Glen Eagle 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 | $390K | Hold |
551
| – | – | 0.06% | 179 |
|
|
2025
Q1 | $301K | Sell |
551
-16
| -3% | -$8.75K | 0.05% | 203 |
|
|
2024
Q4 | $325K | Hold |
567
| – | – | 0.05% | 189 |
|
|
2024
Q3 | $281K | Hold |
567
| – | – | 0.05% | 213 |
|
|
2024
Q2 | $256K | Sell |
567
-272
| -32% | -$123K | 0.05% | 208 |
|
|
2024
Q1 | $350K | Hold |
839
| – | – | 0.07% | 179 |
|
|
2023
Q4 | $324K | Hold |
839
| – | – | 0.07% | 182 |
|
|
2023
Q3 | $271K | Sell |
839
-46
| -5% | -$14.9K | 0.06% | 197 |
|
|
2023
Q2 | $285K | Buy |
885
+300
| +51% | +$96.7K | 0.07% | 192 |
|
|
2023
Q1 | $191K | Sell |
585
-73
| -11% | -$23.9K | 0.05% | 225 |
|
|
2022
Q4 | $226K | Sell |
658
-45
| -6% | -$15.5K | 0.06% | 206 |
|
|
2022
Q3 | $206K | Sell |
703
-658
| -48% | -$193K | 0.06% | 210 |
|
|
2022
Q2 | $404K | Buy |
1,361
+295
| +28% | +$87.6K | 0.11% | 153 |
|
|
2022
Q1 | $352K | Buy |
1,066
+51
| +5% | +$16.8K | 0.09% | 177 |
|
|
2021
Q4 | $388K | Hold |
1,015
| – | – | 0.1% | 168 |
|
|
2021
Q3 | $384K | Buy |
1,015
+53
| +6% | +$20K | 0.11% | 160 |
|
|
2021
Q2 | $365K | Buy |
962
+343
| +55% | +$130K | 0.11% | 155 |
|
|
2021
Q1 | $202K | Hold |
619
| – | – | 0.07% | 190 |
|
|
2020
Q4 | $163K | Sell |
619
-25
| -4% | -$6.59K | 0.06% | 191 |
|
|
2020
Q3 | $129K | Sell |
644
-25
| -4% | -$5.02K | 0.06% | 199 |
|
|
2020
Q2 | $132K | Hold |
669
| – | – | 0.07% | 183 |
|
|
2020
Q1 | $103K | Sell |
669
-206
| -24% | -$31.8K | 0.07% | 189 |
|
|
2019
Q4 | $201K | Buy |
875
+290
| +50% | +$66.7K | 0.11% | 161 |
|
|
2019
Q3 | $121K | Hold |
585
| – | – | 0.08% | 186 |
|
|
2019
Q2 | $120K | Sell |
585
-75
| -11% | -$15.3K | 0.08% | 185 |
|
|
2019
Q1 | $127K | Buy |
660
+614
| +1,335% | +$118K | 0.09% | 177 |
|
|
2018
Q4 | $7.68K | Buy |
+46
| New | +$7.68K | 0.01% | 492 |
|
|
2018
Q1 | – | Sell |
-5
| Closed | -$1.27K | – | 692 |
|
|
2017
Q4 | $1.27K | Buy |
+5
| New | +$1.27K | ﹤0.01% | 594 |
|
|
2017
Q2 | – | Sell |
-17
| Closed | -$3.91K | – | 585 |
|
|
2017
Q1 | $3.91K | Sell |
17
-188
| -92% | -$43.2K | ﹤0.01% | 476 |
|
|
2016
Q4 | $49.1K | Buy |
+205
| New | +$49.1K | 0.04% | 197 |
|