Fiduciary Alliance’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 | $946K | Buy |
1,337
+111
| +9% | +$78.5K | 0.07% | 230 |
|
|
2025
Q1 | $670K | Sell |
1,226
-43
| -3% | -$23.5K | 0.07% | 215 |
|
|
2024
Q4 | $727K | Buy |
1,269
+441
| +53% | +$253K | 0.07% | 193 |
|
|
2024
Q3 | $410K | Buy |
+828
| New | +$410K | 0.05% | 174 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$323 | – | 484 |
|
|
2023
Q2 | $323 | Buy |
+1
| New | +$323 | ﹤0.01% | 945 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$343 | – | 429 |
|
|
2022
Q4 | $343 | Buy |
+1
| New | +$343 | ﹤0.01% | 870 |
|