Heritage Wealth Advisors’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 | $735K | Hold |
1,038
| – | – | 0.03% | 102 |
|
|
2025
Q1 | $567K | Sell |
1,038
-119
| -10% | -$65K | 0.03% | 116 |
|
|
2024
Q4 | $663K | Sell |
1,157
-85
| -7% | -$48.7K | 0.03% | 113 |
|
|
2024
Q3 | $615K | Buy |
1,242
+2
| +0.2% | +$991 | 0.03% | 128 |
|
|
2024
Q2 | $561K | Buy |
1,240
+1
| +0.1% | +$452 | 0.03% | 131 |
|
|
2024
Q1 | $518K | Sell |
1,239
-199
| -14% | -$83.1K | 0.02% | 142 |
|
|
2023
Q4 | $555K | Buy |
1,438
+200
| +16% | +$77.2K | 0.03% | 138 |
|
|
2023
Q3 | $400K | Buy |
1,238
+1
| +0.1% | +$323 | 0.02% | 145 |
|
|
2023
Q2 | $399K | Sell |
1,237
-70
| -5% | -$22.6K | 0.02% | 148 |
|
|
2023
Q1 | $427K | Buy |
1,307
+96
| +8% | +$31.4K | 0.02% | 141 |
|
|
2022
Q4 | $416K | Buy |
1,211
+129
| +12% | +$44.3K | 0.02% | 144 |
|
|
2022
Q3 | $317K | Sell |
1,082
-482
| -31% | -$141K | 0.02% | 155 |
|
|
2022
Q2 | $465K | Buy |
1,564
+1,214
| +347% | +$361K | 0.03% | 129 |
|
|
2022
Q1 | $116K | Hold |
350
| – | – | 0.01% | 238 |
|
|
2021
Q4 | $134K | Hold |
350
| – | – | 0.01% | 237 |
|
|
2021
Q3 | $132K | Buy |
+350
| New | +$132K | 0.01% | 229 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$65.4K | – | 573 |
|
|
2021
Q1 | $65.4K | Hold |
200
| – | – | ﹤0.01% | 305 |
|
|
2020
Q4 | $53K | Hold |
200
| – | – | ﹤0.01% | 318 |
|
|
2020
Q3 | $40.2K | Hold |
200
| – | – | 0.01% | 285 |
|
|
2020
Q2 | $39.5K | Hold |
200
| – | – | 0.01% | 274 |
|
|
2020
Q1 | $30.9K | Sell |
200
-195
| -49% | -$30.1K | 0.01% | 280 |
|
|
2019
Q4 | $90.8K | Sell |
395
-122
| -24% | -$28.1K | 0.01% | 238 |
|
|
2019
Q3 | $107K | Hold |
517
| – | – | 0.02% | 207 |
|
|
2019
Q2 | $106K | Hold |
517
| – | – | 0.02% | 186 |
|
|
2019
Q1 | $99.3K | Buy |
517
+350
| +210% | +$67.2K | 0.02% | 176 |
|
|
2018
Q4 | $27K | Hold |
167
| – | – | 0.01% | 236 |
|
|
2018
Q3 | $37K | Buy |
+167
| New | +$37K | 0.01% | 219 |
|