Forvis Mazars Wealth Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.4M | Sell |
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|
2025
Q2 | $2.16M | Buy |
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|
2025
Q1 | $1.46M | Buy |
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|
2024
Q4 | $1.28M | Sell |
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|
2024
Q3 | $1.11M | Sell |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $880K | Buy |
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|
2023
Q4 | $643K | Buy |
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|
2023
Q3 | $533K | Sell |
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|
2023
Q2 | $637K | Buy |
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|
2023
Q1 | $540K | Sell |
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|
2022
Q4 | $597K | Buy |
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|
2022
Q3 | $448K | Buy |
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|
2022
Q2 | $433K | Buy |
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|
2022
Q1 | $408K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $325K | Sell |
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|
2020
Q4 | $440K | Buy |
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|
2020
Q3 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $244K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $211K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $230K | Sell |
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|
2017
Q4 | $301K | Sell |
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|
2017
Q3 | $305K | Buy |
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|
2017
Q2 | $279K | Buy |
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|
2017
Q1 | $263K | Sell |
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|
2016
Q4 | $299K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $343K | Sell |
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|
2015
Q3 | $333K | Buy |
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|
2015
Q2 | $212K | Buy |
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