Key Client Fiduciary 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 | $639K | Sell |
|
|||||
|
2025
Q2 | $569K | Sell |
|
|||||
|
2025
Q1 | $575K | Sell |
|
|||||
|
2024
Q4 | $634K | Sell |
|
|||||
|
2024
Q3 | $582K | Buy |
|
|||||
|
2024
Q2 | $530K | Sell |
|
|||||
|
2024
Q1 | $492K | Buy |
|
|||||
|
2023
Q4 | $357K | Sell |
|
|||||
|
2023
Q3 | $368K | Sell |
|
|||||
|
2023
Q2 | $403K | Sell |
|
|||||
|
2023
Q1 | $438K | Sell |
|
|||||
|
2022
Q4 | $470K | Hold |
|
|||||
|
2022
Q3 | $401K | Buy |
|
|||||
|
2022
Q2 | $407K | Buy |
|
|||||
|
2022
Q1 | $409K | Buy |
|