KFP
KMG Fiduciary Partners’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Buy |
30,384
+4,881
| +19% | +$3.45M | 1.59% | 11 |
|
|
2025
Q1 | $13.9M | Sell |
25,503
-3,135
| -11% | -$1.71M | 1.16% | 16 |
|
|
2024
Q4 | $16.4M | Buy |
28,638
+23
| +0.1% | +$13.2K | 1.36% | 11 |
|
|
2024
Q3 | $14.2M | Sell |
28,615
-279
| -1% | -$138K | 1.22% | 15 |
|
|
2024
Q2 | $13.1M | Sell |
28,894
-93
| -0.3% | -$42.1K | 1.29% | 15 |
|
|
2024
Q1 | $12.1M | Buy |
28,987
+148
| +0.5% | +$61.8K | 1.25% | 17 |
|
|
2023
Q4 | $11.1M | Buy |
28,839
+857
| +3% | +$331K | 1.3% | 17 |
|
|
2023
Q3 | $9.05M | Buy |
27,982
+937
| +3% | +$303K | 1.2% | 17 |
|
|
2023
Q2 | $8.72M | Buy |
27,045
+5,274
| +24% | +$1.7M | 1.13% | 20 |
|
|
2023
Q1 | $7.12M | Sell |
21,771
-1,586
| -7% | -$519K | 1.02% | 23 |
|
|
2022
Q4 | $8.02M | Buy |
23,357
+1,287
| +6% | +$442K | 1.32% | 14 |
|
|
2022
Q3 | $6.47M | Buy |
22,070
+4,088
| +23% | +$1.2M | 1.24% | 17 |
|
|
2022
Q2 | $5.34M | Buy |
17,982
+1,977
| +12% | +$587K | 1% | 27 |
|
|
2022
Q1 | $5.28M | Buy |
16,005
+2,131
| +15% | +$703K | 0.84% | 32 |
|
|
2021
Q4 | $5.31M | Buy |
13,874
+1,805
| +15% | +$690K | 0.82% | 32 |
|
|
2021
Q3 | $4.56M | Buy |
12,069
+1,235
| +11% | +$467K | 0.78% | 34 |
|
|
2021
Q2 | $4.11M | Buy |
10,834
+190
| +2% | +$72.1K | 0.73% | 38 |
|
|
2021
Q1 | $3.48M | Buy |
10,644
+312
| +3% | +$102K | 0.68% | 39 |
|
|
2020
Q4 | $2.8M | Buy |
10,332
+1,433
| +16% | +$388K | 0.59% | 43 |
|
|
2020
Q3 | $1.79M | Buy |
8,899
+3,175
| +55% | +$638K | 0.44% | 50 |
|
|
2020
Q2 | $1.13M | Buy |
5,724
+153
| +3% | +$30.2K | 0.31% | 70 |
|
|
2020
Q1 | $861K | Sell |
5,571
-320
| -5% | -$49.5K | 0.28% | 72 |
|
|
2019
Q4 | $1.36M | Buy |
5,891
+124
| +2% | +$28.5K | 0.41% | 48 |
|
|
2019
Q3 | $1.2M | Buy |
5,767
+501
| +10% | +$104K | 0.41% | 49 |
|
|
2019
Q2 | $1.08M | Buy |
5,266
+154
| +3% | +$31.5K | 0.39% | 50 |
|
|
2019
Q1 | $981K | Buy |
+5,112
| New | +$981K | 0.37% | 57 |
|