Kelleher Financial Advisors’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 | $1.28M | Sell |
1,809
-6
| -0.3% | -$4.25K | 0.44% | 35 |
|
|
2025
Q1 | $991K | Buy |
1,815
+17
| +0.9% | +$9.29K | 0.4% | 42 |
|
|
2024
Q4 | $1.03M | Sell |
1,798
-124
| -6% | -$71K | 0.39% | 32 |
|
|
2024
Q3 | $952K | Buy |
1,922
+3
| +0.2% | +$1.49K | 0.36% | 40 |
|
|
2024
Q2 | $868K | Buy |
1,919
+2
| +0.1% | +$905 | 0.36% | 39 |
|
|
2024
Q1 | $801K | Buy |
1,917
+5
| +0.3% | +$2.09K | 0.33% | 44 |
|
|
2023
Q4 | $737K | Sell |
1,912
-140
| -7% | -$54K | 0.35% | 41 |
|
|
2023
Q3 | $665K | Sell |
2,052
-47
| -2% | -$15.2K | 0.34% | 42 |
|
|
2023
Q2 | $678K | Buy |
2,099
+52
| +3% | +$16.8K | 0.39% | 46 |
|
|
2023
Q1 | $669K | Sell |
2,047
-2
| -0.1% | -$654 | 0.44% | 43 |
|
|
2022
Q4 | $704K | Buy |
2,049
+106
| +5% | +$36.4K | 0.53% | 35 |
|
|
2022
Q3 | $569K | Buy |
1,943
+5
| +0.3% | +$1.46K | 0.41% | 54 |
|
|
2022
Q2 | $575K | Buy |
1,938
+18
| +0.9% | +$5.34K | 0.26% | 67 |
|
|
2022
Q1 | $633K | Buy |
1,920
+1
| +0.1% | +$330 | 0.35% | 56 |
|
|
2021
Q4 | $733K | Sell |
1,919
-1,347
| -41% | -$515K | 0.39% | 52 |
|
|
2021
Q3 | $1.24M | Buy |
3,266
+1,388
| +74% | +$525K | 0.54% | 40 |
|
|
2021
Q2 | $712K | Sell |
1,878
-14
| -0.7% | -$5.31K | 0.4% | 53 |
|
|
2021
Q1 | $618K | Buy |
1,892
+2
| +0.1% | +$653 | 0.4% | 54 |
|
|
2020
Q4 | $498K | Buy |
1,890
+22
| +1% | +$5.8K | 0.37% | 59 |
|
|
2020
Q3 | $376K | Buy |
1,868
+13
| +0.7% | +$2.62K | 0.31% | 65 |
|
|
2020
Q2 | $367K | Buy |
1,855
+2
| +0.1% | +$396 | 0.35% | 65 |
|
|
2020
Q1 | $286K | Buy |
1,853
+40
| +2% | +$6.17K | 0.34% | 65 |
|
|
2019
Q4 | $417K | Sell |
1,813
-41
| -2% | -$9.43K | 0.42% | 59 |
|
|
2019
Q3 | $384K | Buy |
1,854
+35
| +2% | +$7.25K | 0.47% | 52 |
|
|
2019
Q2 | $372K | Buy |
+1,819
| New | +$372K | 0.46% | 56 |
|
|
2018
Q4 | $304K | Buy |
1,818
+51
| +3% | +$8.53K | 0.49% | 56 |
|
|
2018
Q3 | $396K | Buy |
1,767
+164
| +10% | +$36.8K | 0.51% | 48 |
|
|
2018
Q2 | $354K | Sell |
1,603
-1,069
| -40% | -$236K | 0.51% | 51 |
|
|
2018
Q1 | $673K | Sell |
2,672
-235
| -8% | -$59.2K | 0.92% | 26 |
|
|
2017
Q4 | $740K | Hold |
2,907
| – | – | 1.17% | 24 |
|
|
2017
Q3 | $689K | Buy |
2,907
+1,149
| +65% | +$272K | 1.45% | 19 |
|
|
2017
Q2 | $390K | Sell |
1,758
-895
| -34% | -$199K | 0.75% | 48 |
|
|
2017
Q1 | $609K | Sell |
2,653
-212
| -7% | -$48.7K | 1.3% | 20 |
|
|
2016
Q4 | $686K | Sell |
2,865
-300
| -9% | -$71.8K | 0.38% | 65 |
|
|
2016
Q3 | $510K | Buy |
3,165
+1,374
| +77% | +$221K | 0.29% | 71 |
|
|
2016
Q2 | $266K | Sell |
1,791
-268
| -13% | -$39.8K | 0.16% | 103 |
|
|
2016
Q1 | $323K | Buy |
+2,059
| New | +$323K | 0.18% | 111 |
|