Icon 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 | $418K | Buy |
591
+115
| +24% | +$81.3K | 0.03% | 269 |
|
|
2025
Q1 | $260K | Buy |
476
+37
| +8% | +$20.2K | 0.02% | 304 |
|
|
2024
Q4 | $252K | Sell |
439
-43
| -9% | -$24.6K | 0.02% | 332 |
|
|
2024
Q3 | $239K | Buy |
482
+127
| +36% | +$62.9K | 0.02% | 325 |
|
|
2024
Q2 | $181K | Buy |
355
+24
| +7% | +$12.2K | 0.02% | 349 |
|
|
2024
Q1 | $138K | Buy |
+331
| New | +$138K | 0.01% | 404 |
|