Independent Advisor Alliance’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 | $6.07M | Buy |
8,570
+1,316
| +18% | +$931K | 0.17% | 98 |
|
|
2025
Q1 | $3.96M | Buy |
7,254
+233
| +3% | +$127K | 0.13% | 141 |
|
|
2024
Q4 | $4.02M | Buy |
7,021
+1,543
| +28% | +$884K | 0.05% | 321 |
|
|
2024
Q3 | $2.71M | Sell |
5,478
-487
| -8% | -$241K | 0.1% | 174 |
|
|
2024
Q2 | $2.7M | Buy |
5,965
+547
| +10% | +$247K | 0.09% | 178 |
|
|
2024
Q1 | $2.26M | Buy |
5,418
+32
| +0.6% | +$13.4K | 0.08% | 200 |
|
|
2023
Q4 | $2.08M | Sell |
5,386
-621
| -10% | -$240K | 0.07% | 205 |
|
|
2023
Q3 | $1.94M | Buy |
6,007
+997
| +20% | +$323K | 0.09% | 196 |
|
|
2023
Q2 | $1.62M | Buy |
5,010
+162
| +3% | +$52.2K | 0.07% | 233 |
|
|
2023
Q1 | $1.59M | Buy |
+4,848
| New | +$1.59M | 0.08% | 222 |
|
|
2022
Q4 | – | Sell |
-4,850
| Closed | -$1.42M | – | 508 |
|
|
2022
Q3 | $1.42M | Sell |
4,850
-17
| -0.3% | -$4.98K | 0.08% | 214 |
|
|
2022
Q2 | $1.45M | Sell |
4,867
-1,145
| -19% | -$340K | 0.08% | 204 |
|
|
2022
Q1 | $1.99M | Sell |
6,012
-65
| -1% | -$21.5K | 0.1% | 187 |
|
|
2021
Q4 | $2.33M | Buy |
6,077
+312
| +5% | +$119K | 0.11% | 147 |
|
|
2021
Q3 | $2.18M | Sell |
5,765
-1,184
| -17% | -$448K | 0.12% | 149 |
|
|
2021
Q2 | $2.64M | Sell |
6,949
-1,040
| -13% | -$395K | 0.14% | 141 |
|
|
2021
Q1 | $2.61M | Buy |
7,989
+2,794
| +54% | +$914K | 0.16% | 129 |
|
|
2020
Q4 | $1.37M | Buy |
5,195
+1,047
| +25% | +$276K | 0.09% | 164 |
|
|
2020
Q3 | $834K | Sell |
4,148
-886
| -18% | -$178K | 0.06% | 211 |
|
|
2020
Q2 | $995K | Buy |
5,034
+200
| +4% | +$39.5K | 0.11% | 154 |
|
|
2020
Q1 | $747K | Buy |
4,834
+1,360
| +39% | +$210K | 0.11% | 153 |
|
|
2019
Q4 | $799K | Sell |
3,474
-435
| -11% | -$100K | 0.03% | 427 |
|
|
2019
Q3 | $810K | Sell |
3,909
-238
| -6% | -$49.3K | 0.1% | 181 |
|
|
2019
Q2 | $849K | Buy |
4,147
+1,107
| +36% | +$227K | 0.12% | 162 |
|
|
2019
Q1 | $584K | Sell |
3,040
-325
| -10% | -$62.4K | 0.08% | 203 |
|
|
2018
Q4 | $562K | Buy |
3,365
+701
| +26% | +$117K | 0.1% | 180 |
|
|
2018
Q3 | $516K | Buy |
2,664
+109
| +4% | +$21.1K | 0.09% | 178 |
|
|
2018
Q2 | $504K | Buy |
2,555
+267
| +12% | +$52.7K | 0.1% | 179 |
|
|
2018
Q1 | $567K | Buy |
2,288
+669
| +41% | +$166K | 0.13% | 172 |
|
|
2017
Q4 | $408K | Buy |
+1,619
| New | +$408K | 0.09% | 202 |
|