FAM
Formidable Asset Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Hold |
1,447
| – | – | 0.13% | 144 |
|
|
2025
Q1 | $790K | Buy |
1,447
+64
| +5% | +$35K | 0.13% | 149 |
|
|
2024
Q4 | $792K | Buy |
1,383
+223
| +19% | +$128K | 0.13% | 148 |
|
|
2024
Q3 | $574K | Sell |
1,160
-618
| -35% | -$306K | 0.09% | 199 |
|
|
2024
Q2 | $804K | Sell |
1,778
-86
| -5% | -$38.9K | 0.13% | 154 |
|
|
2024
Q1 | $779K | Buy |
1,864
+352
| +23% | +$147K | 0.13% | 166 |
|
|
2023
Q4 | $583K | Sell |
1,512
-4
| -0.3% | -$1.54K | 0.12% | 158 |
|
|
2023
Q3 | $491K | Hold |
1,516
| – | – | 0.11% | 173 |
|
|
2023
Q2 | $489K | Sell |
1,516
-50
| -3% | -$16.1K | 0.11% | 174 |
|
|
2023
Q1 | $512K | Hold |
1,566
| – | – | 0.11% | 176 |
|
|
2022
Q4 | $538K | Sell |
1,566
-100
| -6% | -$34.4K | 0.12% | 153 |
|
|
2022
Q3 | $556K | Sell |
1,666
-70
| -4% | -$23.4K | 0.13% | 139 |
|
|
2022
Q2 | $527K | Buy |
1,736
+48
| +3% | +$14.6K | 0.12% | 159 |
|
|
2022
Q1 | $557K | Buy |
1,688
+100
| +6% | +$33K | 0.11% | 171 |
|
|
2021
Q4 | $636K | Hold |
1,588
| – | – | 0.12% | 155 |
|
|
2021
Q3 | $600K | Buy |
1,588
+674
| +74% | +$255K | 0.11% | 172 |
|
|
2021
Q2 | $346K | Sell |
914
-759
| -45% | -$287K | 0.07% | 208 |
|
|
2021
Q1 | $550K | Buy |
1,673
+137
| +9% | +$45K | 0.12% | 154 |
|
|
2020
Q4 | $406K | Buy |
1,536
+62
| +4% | +$16.4K | 0.09% | 170 |
|
|
2020
Q3 | $295K | Buy |
1,474
+150
| +11% | +$30K | 0.09% | 182 |
|
|
2020
Q2 | $283K | Buy |
+1,324
| New | +$283K | 0.08% | 186 |
|
|
2020
Q1 | – | Sell |
-1,493
| Closed | -$361K | – | 243 |
|
|
2019
Q4 | $361K | Buy |
+1,493
| New | +$361K | 0.11% | 148 |
|
|
2019
Q3 | – | Sell |
-1,617
| Closed | -$349K | – | 169 |
|
|
2019
Q2 | $349K | Buy |
+1,617
| New | +$349K | 0.12% | 149 |
|
|
2016
Q2 | – | Sell |
-110
| Closed | -$18K | – | 269 |
|
|
2016
Q1 | $18K | Sell |
110
-55
| -33% | -$9K | 0.01% | 282 |
|
|
2015
Q4 | $28K | Hold |
165
| – | – | 0.02% | 273 |
|
|
2015
Q3 | $28K | Sell |
165
-600
| -78% | -$102K | 0.02% | 282 |
|
|
2015
Q2 | $160K | Hold |
765
| – | – | 0.1% | 145 |
|
|
2015
Q1 | $153K | Hold |
765
| – | – | 0.1% | 137 |
|
|
2014
Q4 | $148K | Hold |
765
| – | – | 0.1% | 129 |
|
|
2014
Q3 | $146K | Hold |
765
| – | – | 0.1% | 131 |
|
|
2014
Q2 | $128K | Hold |
765
| – | – | 0.08% | 151 |
|
|
2014
Q1 | $120K | Hold |
765
| – | – | 0.08% | 135 |
|
|
2013
Q4 | $124K | Hold |
765
| – | – | 0.08% | 148 |
|
|
2013
Q3 | $121K | Buy |
+765
| New | +$121K | 0.1% | 124 |
|