Moser 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 | $1.32M | Sell |
1,868
-2
| -0.1% | -$1.42K | 0.63% | 32 |
|
|
2025
Q1 | $1.02M | Buy |
1,870
+52
| +3% | +$28.4K | 0.54% | 40 |
|
|
2024
Q4 | $1.04M | Hold |
1,818
| – | – | 0.54% | 39 |
|
|
2024
Q3 | $900K | Hold |
1,818
| – | – | 0.47% | 40 |
|
|
2024
Q2 | $822K | Sell |
1,818
-75
| -4% | -$33.9K | 0.45% | 40 |
|
|
2024
Q1 | $791K | Hold |
1,893
| – | – | 0.44% | 45 |
|
|
2023
Q4 | $730K | Sell |
1,893
-446
| -19% | -$172K | 0.47% | 42 |
|
|
2023
Q3 | $757K | Sell |
2,339
-149
| -6% | -$48.2K | 0.53% | 41 |
|
|
2023
Q2 | $802K | Buy |
+2,488
| New | +$802K | 0.54% | 43 |
|
|
2022
Q4 | $873K | Sell |
2,543
-55
| -2% | -$18.9K | 0.66% | 39 |
|
|
2022
Q3 | $761K | Hold |
2,598
| – | – | 0.59% | 43 |
|
|
2022
Q2 | $772K | Buy |
2,598
+145
| +6% | +$43.1K | 0.57% | 45 |
|
|
2022
Q1 | $810K | Buy |
2,453
+838
| +52% | +$277K | 0.51% | 45 |
|
|
2021
Q4 | $618K | Buy |
1,615
+395
| +32% | +$151K | 0.37% | 49 |
|
|
2021
Q3 | $461K | Buy |
1,220
+255
| +26% | +$96.4K | 0.29% | 56 |
|
|
2021
Q2 | $366K | Buy |
+965
| New | +$366K | 0.24% | 60 |
|