Kelleher Financial 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 | $198K | Sell |
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|
2025
Q2 | $1.28M | Sell |
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|
2025
Q1 | $991K | Buy |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $952K | Buy |
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|
2024
Q2 | $868K | Buy |
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|
2024
Q1 | $801K | Buy |
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|
2023
Q4 | $737K | Sell |
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|
2023
Q3 | $665K | Sell |
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|
2023
Q2 | $678K | Buy |
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|
2023
Q1 | $669K | Sell |
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|
2022
Q4 | $704K | Buy |
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|
2022
Q3 | $569K | Buy |
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|
2022
Q2 | $575K | Buy |
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|
2022
Q1 | $633K | Buy |
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|
2021
Q4 | $733K | Sell |
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|
2021
Q3 | $1.24M | Buy |
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|
2021
Q2 | $712K | Sell |
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|
2021
Q1 | $618K | Buy |
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|
2020
Q4 | $498K | Buy |
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|
2020
Q3 | $376K | Buy |
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|
2020
Q2 | $367K | Buy |
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|
2020
Q1 | $286K | Buy |
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|
2019
Q4 | $417K | Sell |
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|
2019
Q3 | $384K | Buy |
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|
2019
Q2 | $372K | Buy |
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|
2018
Q4 | $304K | Buy |
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|
2018
Q3 | $396K | Buy |
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|
2018
Q2 | $354K | Sell |
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|
2018
Q1 | $673K | Sell |
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|
2017
Q4 | $740K | Hold |
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|
2017
Q3 | $689K | Buy |
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|
2017
Q2 | $390K | Sell |
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|
2017
Q1 | $609K | Sell |
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|
2016
Q4 | $686K | Sell |
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|
2016
Q3 | $510K | Buy |
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|
2016
Q2 | $266K | Sell |
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|
2016
Q1 | $323K | Buy |
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