IAS
IMA Advisory Services’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12K | Buy |
+3
| New | +$2.12K | ﹤0.01% | 336 |
|
|
2020
Q3 | – | Sell |
-8
| Closed | -$2K | – | 299 |
|
|
2020
Q2 | $2K | Sell |
8
-30
| -79% | -$7.5K | ﹤0.01% | 238 |
|
|
2020
Q1 | $6K | Sell |
38
-404
| -91% | -$63.8K | ﹤0.01% | 221 |
|
|
2019
Q4 | $102K | Sell |
442
-322
| -42% | -$74.3K | 0.04% | 127 |
|
|
2019
Q3 | $158K | Sell |
764
-12,464
| -94% | -$2.58M | 0.06% | 114 |
|
|
2019
Q2 | $2.71M | Buy |
13,228
+376
| +3% | +$76.9K | 1.01% | 40 |
|
|
2019
Q1 | $2.47M | Buy |
12,852
+6,467
| +101% | +$1.24M | 0.96% | 43 |
|
|
2018
Q4 | $1.07M | Sell |
6,385
-4,705
| -42% | -$786K | 0.5% | 68 |
|
|
2018
Q3 | $2.49M | Sell |
11,090
-57
| -0.5% | -$12.8K | 0.97% | 34 |
|
|
2018
Q2 | $2.46M | Sell |
11,147
-36
| -0.3% | -$7.94K | 1.02% | 35 |
|
|
2018
Q1 | $2.82M | Buy |
11,183
+339
| +3% | +$85.4K | 1.25% | 23 |
|
|
2017
Q4 | $2.76M | Buy |
10,844
+4,080
| +60% | +$1.04M | 1.24% | 23 |
|
|
2017
Q3 | $1.6M | Buy |
6,764
+116
| +2% | +$27.5K | 0.74% | 52 |
|
|
2017
Q2 | $1.48M | Buy |
+6,648
| New | +$1.48M | 0.71% | 51 |
|