SOA 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
Q3 | $1.32M | Buy |
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|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $848K | Buy |
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|
2024
Q4 | $887K | Buy |
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|
2024
Q3 | $765K | Buy |
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|
2024
Q2 | $697K | Sell |
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|
2024
Q1 | $648K | Sell |
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|
2023
Q4 | $599K | Buy |
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|
2023
Q3 | $498K | Buy |
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|
2023
Q2 | $457K | Buy |
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|
2023
Q1 | $460K | Buy |
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|
2022
Q4 | $477K | Sell |
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|
2022
Q3 | $407K | Buy |
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|
2022
Q2 | $412K | Buy |
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|
2022
Q1 | $403K | Buy |
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|
2021
Q4 | $469K | Buy |
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|
2021
Q3 | $213K | Buy |
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|
2021
Q2 | $202K | Buy |
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|
2021
Q1 | $160K | Sell |
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|
2020
Q4 | $151K | Buy |
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