Fi3 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 | $554K | Buy |
783
+23
| +3% | +$16.3K | 0.2% | 45 |
|
2025
Q1 | $415K | Sell |
760
-127
| -14% | -$69.3K | 0.17% | 57 |
|
2024
Q4 | $508K | Buy |
887
+79
| +10% | +$45.2K | 0.19% | 49 |
|
2024
Q3 | $400K | Buy |
808
+230
| +40% | +$114K | 0.16% | 48 |
|
2024
Q2 | $261K | Hold |
578
| – | – | 0.12% | 64 |
|
2024
Q1 | $253K | Buy |
+578
| New | +$253K | 0.12% | 61 |
|