Kingswood Wealth 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 | $4.59M | Buy |
6,489
+2,091
| +48% | +$1.48M | 0.36% | 56 |
|
|
2025
Q1 | $2.4M | Sell |
4,398
-54
| -1% | -$29.5K | 0.22% | 109 |
|
|
2024
Q4 | $2.55M | Sell |
4,452
-7,160
| -62% | -$4.1M | 0.19% | 116 |
|
|
2024
Q3 | $5.75M | Buy |
11,612
+54
| +0.5% | +$26.7K | 0.41% | 51 |
|
|
2024
Q2 | $5.23M | Buy |
11,558
+1,723
| +18% | +$779K | 0.47% | 36 |
|
|
2024
Q1 | $4.11M | Sell |
9,835
-878
| -8% | -$367K | 0.47% | 38 |
|
|
2023
Q4 | $4.13M | Buy |
10,713
+402
| +4% | +$155K | 0.47% | 38 |
|
|
2023
Q3 | $3.34M | Buy |
10,311
+7,204
| +232% | +$2.33M | 0.57% | 38 |
|
|
2023
Q2 | $1M | Buy |
+3,107
| New | +$1M | 0.32% | 84 |
|