Glass Jacobson Investment 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 | – | Sell |
-801
| Closed | -$459K | – | 667 |
|
|
2025
Q1 | $459K | Hold |
801
| – | – | 0.15% | 150 |
|
|
2024
Q4 | $459K | Buy |
801
+59
| +8% | +$33.8K | 0.15% | 150 |
|
|
2024
Q3 | $367K | Buy |
742
+321
| +76% | +$159K | 0.12% | 173 |
|
|
2024
Q2 | $190K | Hold |
421
| – | – | 0.07% | 216 |
|
|
2024
Q1 | $176K | Hold |
421
| – | – | 0.07% | 221 |
|
|
2023
Q4 | $162K | Hold |
421
| – | – | 0.07% | 225 |
|
|
2023
Q3 | $136K | Hold |
421
| – | – | 0.06% | 231 |
|
|
2023
Q2 | $136K | Buy |
+421
| New | +$136K | 0.06% | 226 |
|
|
2022
Q4 | $145K | Buy |
+421
| New | +$145K | 0.07% | 226 |
|