GA
Geller Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $635K | Sell |
1,109
-1
| -0.1% | -$573 | 0.04% | 105 |
|
|
2024
Q3 | $550K | Sell |
1,110
-1,077
| -49% | -$533K | 0.04% | 130 |
|
|
2024
Q2 | $989K | Buy |
2,187
+1
| +0% | +$452 | 0.07% | 74 |
|
|
2024
Q1 | $913K | Buy |
2,186
+19
| +0.9% | +$7.94K | 0.07% | 81 |
|
|
2023
Q4 | $836K | Sell |
2,167
-28
| -1% | -$10.8K | 0.08% | 77 |
|
|
2023
Q3 | $710K | Sell |
2,195
-46
| -2% | -$14.9K | 0.08% | 72 |
|
|
2023
Q2 | $723K | Buy |
2,241
+951
| +74% | +$307K | 0.09% | 71 |
|
|
2023
Q1 | $422K | Buy |
1,290
+243
| +23% | +$79.5K | 0.06% | 87 |
|
|
2022
Q4 | $360K | Buy |
1,047
+27
| +3% | +$9.27K | 0.06% | 75 |
|
|
2022
Q3 | $299K | Buy |
1,020
+16
| +2% | +$4.69K | 0.07% | 78 |
|
|
2022
Q2 | $298K | Sell |
1,004
-201
| -17% | -$59.7K | 0.06% | 85 |
|
|
2022
Q1 | $398K | Buy |
1,205
+224
| +23% | +$74K | 0.07% | 76 |
|
|
2021
Q4 | $375K | Sell |
981
-4
| -0.4% | -$1.53K | 0.07% | 92 |
|
|
2021
Q3 | $372K | Sell |
985
-17
| -2% | -$6.42K | 0.08% | 79 |
|
|
2021
Q2 | $380K | Sell |
1,002
-3
| -0.3% | -$1.14K | 0.08% | 70 |
|
|
2021
Q1 | $329K | Buy |
1,005
+211
| +27% | +$69.1K | 0.08% | 74 |
|
|
2020
Q4 | $251K | Buy |
+794
| New | +$251K | 0.06% | 91 |
|
|
2020
Q3 | – | Sell |
-1,020
| Closed | -$202K | – | 87 |
|
|
2020
Q2 | $202K | Buy |
+1,020
| New | +$202K | 0.06% | 80 |
|
|
2020
Q1 | – | Sell |
-1,442
| Closed | -$332K | – | 73 |
|
|
2019
Q4 | $332K | Buy |
1,442
+5
| +0.3% | +$1.15K | 0.1% | 33 |
|
|
2019
Q3 | $298K | Buy |
+1,437
| New | +$298K | 0.11% | 39 |
|
|
2018
Q4 | – | Sell |
-959
| Closed | -$215K | – | 30 |
|
|
2018
Q3 | $215K | Buy |
959
+3
| +0.3% | +$673 | 0.13% | 30 |
|
|
2018
Q2 | $211K | Buy |
956
+6
| +0.6% | +$1.32K | 0.09% | 31 |
|
|
2018
Q1 | $239K | Hold |
950
| – | – | 0.12% | 24 |
|
|
2017
Q4 | $242K | Buy |
950
+3
| +0.3% | +$764 | 0.12% | 25 |
|
|
2017
Q3 | $225K | Buy |
947
+3
| +0.3% | +$713 | 0.11% | 25 |
|
|
2017
Q2 | $209K | Buy |
944
+3
| +0.3% | +$664 | 0.11% | 24 |
|
|
2017
Q1 | $216K | Buy |
941
+3
| +0.3% | +$689 | 0.12% | 21 |
|
|
2016
Q4 | $225K | Buy |
+938
| New | +$225K | 0.13% | 18 |
|