Round Rock 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 | $953K | Buy |
1,346
+24
| +2% | +$17K | 0.16% | 93 |
|
2025
Q1 | $722K | Buy |
1,322
+294
| +29% | +$161K | 0.13% | 109 |
|
2024
Q4 | $589K | Buy |
1,028
+129
| +14% | +$73.9K | 0.12% | 111 |
|
2024
Q3 | $445K | Hold |
899
| – | – | 0.1% | 119 |
|
2024
Q2 | $407K | Buy |
899
+39
| +5% | +$17.6K | 0.1% | 122 |
|
2024
Q1 | $359K | Buy |
860
+60
| +8% | +$25.1K | 0.09% | 141 |
|
2023
Q4 | $309K | Buy |
+800
| New | +$309K | 0.08% | 149 |
|