SMA
Sage Mountain Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
2,266
+665
| +42% | +$471K | 0.1% | 93 |
|
|
2025
Q1 | $874K | Sell |
1,601
-278
| -15% | -$152K | 0.06% | 140 |
|
|
2024
Q4 | $1.08M | Buy |
1,879
+261
| +16% | +$149K | 0.08% | 109 |
|
|
2024
Q3 | $801K | Sell |
1,618
-52
| -3% | -$25.7K | 0.07% | 135 |
|
|
2024
Q2 | $755K | Buy |
1,670
+200
| +14% | +$90.5K | 0.07% | 123 |
|
|
2024
Q1 | $614K | Buy |
1,470
+180
| +14% | +$75.2K | 0.06% | 132 |
|
|
2023
Q4 | $498K | Sell |
1,290
-108
| -8% | -$41.7K | 0.06% | 130 |
|
|
2023
Q3 | $452K | Buy |
1,398
+51
| +4% | +$16.5K | 0.06% | 124 |
|
|
2023
Q2 | $434K | Sell |
1,347
-3
| -0.2% | -$968 | 0.06% | 130 |
|
|
2023
Q1 | $442K | Buy |
1,350
+565
| +72% | +$185K | 0.07% | 115 |
|
|
2022
Q4 | $270K | Sell |
785
-23,323
| -97% | -$8.01M | 0.06% | 119 |
|
|
2022
Q3 | $7.05M | Sell |
24,108
-8,062
| -25% | -$2.36M | 1.88% | 11 |
|
|
2022
Q2 | $9.56M | Buy |
32,170
+31,068
| +2,819% | +$9.23M | 1.69% | 8 |
|
|
2022
Q1 | $364K | Sell |
1,102
-441
| -29% | -$146K | 0.06% | 335 |
|
|
2021
Q4 | $590K | Buy |
1,543
+154
| +11% | +$58.9K | 0.07% | 268 |
|
|
2021
Q3 | $525K | Buy |
1,389
+22
| +2% | +$8.32K | 0.08% | 246 |
|
|
2021
Q2 | $519K | Buy |
1,367
+494
| +57% | +$188K | 0.09% | 221 |
|
|
2021
Q1 | $285K | Buy |
+873
| New | +$285K | 0.06% | 237 |
|