Quantum Financial Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $372K | Hold |
526
| – | – | 0.05% | 113 |
|
2025
Q1 | $287K | Hold |
526
| – | – | 0.04% | 127 |
|
2024
Q4 | $301K | Hold |
526
| – | – | 0.05% | 126 |
|
2024
Q3 | $260K | Hold |
526
| – | – | 0.04% | 139 |
|
2024
Q2 | $238K | Hold |
526
| – | – | 0.04% | 141 |
|
2024
Q1 | $220K | Buy |
+526
| New | +$220K | 0.04% | 158 |
|