Mount Yale 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 | $3.81M | Buy |
5,386
+74
| +1% | +$52.4K | 0.3% | 66 |
|
|
2025
Q1 | $2.9M | Sell |
5,312
-648
| -11% | -$354K | 0.25% | 87 |
|
|
2024
Q4 | $3.41M | Buy |
5,960
+529
| +10% | +$303K | 0.28% | 72 |
|
|
2024
Q3 | $2.69M | Sell |
5,431
-2,748
| -34% | -$1.36M | 0.26% | 89 |
|
|
2024
Q2 | $3.7M | Sell |
8,179
-220
| -3% | -$99.5K | 0.29% | 73 |
|
|
2024
Q1 | $3.51M | Buy |
8,399
+3
| +0% | +$1.25K | 0.27% | 77 |
|
|
2023
Q4 | $3.24M | Sell |
8,396
-260
| -3% | -$100K | 0.31% | 81 |
|
|
2023
Q3 | $2.8M | Sell |
8,656
-66
| -0.8% | -$21.4K | 0.3% | 75 |
|
|
2023
Q2 | $2.81M | Sell |
8,722
-384
| -4% | -$124K | 0.3% | 77 |
|
|
2023
Q1 | $2.98M | Sell |
9,106
-175
| -2% | -$57.2K | 0.33% | 71 |
|
|
2022
Q4 | $3.19M | Sell |
9,281
-114
| -1% | -$39.1K | 0.36% | 72 |
|
|
2022
Q3 | $2.75M | Buy |
9,395
+239
| +3% | +$70K | 0.37% | 66 |
|
|
2022
Q2 | $2.72M | Buy |
9,156
+1,585
| +21% | +$471K | 0.34% | 68 |
|
|
2022
Q1 | $2.5M | Sell |
7,571
-335
| -4% | -$111K | 0.27% | 80 |
|
|
2021
Q4 | $3.02M | Buy |
7,906
+159
| +2% | +$60.8K | 0.31% | 81 |
|
|
2021
Q3 | $2.93M | Buy |
7,747
+3,293
| +74% | +$1.25M | 0.34% | 73 |
|
|
2021
Q2 | $1.69M | Sell |
4,454
-59
| -1% | -$22.4K | 0.2% | 105 |
|
|
2021
Q1 | $1.48M | Sell |
4,513
-142
| -3% | -$46.4K | 0.19% | 111 |
|
|
2020
Q4 | $1.23M | Buy |
4,655
+1,039
| +29% | +$274K | 0.17% | 133 |
|
|
2020
Q3 | $727K | Buy |
3,616
+397
| +12% | +$79.8K | 0.1% | 191 |
|
|
2020
Q2 | $636K | Buy |
3,219
+1,718
| +114% | +$339K | 0.11% | 190 |
|
|
2020
Q1 | $232K | Buy |
+1,501
| New | +$232K | 0.05% | 258 |
|
|
2018
Q4 | – | Sell |
-544
| Closed | -$126K | – | 497 |
|
|
2018
Q3 | $126K | Sell |
544
-451
| -45% | -$104K | 0.02% | 371 |
|
|
2018
Q2 | $219K | Buy |
995
+2
| +0.2% | +$440 | 0.04% | 297 |
|
|
2018
Q1 | $250K | Buy |
+993
| New | +$250K | 0.05% | 266 |
|