Evernest 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 | $2.24M | Buy |
3,169
+358
| +13% | +$253K | 0.73% | 29 |
|
|
2025
Q1 | $1.54M | Buy |
2,811
+706
| +34% | +$386K | 0.55% | 32 |
|
|
2024
Q4 | $1.21M | Sell |
2,105
-53
| -2% | -$30.4K | 0.31% | 53 |
|
|
2024
Q3 | $1.07M | Sell |
2,158
-65
| -3% | -$32.2K | 0.29% | 61 |
|
|
2024
Q2 | $1.01M | Buy |
2,223
+426
| +24% | +$193K | 0.45% | 51 |
|
|
2024
Q1 | $726K | Sell |
1,797
-202
| -10% | -$81.6K | 0.34% | 63 |
|
|
2023
Q4 | $771K | Buy |
+1,999
| New | +$771K | 0.39% | 62 |
|
|
2021
Q4 | $612K | Buy |
+1,592
| New | +$612K | 0.32% | 73 |
|