PIA
Powell Investment Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.61M | Buy |
6,507
+1,971
| +43% | +$1.39M | 1.73% | 13 |
|
|
2025
Q1 | $2.48M | Buy |
4,536
+24
| +0.5% | +$13.1K | 1.22% | 13 |
|
|
2024
Q4 | $2.58M | Buy |
4,512
+24
| +0.5% | +$13.7K | 1.2% | 12 |
|
|
2024
Q3 | $2.22M | Buy |
4,488
+589
| +15% | +$292K | 1.04% | 15 |
|
|
2024
Q2 | $1.76M | Buy |
3,899
+61
| +2% | +$27.6K | 0.91% | 19 |
|
|
2024
Q1 | $1.6M | Buy |
3,838
+25
| +0.7% | +$10.4K | 0.85% | 20 |
|
|
2023
Q4 | $1.47M | Buy |
3,813
+877
| +30% | +$338K | 0.81% | 21 |
|
|
2023
Q3 | $950K | Buy |
2,936
+25
| +0.9% | +$8.09K | 0.57% | 27 |
|
|
2023
Q2 | $939K | Sell |
2,911
-58
| -2% | -$18.7K | 0.55% | 28 |
|
|
2023
Q1 | $971K | Buy |
2,969
+23
| +0.8% | +$7.52K | 0.54% | 30 |
|
|
2022
Q4 | $1.01M | Sell |
2,946
-12,242
| -81% | -$4.2M | 0.59% | 25 |
|
|
2022
Q3 | $4.45M | Buy |
15,188
+62
| +0.4% | +$18.2K | 2.92% | 10 |
|
|
2022
Q2 | $4.49M | Buy |
15,126
+686
| +5% | +$204K | 2.72% | 10 |
|
|
2022
Q1 | $4.77M | Buy |
14,440
+51
| +0.4% | +$16.8K | 2.77% | 9 |
|
|
2021
Q4 | $5.51M | Buy |
14,389
+1,448
| +11% | +$554K | 3.13% | 9 |
|
|
2021
Q3 | $4.89M | Buy |
12,941
+728
| +6% | +$275K | 3.02% | 10 |
|
|
2021
Q2 | $4.64M | Sell |
12,213
-88
| -0.7% | -$33.4K | 2.85% | 10 |
|
|
2021
Q1 | $4.02M | Buy |
12,301
+111
| +0.9% | +$36.3K | 2.63% | 10 |
|
|
2020
Q4 | $3.22M | Buy |
12,190
+15
| +0.1% | +$3.96K | 2.45% | 11 |
|
|
2020
Q3 | $2.45M | Buy |
12,175
+5,195
| +74% | +$1.04M | 2.1% | 11 |
|
|
2020
Q2 | $1.38M | Buy |
6,980
+4,068
| +140% | +$804K | 1.33% | 14 |
|
|
2020
Q1 | $450K | Buy |
2,912
+122
| +4% | +$18.9K | 0.55% | 37 |
|
|
2019
Q4 | $641K | Buy |
+2,790
| New | +$641K | 0.67% | 35 |
|