Jackson Grant Investment Advisers’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 | $115K | Hold |
163
| – | – | 0.04% | 139 |
|
|
2025
Q1 | $89K | Hold |
163
| – | – | 0.03% | 148 |
|
|
2024
Q4 | $93.3K | Buy |
163
+16
| +11% | +$9.16K | 0.04% | 146 |
|
|
2024
Q3 | $72.8K | Hold |
147
| – | – | 0.03% | 159 |
|
|
2024
Q2 | $66.5K | Hold |
147
| – | – | 0.03% | 158 |
|
|
2024
Q1 | $61.4K | Hold |
147
| – | – | 0.03% | 163 |
|
|
2023
Q4 | $56.7K | Hold |
147
| – | – | 0.03% | 163 |
|
|
2023
Q3 | $47.6K | Hold |
147
| – | – | 0.02% | 169 |
|
|
2023
Q2 | $47.4K | Hold |
147
| – | – | 0.02% | 174 |
|
|
2023
Q1 | $48.1K | Hold |
147
| – | – | 0.02% | 187 |
|
|
2022
Q4 | $50.5K | Hold |
147
| – | – | 0.02% | 180 |
|
|
2022
Q3 | $43K | Hold |
147
| – | – | 0.02% | 184 |
|
|
2022
Q2 | $44K | Hold |
147
| – | – | 0.02% | 194 |
|
|
2022
Q1 | $49K | Hold |
147
| – | – | 0.02% | 206 |
|
|
2021
Q4 | $56K | Hold |
147
| – | – | 0.03% | 161 |
|
|
2021
Q3 | $56K | Hold |
147
| – | – | 0.02% | 195 |
|
|
2021
Q2 | $56K | Buy |
147
+13
| +10% | +$4.95K | 0.02% | 193 |
|
|
2021
Q1 | $44K | Buy |
+134
| New | +$44K | 0.02% | 212 |
|
|
2018
Q3 | – | Sell |
-250
| Closed | -$55K | – | 218 |
|
|
2018
Q2 | $55K | Buy |
+250
| New | +$55K | 0.04% | 144 |
|
|
2016
Q1 | – | Sell |
-1,000
| Closed | -$26K | – | 174 |
|
|
2015
Q4 | $26K | Buy |
+1,000
| New | +$26K | 0.02% | 133 |
|