Roberts Capital Advisors’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.48M Sell
2025
Q2
$2.63M Buy
2025
Q1
$1.82M Hold
2024
Q4
$1.91M Hold
2024
Q3
$1.65M Hold
2024
Q2
$1.39M Hold
2024
Q1
$1.39M Buy
2022
Q3
$1.05M Hold
2022
Q2
$1.06M Hold
2022
Q1
$1.18M Hold
2021
Q4
$1.37M Buy