SIA
Schear Investment Advisers’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Sell |
3,456
-31
| -0.9% | -$21.9K | 1.21% | 24 |
|
|
2025
Q1 | $1.9M | Buy |
3,487
+17
| +0.5% | +$9.29K | 1.1% | 30 |
|
|
2024
Q4 | $1.99M | Buy |
3,470
+227
| +7% | +$130K | 1.06% | 25 |
|
|
2024
Q3 | $1.61M | Buy |
3,243
+316
| +11% | +$156K | 0.99% | 33 |
|
|
2024
Q2 | $1.32M | Buy |
2,927
+88
| +3% | +$39.8K | 0.96% | 35 |
|
|
2024
Q1 | $1.19M | Sell |
2,839
-36
| -1% | -$15K | 0.95% | 35 |
|
|
2023
Q4 | $1.11M | Sell |
2,875
-41
| -1% | -$15.8K | 1.07% | 29 |
|
|
2023
Q3 | $944K | Sell |
2,916
-106
| -4% | -$34.3K | 1.02% | 36 |
|
|
2023
Q2 | $975K | Buy |
3,022
+32
| +1% | +$10.3K | 1.03% | 35 |
|
|
2023
Q1 | $978K | Sell |
2,990
-26
| -0.9% | -$8.51K | 1.17% | 29 |
|
|
2022
Q4 | $1.04M | Buy |
+3,016
| New | +$1.04M | 1.28% | 26 |
|