Forvis Mazars Wealth 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 | $2.16M | Buy |
3,053
+379
| +14% | +$268K | 0.05% | 150 |
|
|
2025
Q1 | $1.46M | Buy |
2,674
+441
| +20% | +$241K | 0.04% | 175 |
|
|
2024
Q4 | $1.28M | Sell |
2,233
-4
| -0.2% | -$2.29K | 0.03% | 196 |
|
|
2024
Q3 | $1.11M | Sell |
2,237
-36
| -2% | -$17.8K | 0.03% | 221 |
|
|
2024
Q2 | $1.03M | Buy |
2,273
+165
| +8% | +$74.6K | 0.03% | 210 |
|
|
2024
Q1 | $880K | Buy |
2,108
+441
| +26% | +$184K | 0.02% | 223 |
|
|
2023
Q4 | $643K | Buy |
1,667
+20
| +1% | +$7.72K | 0.02% | 248 |
|
|
2023
Q3 | $533K | Sell |
1,647
-327
| -17% | -$106K | 0.02% | 264 |
|
|
2023
Q2 | $637K | Buy |
1,974
+323
| +20% | +$104K | 0.02% | 254 |
|
|
2023
Q1 | $540K | Sell |
1,651
-89
| -5% | -$29.1K | 0.02% | 258 |
|
|
2022
Q4 | $597K | Buy |
1,740
+210
| +14% | +$72.1K | 0.02% | 239 |
|
|
2022
Q3 | $448K | Buy |
1,530
+73
| +5% | +$21.4K | 0.02% | 265 |
|
|
2022
Q2 | $433K | Buy |
1,457
+222
| +18% | +$66K | 0.02% | 270 |
|
|
2022
Q1 | $408K | Buy |
+1,235
| New | +$408K | 0.02% | 206 |
|
|
2021
Q2 | – | Sell |
-993
| Closed | -$325K | – | 269 |
|
|
2021
Q1 | $325K | Sell |
993
-674
| -40% | -$221K | 0.02% | 215 |
|
|
2020
Q4 | $440K | Buy |
1,667
+600
| +56% | +$158K | 0.02% | 244 |
|
|
2020
Q3 | $214K | Buy |
+1,067
| New | +$214K | 0.01% | 307 |
|
|
2020
Q1 | – | Sell |
-1,063
| Closed | -$244K | – | 294 |
|
|
2019
Q4 | $244K | Buy |
+1,063
| New | +$244K | 0.02% | 258 |
|
|
2018
Q4 | – | Sell |
-5,920
| Closed | -$211K | – | 233 |
|
|
2018
Q3 | $211K | Buy |
+5,920
| New | +$211K | 0.02% | 221 |
|
|
2018
Q2 | – | Sell |
-912
| Closed | -$230K | – | 237 |
|
|
2018
Q1 | $230K | Sell |
912
-270
| -23% | -$68.1K | 0.02% | 215 |
|
|
2017
Q4 | $301K | Sell |
1,182
-103
| -8% | -$26.2K | 0.03% | 199 |
|
|
2017
Q3 | $305K | Buy |
1,285
+27
| +2% | +$6.41K | 0.03% | 189 |
|
|
2017
Q2 | $279K | Buy |
1,258
+113
| +10% | +$25.1K | 0.03% | 192 |
|
|
2017
Q1 | $263K | Sell |
1,145
-105
| -8% | -$24.1K | 0.03% | 189 |
|
|
2016
Q4 | $299K | Buy |
+1,250
| New | +$299K | 0.04% | 158 |
|
|
2016
Q1 | – | Sell |
-1,903
| Closed | -$343K | – | 194 |
|
|
2015
Q4 | $343K | Sell |
1,903
-11
| -0.6% | -$1.98K | 0.05% | 137 |
|
|
2015
Q3 | $333K | Buy |
1,914
+898
| +88% | +$156K | 0.06% | 128 |
|
|
2015
Q2 | $212K | Buy |
+1,016
| New | +$212K | 0.03% | 174 |
|