J.W. Cole 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 | $9.62M | Sell |
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|
2025
Q2 | $8.87M | Buy |
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|
2025
Q1 | $5.39M | Buy |
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|
2024
Q4 | $4.51M | Buy |
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|
2024
Q3 | $3.55M | Buy |
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|
2024
Q2 | $3M | Buy |
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|
2024
Q1 | $2.76M | Sell |
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|
2023
Q4 | $2.55M | Sell |
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|
2023
Q3 | $2.24M | Sell |
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|
2023
Q2 | $2.25M | Sell |
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|
2023
Q1 | $2.84M | Buy |
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|
2022
Q4 | $2.58M | Buy |
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|
2022
Q3 | $2.15M | Sell |
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|
2022
Q2 | $2.23M | Buy |
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|
2022
Q1 | $2.44M | Buy |
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|
2021
Q4 | $2.72M | Buy |
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|
2021
Q3 | $2.52M | Buy |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $852K | Buy |
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|
2020
Q4 | $586K | Buy |
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|
2020
Q3 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $502K | Buy |
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