OIA
Optimum Investment Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
2,510
-50
| -2% | -$35.4K | 0.77% | 24 |
|
|
2025
Q1 | $1.4M | Sell |
2,560
-25
| -1% | -$13.7K | 0.66% | 28 |
|
|
2024
Q4 | $1.48M | Hold |
2,585
| – | – | 0.65% | 29 |
|
|
2024
Q3 | $1.28M | Buy |
2,585
+25
| +1% | +$12.4K | 0.55% | 34 |
|
|
2024
Q2 | $1.16M | Hold |
2,560
| – | – | 0.52% | 35 |
|
|
2024
Q1 | $1.07M | Sell |
2,560
-25
| -1% | -$10.4K | 0.49% | 46 |
|
|
2023
Q4 | $997K | Sell |
2,585
-351
| -12% | -$135K | 0.5% | 42 |
|
|
2023
Q3 | $950K | Sell |
2,936
-189
| -6% | -$61.2K | 0.49% | 48 |
|
|
2023
Q2 | $1.01M | Buy |
3,125
+250
| +9% | +$80.6K | 0.49% | 48 |
|
|
2023
Q1 | $940K | Buy |
2,875
+175
| +6% | +$57.2K | 0.49% | 48 |
|
|
2022
Q4 | $927K | Buy |
2,700
+300
| +13% | +$103K | 0.5% | 48 |
|
|
2022
Q3 | $703K | Hold |
2,400
| – | – | 0.38% | 66 |
|
|
2022
Q2 | $713K | Sell |
2,400
-10
| -0.4% | -$2.97K | 0.36% | 63 |
|
|
2022
Q1 | $796K | Sell |
2,410
-425
| -15% | -$140K | 0.34% | 65 |
|
|
2021
Q4 | $1.09M | Hold |
2,835
| – | – | 0.42% | 48 |
|
|
2021
Q3 | $1.07M | Sell |
2,835
-3,843
| -58% | -$1.45M | 0.45% | 48 |
|
|
2021
Q2 | $2.53M | Sell |
6,678
-2,450
| -27% | -$930K | 0.79% | 25 |
|
|
2021
Q1 | $2.99M | Sell |
9,128
-350
| -4% | -$114K | 0.87% | 22 |
|
|
2020
Q4 | $2.5M | Buy |
9,478
+63
| +0.7% | +$16.6K | 0.76% | 30 |
|
|
2020
Q3 | $1.89M | Buy |
9,415
+175
| +2% | +$35.2K | 0.63% | 35 |
|
|
2020
Q2 | $1.83M | Buy |
9,240
+700
| +8% | +$138K | 0.64% | 34 |
|
|
2020
Q1 | $1.32M | Buy |
8,540
+818
| +11% | +$126K | 0.54% | 41 |
|
|
2019
Q4 | $1.78M | Buy |
7,722
+216
| +3% | +$49.7K | 0.53% | 39 |
|
|
2019
Q3 | $1.56M | Buy |
7,506
+265
| +4% | +$54.9K | 0.49% | 48 |
|
|
2019
Q2 | $1.48M | Sell |
7,241
-94
| -1% | -$19.2K | 0.48% | 49 |
|
|
2019
Q1 | $1.41M | Sell |
7,335
-230
| -3% | -$44.2K | 0.46% | 48 |
|
|
2018
Q4 | $1.26M | Sell |
7,565
-799
| -10% | -$134K | 0.43% | 56 |
|
|
2018
Q3 | $1.88M | Sell |
8,364
-149
| -2% | -$33.4K | 0.52% | 38 |
|
|
2018
Q2 | $1.88M | Hold |
8,513
| – | – | 0.54% | 36 |
|
|
2018
Q1 | $2.14M | Buy |
8,513
+250
| +3% | +$63K | 0.63% | 32 |
|
|
2017
Q4 | $2.11M | Sell |
8,263
-50
| -0.6% | -$12.7K | 0.67% | 33 |
|
|
2017
Q3 | $1.97M | Sell |
8,313
-355
| -4% | -$84.2K | 0.66% | 35 |
|
|
2017
Q2 | $1.92M | Buy |
8,668
+321
| +4% | +$71.2K | 0.67% | 37 |
|
|
2017
Q1 | $1.92M | Buy |
8,347
+150
| +2% | +$34.5K | 0.68% | 35 |
|
|
2016
Q4 | $1.96M | Hold |
8,197
| – | – | 0.74% | 34 |
|
|
2016
Q3 | $1.32M | Buy |
8,197
+325
| +4% | +$52.4K | 0.5% | 50 |
|
|
2016
Q2 | $1.17M | Sell |
7,872
-680
| -8% | -$101K | 0.45% | 60 |
|
|
2016
Q1 | $1.34M | Sell |
8,552
-205
| -2% | -$32.2K | 0.53% | 51 |
|
|
2015
Q4 | $1.58M | Buy |
8,757
+362
| +4% | +$65.2K | 0.61% | 39 |
|
|
2015
Q3 | $1.46M | Buy |
+8,395
| New | +$1.46M | 0.59% | 41 |
|
|
2015
Q1 | $1.65M | Sell |
8,760
-8,140
| -48% | -$1.53M | 0.52% | 40 |
|
|
2014
Q4 | $1.67M | Buy |
16,900
+8,660
| +105% | +$854K | 0.54% | 40 |
|
|
2014
Q3 | $1.52M | Sell |
8,240
-650
| -7% | -$120K | 0.5% | 44 |
|
|
2014
Q2 | $1.49M | Buy |
8,890
+670
| +8% | +$112K | 0.48% | 51 |
|
|
2014
Q1 | $1.35M | Sell |
8,220
-375
| -4% | -$61.5K | 0.51% | 51 |
|
|
2013
Q4 | $1.52M | Buy |
8,595
+795
| +10% | +$141K | 0.57% | 42 |
|
|
2013
Q3 | $1.23M | Buy |
+7,800
| New | +$1.23M | 0.51% | 55 |
|