Kozak & Associates’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
Q2 | $314K | Sell |
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|
2025
Q1 | $231K | Sell |
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|
2024
Q4 | $302K | Sell |
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|
2024
Q3 | $299K | Buy |
|
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|
2024
Q2 | $259K | Sell |
|
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|
2024
Q1 | $259K | Sell |
|
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|
2023
Q4 | $334K | Sell |
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|
2023
Q3 | $390K | Sell |
|
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|
2023
Q2 | $418K | Buy |
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|
2023
Q1 | $416K | Buy |
|
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|
2022
Q4 | $435K | Buy |
|
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|
2022
Q3 | $371K | Buy |
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|
2022
Q2 | $372K | Sell |
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|
2022
Q1 | $445K | Hold |
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|
2021
Q4 | $445K | Buy |
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|
2021
Q3 | $515K | Buy |
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|
2020
Q4 | $347K | Buy |
|