Exencial Wealth Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.21M | Buy |
|
|||||
|
2025
Q2 | $1.05M | Sell |
|
|||||
|
2025
Q1 | $908K | Sell |
|
|||||
|
2024
Q4 | $1.04M | Buy |
|
|||||
|
2024
Q3 | $467K | Sell |
|
|||||
|
2024
Q2 | $445K | Sell |
|
|||||
|
2024
Q1 | $640K | Buy |
|
|||||
|
2023
Q4 | $423K | Buy |
|
|||||
|
2023
Q3 | $320K | Sell |
|
|||||
|
2023
Q2 | $366K | Sell |
|
|||||
|
2023
Q1 | $572K | Sell |
|
|||||
|
2022
Q4 | $605K | Sell |
|
|||||
|
2022
Q3 | $548K | Buy |
|
|||||
|
2022
Q2 | $533K | Buy |
|
|||||
|
2022
Q1 | $567K | Sell |
|
|||||
|
2021
Q4 | $761K | Buy |
|
|||||
|
2021
Q3 | $681K | Sell |
|
|||||
|
2021
Q2 | $1.13M | Sell |
|
|||||
|
2021
Q1 | $1.08M | Buy |
|
|||||
|
2020
Q4 | $756K | Buy |
|
|||||
|
2020
Q3 | $460K | Sell |
|
|||||
|
2020
Q2 | $772K | Buy |
|
|||||
|
2020
Q1 | $518K | Buy |
|
|||||
|
2019
Q4 | $368K | Buy |
|
|||||
|
2019
Q3 | $330K | Sell |
|
|||||
|
2019
Q2 | $333K | Hold |
|
|||||
|
2019
Q1 | $313K | Sell |
|
|||||
|
2018
Q4 | $326K | Buy |
|
|||||
|
2018
Q3 | $370K | Sell |
|
|||||
|
2018
Q2 | $430K | Sell |
|
|||||
|
2018
Q1 | $493K | Hold |
|
|||||
|
2017
Q4 | $498K | Hold |
|
|||||
|
2017
Q3 | $464K | Buy |
|
|||||
|
2017
Q2 | $422K | Buy |
|
|||||
|
2017
Q1 | $402K | Buy |
|
|||||
|
2016
Q4 | $444K | Sell |
|
|||||
|
2016
Q3 | $396K | Sell |
|
|||||
|
2016
Q2 | $360K | Buy |
|
|||||
|
2016
Q1 | $364K | Buy |
|
|||||
|
2015
Q4 | $367K | Buy |
|
|||||
|
2015
Q3 | $385K | Sell |
|
|||||
|
2015
Q2 | $473K | Sell |
|
|||||
|
2015
Q1 | $507K | Buy |
|
|||||
|
2014
Q4 | $474K | Sell |
|
|||||
|
2014
Q3 | $465K | Buy |
|
|||||
|
2014
Q2 | $417K | Sell |
|
|||||
|
2014
Q1 | $399K | Buy |
|
|||||
|
2013
Q4 | $441K | Buy |
|
|||||
|
2013
Q3 | $401K | Sell |
|
|||||
|
2013
Q2 | $414K | Buy |
|