Guardian Wealth Advisors (North Carolina)’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 | $1.7M | Buy |
2,404
+50
| +2% | +$35.4K | 0.12% | 100 |
|
|
2025
Q1 | $1.29M | Buy |
2,354
+19
| +0.8% | +$10.4K | 0.1% | 108 |
|
|
2024
Q4 | $1.34M | Sell |
2,335
-137
| -6% | -$78.5K | 0.11% | 108 |
|
|
2024
Q3 | $1.22M | Hold |
2,472
| – | – | 0.13% | 87 |
|
|
2024
Q2 | $1.12M | Sell |
2,472
-27
| -1% | -$12.2K | 0.13% | 90 |
|
|
2024
Q1 | $1.04M | Buy |
2,499
+76
| +3% | +$31.7K | 0.13% | 95 |
|
|
2023
Q4 | $935K | Buy |
2,423
+36
| +2% | +$13.9K | 0.14% | 93 |
|
|
2023
Q3 | $772K | Buy |
2,387
+159
| +7% | +$51.4K | 0.13% | 95 |
|
|
2023
Q2 | $719K | Buy |
2,228
+19
| +0.9% | +$6.13K | 0.12% | 95 |
|
|
2023
Q1 | $723K | Buy |
2,209
+176
| +9% | +$57.6K | 0.13% | 94 |
|
|
2022
Q4 | $698K | Buy |
2,033
+39
| +2% | +$13.4K | 0.13% | 90 |
|
|
2022
Q3 | $584K | Buy |
1,994
+6
| +0.3% | +$1.76K | 0.11% | 93 |
|
|
2022
Q2 | $590K | Buy |
+1,988
| New | +$590K | 0.11% | 92 |
|