JFS 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
Q2 | $2.01M | Sell |
|
|||||
|
2025
Q1 | $1.57M | Sell |
|
|||||
|
2024
Q4 | $1.65M | Buy |
|
|||||
|
2024
Q3 | $1.41M | Buy |
|
|||||
|
2024
Q2 | $780K | Sell |
|
|||||
|
2024
Q1 | $741K | Buy |
|
|||||
|
2023
Q4 | $666K | Sell |
|
|||||
|
2023
Q3 | $563K | Buy |
|
|||||
|
2023
Q2 | $556K | Hold |
|
|||||
|
2023
Q1 | $564K | Sell |
|
|||||
|
2022
Q4 | $600K | Sell |
|
|||||
|
2022
Q3 | $532K | Buy |
|
|||||
|
2022
Q2 | $518K | Sell |
|
|||||
|
2022
Q1 | $586K | Buy |
|
|||||
|
2021
Q4 | $671K | Buy |
|
|||||
|
2021
Q3 | $613K | Buy |
|
|||||
|
2021
Q2 | $580K | Hold |
|
|||||
|
2021
Q1 | $500K | Hold |
|
|||||
|
2020
Q4 | $403K | Buy |
|
|||||
|
2020
Q3 | $301K | Hold |
|
|||||
|
2020
Q2 | $296K | Hold |
|
|||||
|
2020
Q1 | $232K | Hold |
|
|||||
|
2019
Q4 | $345K | Hold |
|
|||||
|
2019
Q3 | $311K | Hold |
|
|||||
|
2019
Q2 | $307K | Hold |
|
|||||
|
2019
Q1 | $288K | Sell |
|
|||||
|
2018
Q4 | $261K | Sell |
|
|||||
|
2018
Q3 | $407K | Sell |
|
|||||
|
2018
Q2 | $404K | Hold |
|
|||||
|
2018
Q1 | $461K | Hold |
|
|||||
|
2017
Q4 | $466K | Buy |
|
|||||
|
2017
Q3 | $430K | Buy |
|
|||||
|
2017
Q2 | $347K | Sell |
|
|||||
|
2017
Q1 | $390K | Hold |
|
|||||
|
2016
Q4 | $390K | Buy |
|
|||||
|
2016
Q3 | $253K | Sell |
|
|||||
|
2016
Q2 | $441K | Buy |
|
|||||
|
2016
Q1 | $251K | Buy |
|
|||||
|
2015
Q4 | $284K | Hold |
|
|||||
|
2015
Q3 | $274K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $261K | Buy |
|
|||||
|
2013
Q4 | $270K | Sell |
|
|||||
|
2013
Q3 | $269K | Buy |
|
|||||
|
2013
Q2 | $242K | Buy |
|