
1,320
+117
| +10% | +$26K | 0.11% | 176 |
|
|
2017
Q1 | $276K | Sell |
1,203
-20
| -2% | -$4.59K | 0.11% | 175 |
|
|
2016
Q4 | $293K | Buy |
+1,223
| New | +$293K | 0.12% | 177 |
|