Moneta Group Investment 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 | $3.16M | Buy |
4,470
+846
| +23% | +$599K | 0.04% | 178 |
|
|
2025
Q1 | $1.98M | Buy |
3,624
+170
| +5% | +$92.9K | 0.03% | 211 |
|
|
2024
Q4 | $1.98M | Buy |
3,454
+545
| +19% | +$312K | 0.03% | 210 |
|
|
2024
Q3 | $1.44M | Buy |
2,909
+304
| +12% | +$150K | 0.02% | 243 |
|
|
2024
Q2 | $1.18M | Buy |
2,605
+412
| +19% | +$186K | 0.02% | 248 |
|
|
2024
Q1 | $916K | Buy |
2,193
+482
| +28% | +$201K | 0.01% | 279 |
|
|
2023
Q4 | $660K | Buy |
1,711
+23
| +1% | +$8.87K | 0.01% | 294 |
|
|
2023
Q3 | $546K | Buy |
1,688
+40
| +2% | +$12.9K | 0.01% | 299 |
|
|
2023
Q2 | $532K | Buy |
1,648
+7
| +0.4% | +$2.26K | 0.01% | 314 |
|
|
2023
Q1 | $537K | Buy |
1,641
+548
| +50% | +$179K | 0.01% | 308 |
|
|
2022
Q4 | $400K | Buy |
1,093
+356
| +48% | +$130K | 0.01% | 325 |
|
|
2022
Q3 | $216K | Sell |
737
-327
| -31% | -$95.8K | 0.01% | 403 |
|
|
2022
Q2 | $316K | Buy |
+1,064
| New | +$316K | 0.01% | 374 |
|
|
2022
Q1 | – | Sell |
-701
| Closed | -$268K | – | 465 |
|
|
2021
Q4 | $268K | Buy |
+701
| New | +$268K | 0.01% | 399 |
|
|
2018
Q3 | – | Sell |
-470
| Closed | -$104K | – | 288 |
|
|
2018
Q2 | $104K | Buy |
470
+170
| +57% | +$37.6K | 0.01% | 281 |
|
|
2018
Q1 | $76K | Buy |
300
+97
| +48% | +$24.6K | 0.01% | 278 |
|
|
2017
Q4 | $52K | Buy |
+203
| New | +$52K | 0.01% | 264 |
|
|
2015
Q4 | – | Sell |
-70
| Closed | -$12K | – | 251 |
|
|
2015
Q3 | $12K | Buy |
+70
| New | +$12K | ﹤0.01% | 394 |
|
|
2015
Q2 | – | Sell |
-2,000
| Closed | -$376K | – | 139 |
|
|
2015
Q1 | $376K | Hold |
2,000
| – | – | 0.16% | 104 |
|
|
2014
Q4 | $388K | Buy |
2,000
+500
| +33% | +$97K | 0.19% | 93 |
|
|
2014
Q3 | $275K | Hold |
1,500
| – | – | 0.14% | 116 |
|
|
2014
Q2 | $251K | Hold |
1,500
| – | – | 0.14% | 116 |
|
|
2014
Q1 | $246K | Hold |
1,500
| – | – | 0.15% | 103 |
|
|
2013
Q4 | $266K | Hold |
1,500
| – | – | 0.16% | 105 |
|
|
2013
Q3 | $237K | Hold |
1,500
| – | – | 0.16% | 98 |
|
|
2013
Q2 | $227K | Buy |
+1,500
| New | +$227K | 0.16% | 98 |
|