IVC 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 | $436K | Buy |
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|
2025
Q2 | $382K | Buy |
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|
2025
Q1 | $293K | Buy |
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|
2024
Q4 | $300K | Buy |
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|
2024
Q3 | $258K | Sell |
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|
2024
Q2 | $268K | Buy |
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|
2024
Q1 | $246K | Buy |
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|
2023
Q4 | $226K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $218K | Sell |
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|
2022
Q4 | $265K | Buy |
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|
2022
Q3 | $214K | Buy |
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