Fiduciary Group’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 | $420K | Hold |
593
| – | – | 0.04% | 213 |
|
|
2025
Q1 | $324K | Hold |
593
| – | – | 0.03% | 225 |
|
|
2024
Q4 | $340K | Hold |
593
| – | – | 0.03% | 222 |
|
|
2024
Q3 | $294K | Hold |
593
| – | – | 0.03% | 236 |
|
|
2024
Q2 | $268K | Hold |
593
| – | – | 0.03% | 238 |
|
|
2024
Q1 | $248K | Hold |
593
| – | – | 0.03% | 243 |
|
|
2023
Q4 | $229K | Buy |
+593
| New | +$229K | 0.03% | 239 |
|
|
2023
Q2 | – | Sell |
-619
| Closed | -$202K | – | 240 |
|
|
2023
Q1 | $202K | Buy |
619
+26
| +4% | +$8.51K | 0.03% | 231 |
|
|
2022
Q4 | $204K | Hold |
593
| – | – | 0.03% | 223 |
|
|
2022
Q3 | $224K | Sell |
593
-40
| -6% | -$15.1K | 0.03% | 221 |
|
|
2022
Q2 | $223K | Sell |
633
-132
| -17% | -$46.5K | 0.03% | 222 |
|
|
2022
Q1 | $231K | Buy |
765
+153
| +25% | +$46.2K | 0.03% | 210 |
|
|
2021
Q4 | $234K | Buy |
612
+27
| +5% | +$10.3K | 0.03% | 217 |
|
|
2021
Q3 | $244K | Buy |
585
+37
| +7% | +$15.4K | 0.03% | 217 |
|
|
2021
Q2 | $207K | Buy |
+548
| New | +$207K | 0.02% | 232 |
|
|
2017
Q2 | – | Sell |
-3,410
| Closed | -$783K | – | 181 |
|
|
2017
Q1 | $783K | Sell |
3,410
-257
| -7% | -$59K | 0.19% | 99 |
|
|
2016
Q4 | $878K | Sell |
3,667
-230
| -6% | -$55.1K | 0.23% | 89 |
|
|
2016
Q3 | $628K | Sell |
3,897
-1,202
| -24% | -$194K | 0.17% | 110 |
|
|
2016
Q2 | $758K | Sell |
5,099
-497
| -9% | -$73.9K | 0.21% | 97 |
|
|
2016
Q1 | $878K | Sell |
5,596
-1,389
| -20% | -$218K | 0.25% | 91 |
|
|
2015
Q4 | $1.26M | Sell |
6,985
-1,767
| -20% | -$318K | 0.38% | 72 |
|
|
2015
Q3 | $1.52M | Sell |
8,752
-684
| -7% | -$119K | 0.51% | 63 |
|
|
2015
Q2 | $1.97M | Buy |
+9,436
| New | +$1.97M | 0.62% | 53 |
|