Navis 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 | $1.44M | Buy |
2,037
+32
| +2% | +$22.7K | 1.21% | 15 |
|
|
2025
Q1 | $1.1M | Hold |
2,005
| – | – | 1.08% | 17 |
|
|
2024
Q4 | $1.15M | Buy |
2,005
+10
| +0.5% | +$5.73K | 1.25% | 17 |
|
|
2024
Q3 | $988K | Buy |
1,995
+11
| +0.6% | +$5.45K | 1.07% | 18 |
|
|
2024
Q2 | $897K | Buy |
1,984
+11
| +0.6% | +$4.98K | 1.03% | 19 |
|
|
2024
Q1 | $824K | Buy |
1,973
+13
| +0.7% | +$5.43K | 0.99% | 18 |
|
|
2023
Q4 | $756K | Sell |
1,960
-789
| -29% | -$304K | 0.99% | 19 |
|
|
2023
Q3 | $890K | Buy |
2,749
+15
| +0.5% | +$4.85K | 1.29% | 16 |
|
|
2023
Q2 | $882K | Buy |
2,734
+14
| +0.5% | +$4.52K | 0.81% | 19 |
|
|
2023
Q1 | $890K | Buy |
2,720
+14
| +0.5% | +$4.58K | 0.98% | 18 |
|
|
2022
Q4 | $929K | Buy |
2,706
+13
| +0.5% | +$4.46K | 1.32% | 18 |
|
|
2022
Q3 | $789K | Buy |
2,693
+15
| +0.6% | +$4.4K | 1.22% | 16 |
|
|
2022
Q2 | $795K | Buy |
2,678
+12
| +0.5% | +$3.56K | 0.85% | 24 |
|
|
2022
Q1 | $880K | Buy |
2,666
+11
| +0.4% | +$3.63K | 0.78% | 28 |
|
|
2021
Q4 | $1.02M | Buy |
2,655
+9
| +0.3% | +$3.44K | 0.85% | 28 |
|
|
2021
Q3 | $1M | Buy |
2,646
+9
| +0.3% | +$3.4K | 0.7% | 25 |
|
|
2021
Q2 | $1M | Buy |
2,637
+6
| +0.2% | +$2.28K | 0.84% | 26 |
|
|
2021
Q1 | $860K | Sell |
2,631
-94
| -3% | -$30.7K | 0.67% | 28 |
|
|
2020
Q4 | $719K | Buy |
+2,725
| New | +$719K | 0.65% | 37 |
|