HCR Wealth Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.53M | Sell |
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|
2025
Q2 | $1.42M | Buy |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $881K | Buy |
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|
2024
Q3 | $719K | Sell |
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|
2024
Q2 | $675K | Buy |
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|
2024
Q1 | $579K | Hold |
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|
2023
Q4 | $535K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $234K | Buy |
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|
2018
Q2 | $214K | Hold |
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|
2018
Q1 | $244K | Hold |
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|
2017
Q4 | $247K | Buy |
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|
2017
Q3 | $221K | Buy |
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