Octavia Wealth Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Sell |
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|
2025
Q1 | $456K | Sell |
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|
2024
Q4 | $484K | Sell |
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|
2024
Q3 | $435K | Sell |
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|
2024
Q2 | $402K | Sell |
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|
2024
Q1 | $384K | Sell |
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|
2023
Q4 | $375K | Sell |
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|
2023
Q3 | $316K | Buy |
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|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $265K | Buy |
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|
2022
Q3 | $221K | Buy |
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|
2022
Q2 | $211K | Sell |
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|
2022
Q1 | $237K | Buy |
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|
2021
Q4 | $251K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $204K | Buy |
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