Mutual 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 | $6.06M | Buy |
8,313
+656
| +9% | +$478K | 0.15% | 147 |
|
|
2025
Q1 | $4.17M | Buy |
7,657
+2,209
| +41% | +$1.2M | 0.12% | 171 |
|
|
2024
Q4 | $3.34M | Sell |
5,448
-62
| -1% | -$38K | 0.1% | 191 |
|
|
2024
Q3 | $2.89M | Sell |
5,510
-153
| -3% | -$80.3K | 0.08% | 214 |
|
|
2024
Q2 | $2.79M | Buy |
5,663
+2
| +0% | +$985 | 0.08% | 212 |
|
|
2024
Q1 | $2.36M | Buy |
5,661
+568
| +11% | +$237K | 0.08% | 239 |
|
|
2023
Q4 | $1.96M | Sell |
5,093
-101
| -2% | -$39K | 0.07% | 278 |
|
|
2023
Q3 | $1.68M | Sell |
5,194
-11
| -0.2% | -$3.56K | 0.07% | 291 |
|
|
2023
Q2 | $1.68M | Sell |
5,205
-219
| -4% | -$70.6K | 0.06% | 291 |
|
|
2023
Q1 | $1.77M | Sell |
5,424
-37
| -0.7% | -$12.1K | 0.07% | 274 |
|
|
2022
Q4 | $1.88M | Sell |
5,461
-179
| -3% | -$61.5K | 0.08% | 241 |
|
|
2022
Q3 | $1.65M | Sell |
5,640
-254
| -4% | -$74.4K | 0.09% | 230 |
|
|
2022
Q2 | $1.75M | Buy |
5,894
+2,549
| +76% | +$757K | 0.12% | 197 |
|
|
2022
Q1 | $1.1M | Buy |
3,345
+520
| +18% | +$172K | 0.06% | 350 |
|
|
2021
Q4 | $1.08M | Buy |
2,825
+423
| +18% | +$162K | 0.06% | 361 |
|
|
2021
Q3 | $908K | Sell |
2,402
-126
| -5% | -$47.6K | 0.05% | 380 |
|
|
2021
Q2 | $959K | Buy |
2,528
+478
| +23% | +$181K | 0.06% | 358 |
|
|
2021
Q1 | $670K | Buy |
2,050
+1,009
| +97% | +$330K | 0.05% | 417 |
|
|
2020
Q4 | $274K | Sell |
1,041
-408
| -28% | -$107K | 0.02% | 620 |
|
|
2020
Q3 | $291K | Sell |
1,449
-65
| -4% | -$13.1K | 0.03% | 549 |
|
|
2020
Q2 | $299K | Buy |
+1,514
| New | +$299K | 0.03% | 507 |
|
|
2020
Q1 | – | Sell |
-2,090
| Closed | -$481K | – | 596 |
|
|
2019
Q4 | $481K | Sell |
2,090
-1,696
| -45% | -$390K | 0.05% | 350 |
|
|
2019
Q3 | $784K | Sell |
3,786
-1,033
| -21% | -$214K | 0.1% | 235 |
|
|
2019
Q2 | $986K | Sell |
4,819
-148
| -3% | -$30.3K | 0.13% | 203 |
|
|
2019
Q1 | $954K | Sell |
4,967
-481
| -9% | -$92.4K | 0.14% | 179 |
|
|
2018
Q4 | $910K | Sell |
5,448
-608
| -10% | -$102K | 0.18% | 142 |
|
|
2018
Q3 | $1.36M | Buy |
6,056
+2,019
| +50% | +$453K | 0.21% | 122 |
|
|
2018
Q2 | $890K | Sell |
4,037
-95
| -2% | -$20.9K | 0.2% | 157 |
|
|
2018
Q1 | $1.04M | Buy |
4,132
+424
| +11% | +$107K | 0.26% | 123 |
|
|
2017
Q4 | $945K | Buy |
+3,708
| New | +$945K | 0.36% | 89 |
|