GVAG
Great Valley Advisor Group’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Buy |
3,556
+130
| +4% | +$92K | 0.06% | 278 |
|
|
2025
Q1 | $1.87M | Buy |
3,426
+367
| +12% | +$201K | 0.04% | 321 |
|
|
2024
Q4 | $1.75M | Sell |
3,059
-699
| -19% | -$400K | 0.04% | 339 |
|
|
2024
Q3 | $1.86M | Buy |
3,758
+912
| +32% | +$451K | 0.05% | 320 |
|
|
2024
Q2 | $1.29M | Buy |
2,846
+28
| +1% | +$12.7K | 0.04% | 344 |
|
|
2024
Q1 | $1.18M | Sell |
2,818
-375
| -12% | -$157K | 0.04% | 347 |
|
|
2023
Q4 | $1.23M | Buy |
3,193
+559
| +21% | +$216K | 0.04% | 314 |
|
|
2023
Q3 | $853K | Buy |
2,634
+71
| +3% | +$23K | 0.04% | 343 |
|
|
2023
Q2 | $826K | Sell |
2,563
-35
| -1% | -$11.3K | 0.03% | 339 |
|
|
2023
Q1 | $850K | Sell |
2,598
-1,208
| -32% | -$395K | 0.04% | 333 |
|
|
2022
Q4 | $1.31M | Sell |
3,806
-1,368
| -26% | -$470K | 0.07% | 282 |
|
|
2022
Q3 | $1.52M | Buy |
5,174
+11
| +0.2% | +$3.22K | 0.08% | 231 |
|
|
2022
Q2 | $1.53M | Buy |
5,163
+4,361
| +544% | +$1.29M | 0.08% | 234 |
|
|
2022
Q1 | $273K | Sell |
802
-1,687
| -68% | -$574K | 0.02% | 502 |
|
|
2021
Q4 | $952K | Buy |
+2,489
| New | +$952K | 0.06% | 271 |
|
|
2020
Q3 | – | Sell |
-19,133
| Closed | -$3.78M | – | 439 |
|
|
2020
Q2 | $3.78M | Buy |
19,133
+156
| +0.8% | +$30.8K | 0.62% | 40 |
|
|
2020
Q1 | $2.93M | Buy |
18,977
+34
| +0.2% | +$5.26K | 0.78% | 31 |
|
|
2019
Q4 | $4.36M | Buy |
18,943
+130
| +0.7% | +$29.9K | 0.97% | 16 |
|
|
2019
Q3 | $3.9M | Buy |
18,813
+109
| +0.6% | +$22.6K | 0.94% | 16 |
|
|
2019
Q2 | $3.83M | Buy |
+18,704
| New | +$3.83M | 0.96% | 15 |
|
|
2019
Q1 | – | Sell |
-316,517
| Closed | -$13.4M | – | 300 |
|
|
2018
Q4 | $13.4M | Buy |
+316,517
| New | +$13.4M | 5.01% | 3 |
|