Miller 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 | $228K | Hold |
322
| – | – | 0.11% | 17 |
|
2025
Q1 | $176K | Hold |
322
| – | – | 0.1% | 17 |
|
2024
Q4 | $184K | Hold |
322
| – | – | 0.09% | 17 |
|
2024
Q3 | $170K | Hold |
322
| – | – | 0.09% | 15 |
|
2024
Q2 | $146K | Hold |
322
| – | – | 0.08% | 20 |
|
2024
Q1 | $134K | Sell |
322
-10
| -3% | -$4.18K | 0.08% | 20 |
|
2023
Q4 | $128K | Sell |
332
-10
| -3% | -$3.86K | 0.08% | 19 |
|
2023
Q3 | $111K | Sell |
342
-20
| -6% | -$6.47K | 0.08% | 18 |
|
2023
Q2 | $117K | Buy |
362
+327
| +934% | +$105K | 0.08% | 19 |
|
2023
Q1 | $5K | Sell |
35
-499
| -93% | -$71.3K | 0.02% | 50 |
|
2022
Q4 | $175K | Buy |
534
+172
| +48% | +$56.4K | 0.12% | 14 |
|
2022
Q3 | $108K | Hold |
362
| – | – | 0.09% | 31 |
|
2022
Q2 | $108K | Sell |
362
-15
| -4% | -$4.48K | 0.09% | 19 |
|
2022
Q1 | $124K | Buy |
377
+60
| +19% | +$19.7K | 0.08% | 19 |
|
2021
Q4 | $121K | Buy |
+317
| New | +$121K | 0.08% | 19 |
|