GoalVest Advisory’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 | $1.91M | Buy |
2,695
+57
| +2% | +$40.3K | 0.47% | 34 |
|
|
2025
Q1 | $1.44M | Buy |
2,638
+298
| +13% | +$163K | 0.4% | 53 |
|
|
2024
Q4 | $1.34M | Buy |
2,340
+2,140
| +1,070% | +$1.23M | 0.37% | 48 |
|
|
2024
Q3 | $99K | Hold |
200
| – | – | 0.03% | 143 |
|
|
2024
Q2 | $90.5K | Hold |
200
| – | – | 0.03% | 137 |
|
|
2024
Q1 | $83.5K | Buy |
+200
| New | +$83.5K | 0.03% | 160 |
|
|
2023
Q4 | – | Sell |
-3
| Closed | -$971 | – | 422 |
|
|
2023
Q3 | $971 | Buy |
+3
| New | +$971 | ﹤0.01% | 442 |
|
|
2021
Q2 | $5K | Buy |
+13
| New | +$5K | ﹤0.01% | 215 |
|