PFA
Pathway Financial Advisors’s Goldman Sachs GS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-515
| Closed | -$281K | – | 149 |
|
2025
Q1 | $281K | Hold |
515
| – | – | 0.05% | 135 |
|
2024
Q4 | $295K | Sell |
515
-11
| -2% | -$6.3K | 0.07% | 123 |
|
2024
Q3 | $260K | Buy |
526
+11
| +2% | +$5.45K | 0.07% | 135 |
|
2024
Q2 | $233K | Hold |
515
| – | – | 0.06% | 143 |
|
2024
Q1 | $215K | Buy |
+515
| New | +$215K | 0.06% | 158 |
|
2018
Q3 | – | Sell |
-515
| Closed | -$114K | – | 202 |
|
2018
Q2 | $114K | Hold |
515
| – | – | 0.07% | 141 |
|
2018
Q1 | $130K | Hold |
515
| – | – | 0.08% | 133 |
|
2017
Q4 | $131K | Buy |
+515
| New | +$131K | 0.08% | 128 |
|