OA
Operose Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Hold |
2,459
| – | – | 0.49% | 32 |
|
|
2025
Q1 | $1.34M | Buy |
2,459
+84
| +4% | +$45.9K | 0.45% | 33 |
|
|
2024
Q4 | $1.36M | Sell |
2,375
-455
| -16% | -$261K | 0.47% | 34 |
|
|
2024
Q3 | $1.4M | Hold |
2,830
| – | – | 0.45% | 30 |
|
|
2024
Q2 | $1.28M | Hold |
2,830
| – | – | 0.45% | 29 |
|
|
2024
Q1 | $1.18M | Buy |
2,830
+680
| +32% | +$284K | 0.4% | 29 |
|
|
2023
Q4 | $829K | Sell |
2,150
-60
| -3% | -$23.1K | 0.33% | 32 |
|
|
2023
Q3 | $715K | Sell |
2,210
-5
| -0.2% | -$1.62K | 0.28% | 36 |
|
|
2023
Q2 | $715K | Buy |
2,215
+1,466
| +196% | +$473K | 0.32% | 28 |
|
|
2023
Q1 | $245K | Hold |
749
| – | – | 0.12% | 59 |
|
|
2022
Q4 | $257K | Hold |
749
| – | – | 0.14% | 57 |
|
|
2022
Q3 | $219K | Buy |
749
+300
| +67% | +$87.7K | 0.14% | 54 |
|
|
2022
Q2 | $133K | Buy |
449
+300
| +201% | +$88.9K | 0.09% | 77 |
|
|
2022
Q1 | $49K | Buy |
+149
| New | +$49K | 0.03% | 146 |
|