KA
Kozak & Associates’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Sell |
450
-8
| -2% | -$5.58K | 0.06% | 61 |
|
|
2025
Q1 | $231K | Sell |
458
-63
| -12% | -$31.8K | 0.06% | 65 |
|
|
2024
Q4 | $302K | Sell |
521
-43
| -8% | -$25K | 0.07% | 57 |
|
|
2024
Q3 | $299K | Buy |
564
+10
| +2% | +$5.3K | 0.07% | 64 |
|
|
2024
Q2 | $259K | Sell |
554
-4
| -0.7% | -$1.87K | 0.06% | 67 |
|
|
2024
Q1 | $259K | Sell |
558
-320
| -36% | -$149K | 0.07% | 69 |
|
|
2023
Q4 | $334K | Sell |
878
-371
| -30% | -$141K | 0.11% | 57 |
|
|
2023
Q3 | $390K | Sell |
1,249
-29
| -2% | -$9.06K | 0.14% | 52 |
|
|
2023
Q2 | $418K | Buy |
1,278
+6
| +0.5% | +$1.96K | 0.17% | 51 |
|
|
2023
Q1 | $416K | Buy |
1,272
+6
| +0.5% | +$1.96K | 0.19% | 53 |
|
|
2022
Q4 | $435K | Buy |
1,266
+6
| +0.5% | +$2.06K | 0.22% | 42 |
|
|
2022
Q3 | $371K | Buy |
1,260
+7
| +0.6% | +$2.06K | 0.23% | 41 |
|
|
2022
Q2 | $372K | Sell |
1,253
-95
| -7% | -$28.2K | 0.25% | 41 |
|
|
2022
Q1 | $445K | Hold |
1,348
| – | – | 0.28% | 42 |
|
|
2021
Q4 | $445K | Buy |
1,348
+75
| +6% | +$24.8K | 0.28% | 42 |
|
|
2021
Q3 | $515K | Buy |
+1,273
| New | +$515K | 0.3% | 39 |
|
|
2020
Q4 | $347K | Buy |
+1,183
| New | +$347K | 0.27% | 44 |
|