Roberts Capital 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 | $2.63M | Buy |
3,719
+383
| +11% | +$271K | 1.95% | 12 |
|
|
2025
Q1 | $1.82M | Hold |
3,336
| – | – | 1.6% | 13 |
|
|
2024
Q4 | $1.91M | Hold |
3,336
| – | – | 1.6% | 11 |
|
|
2024
Q3 | $1.65M | Hold |
3,336
| – | – | 1.41% | 13 |
|
|
2024
Q2 | $1.39M | Hold |
3,336
| – | – | 1.34% | 14 |
|
|
2024
Q1 | $1.39M | Buy |
+3,336
| New | +$1.39M | 1.34% | 14 |
|
|
2022
Q3 | $1.05M | Hold |
3,577
| – | – | 1.52% | 12 |
|
|
2022
Q2 | $1.06M | Hold |
3,577
| – | – | 1.46% | 12 |
|
|
2022
Q1 | $1.18M | Hold |
3,577
| – | – | 1.22% | 14 |
|
|
2021
Q4 | $1.37M | Buy |
+3,577
| New | +$1.37M | 1.28% | 12 |
|