SFMG Wealth 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
Q2 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $386K | Buy |
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|
2019
Q3 | $347K | Buy |
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|
2019
Q2 | $372K | Buy |
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|
2019
Q1 | $321K | Buy |
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|
2018
Q4 | $279K | Buy |
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|
2018
Q3 | $274K | Sell |
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|
2018
Q2 | $264K | Buy |
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|
2018
Q1 | $301K | Hold |
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|
2017
Q4 | $304K | Buy |
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|
2017
Q3 | $283K | Buy |
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|
2017
Q2 | $264K | Buy |
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|
2017
Q1 | $266K | Buy |
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|
2016
Q4 | $277K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $222K | Sell |
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|
2015
Q1 | $567K | Buy |
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|
2014
Q4 | $227K | Buy |
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