Guardian Capital Advisors’s Goldman Sachs GS Stock Holding History

Guardian Capital Advisors’s Portfolio GS Stock Details GS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,100	Closed	-$527K	–	173
2024 Q2	$527K	Buy	+1,100	New	+$527K	0.06%	128
2023 Q1	–	Sell	-800	Closed	-$296K	–	157
2022 Q4	$296K	Sell	800 -2,775	-78%	-$1.03M	0.03%	141
2022 Q3	$1.06M	Sell	3,575 -800	-18%	-$236K	0.13%	94
2022 Q2	$1.23M	Buy	+4,375	New	+$1.23M	0.14%	89
2021 Q1	–	Sell	-2,100	Closed	-$569K	–	179
2020 Q4	$569K	Sell	2,100 -400	-16%	-$108K	0.08%	111
2020 Q3	$528K	Buy	2,500 +500	+25%	+$106K	0.08%	107
2020 Q2	$307K	Buy	+2,000	New	+$307K	0.06%	125
2020 Q1	–	Sell	-850	Closed	-$209K	–	146
2019 Q4	$209K	Sell	850 -300	-26%	-$73.8K	0.03%	150
2019 Q3	$228K	Buy	+1,150	New	+$228K	0.03%	149
2019 Q2	–	Sell	-1,625	Closed	-$335K	–	169
2019 Q1	$335K	Hold	1,625	–	–	0.04%	135
2018 Q4	$290K	Sell	1,625 -2,050	-56%	-$366K	0.04%	135
2018 Q3	$819K	Sell	3,675 -250	-6%	-$55.7K	0.11%	98
2018 Q2	$908K	Sell	3,925 -730	-16%	-$169K	0.12%	96
2018 Q1	$1.19M	Sell	4,655 -1,745	-27%	-$446K	0.17%	92
2017 Q4	$1.64M	Buy	+6,400	New	+$1.64M	0.21%	88
2017 Q1	–	Sell	-1,150	Closed	-$278K	–	173
2016 Q4	$278K	Sell	1,150 -1,965	-63%	-$475K	0.04%	143
2016 Q3	$512K	Buy	3,115 +325	+12%	+$53.4K	0.09%	110
2016 Q2	$406K	Sell	2,790 -1,525	-35%	-$222K	0.08%	119
2016 Q1	$687K	Sell	4,315 -3,100	-42%	-$494K	0.13%	106
2015 Q4	$1.26M	Sell	7,415 -735	-9%	-$124K	0.26%	85
2015 Q3	$1.42M	Buy	8,150 +300	+4%	+$52.2K	0.29%	78
2015 Q2	$1.67M	Buy	7,850 +875	+13%	+$187K	0.31%	76
2015 Q1	$1.64M	Hold	6,975	–	–	0.25%	86
2014 Q4	$1.48M	Sell	6,975 -300	-4%	-$63.5K	0.24%	83
2014 Q3	$1.52M	Buy	7,275 +250	+4%	+$52.3K	0.25%	85
2014 Q2	$1.17M	Sell	7,025 -50	-0.7%	-$8.32K	0.2%	91
2014 Q1	$1.16M	Buy	7,075 +375	+6%	+$61.5K	0.22%	93
2013 Q4	$1.22M	Buy	6,700 +325	+5%	+$59.2K	0.24%	91
2013 Q3	$1.01M	Buy	+6,375	New	+$1.01M	0.22%	97