River Wealth 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 | $2.34M | Sell |
3,310
-5
| -0.2% | -$3.54K | 0.29% | 71 |
|
|
2025
Q1 | $1.81M | Sell |
3,315
-72
| -2% | -$39.3K | 0.25% | 80 |
|
|
2024
Q4 | $1.94M | Sell |
3,387
-179
| -5% | -$102K | 0.26% | 80 |
|
|
2024
Q3 | $1.77M | Sell |
3,566
-135
| -4% | -$66.8K | 0.24% | 91 |
|
|
2024
Q2 | $1.67M | Sell |
3,701
-233
| -6% | -$105K | 0.24% | 89 |
|
|
2024
Q1 | $1.64M | Sell |
3,934
-148
| -4% | -$61.8K | 0.24% | 93 |
|
|
2023
Q4 | $1.57M | Sell |
4,082
-12
| -0.3% | -$4.63K | 0.25% | 89 |
|
|
2023
Q3 | $1.32M | Buy |
4,094
+415
| +11% | +$134K | 0.24% | 95 |
|
|
2023
Q2 | $1.19M | Buy |
3,679
+486
| +15% | +$157K | 0.2% | 105 |
|
|
2023
Q1 | $1.04M | Buy |
3,193
+1,190
| +59% | +$389K | 0.19% | 111 |
|
|
2022
Q4 | $688K | Buy |
2,003
+910
| +83% | +$313K | 0.13% | 126 |
|
|
2022
Q3 | $320K | Sell |
1,093
-250
| -19% | -$73.2K | 0.07% | 165 |
|
|
2022
Q2 | $399K | Buy |
1,343
+248
| +23% | +$73.7K | 0.07% | 165 |
|
|
2022
Q1 | $310K | Buy |
1,095
+362
| +49% | +$102K | 0.05% | 187 |
|
|
2021
Q4 | $280K | Buy |
733
+102
| +16% | +$39K | 0.04% | 195 |
|
|
2021
Q3 | $238K | Buy |
631
+80
| +15% | +$30.2K | 0.04% | 200 |
|
|
2021
Q2 | $209K | Buy |
+551
| New | +$209K | 0.04% | 208 |
|
|
2019
Q1 | – | Sell |
-646
| Closed | -$108K | – | 286 |
|
|
2018
Q4 | $108K | Sell |
646
-220
| -25% | -$36.8K | 0.05% | 183 |
|
|
2018
Q3 | $194K | Hold |
866
| – | – | 0.07% | 163 |
|
|
2018
Q2 | $191K | Hold |
866
| – | – | 0.07% | 163 |
|
|
2018
Q1 | $218K | Hold |
866
| – | – | 0.09% | 157 |
|
|
2017
Q4 | $221K | Hold |
866
| – | – | 0.09% | 155 |
|
|
2017
Q3 | $205K | Sell |
866
-50
| -5% | -$11.8K | 0.09% | 152 |
|
|
2017
Q2 | $203K | Hold |
916
| – | – | 0.09% | 156 |
|
|
2017
Q1 | $210K | Hold |
916
| – | – | 0.1% | 149 |
|
|
2016
Q4 | $219K | Buy |
+916
| New | +$219K | 0.11% | 146 |
|
|
2015
Q4 | – | Sell |
-1,190
| Closed | -$207K | – | 146 |
|
|
2015
Q3 | $207K | Hold |
1,190
| – | – | 0.14% | 130 |
|
|
2015
Q2 | $248K | Sell |
1,190
-69
| -5% | -$14.4K | 0.16% | 129 |
|
|
2015
Q1 | $237K | Buy |
+1,259
| New | +$237K | 0.15% | 132 |
|