FCA
Fortis Capital Advisors’s Goldman Sachs GS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $978K | Buy |
1,382
+576
| +71% | +$408K | 0.17% | 89 |
|
2025
Q1 | $440K | Buy |
+806
| New | +$440K | 0.09% | 167 |
|
2024
Q4 | – | Sell |
-1,071
| Closed | -$530K | – | 180 |
|
2024
Q3 | $530K | Buy |
+1,071
| New | +$530K | 0.18% | 100 |
|
2023
Q2 | – | Sell |
-8
| Closed | -$2.62K | – | 319 |
|
2023
Q1 | $2.62K | Hold |
8
| – | – | ﹤0.01% | 549 |
|
2022
Q4 | $2.75K | Buy |
+8
| New | +$2.75K | ﹤0.01% | 557 |
|