SIAP
Sterling Investment Advisors (Pennsylvania)’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.85M | Buy |
12,502
+197
| +2% | +$139K | 1.94% | 13 |
|
|
2025
Q1 | $6.72M | Sell |
12,305
-981
| -7% | -$536K | 1.61% | 17 |
|
|
2024
Q4 | $7.61M | Sell |
13,286
-365
| -3% | -$209K | 1.84% | 14 |
|
|
2024
Q3 | $6.76M | Sell |
13,651
-1,046
| -7% | -$518K | 1.71% | 17 |
|
|
2024
Q2 | $6.65M | Sell |
14,697
-93
| -0.6% | -$42.1K | 1.8% | 16 |
|
|
2024
Q1 | $6.18M | Sell |
14,790
-72
| -0.5% | -$30.1K | 1.74% | 17 |
|
|
2023
Q4 | $5.73M | Sell |
14,862
-177
| -1% | -$68.3K | 1.79% | 16 |
|
|
2023
Q3 | $4.87M | Buy |
15,039
+6
| +0% | +$1.94K | 1.7% | 15 |
|
|
2023
Q2 | $4.85M | Sell |
15,033
-676
| -4% | -$218K | 1.6% | 15 |
|
|
2023
Q1 | $5.14M | Sell |
15,709
-187
| -1% | -$61.2K | 1.73% | 14 |
|
|
2022
Q4 | $5.46M | Sell |
15,896
-107
| -0.7% | -$36.7K | 1.95% | 10 |
|
|
2022
Q3 | $4.69M | Buy |
16,003
+863
| +6% | +$253K | 1.76% | 12 |
|
|
2022
Q2 | $4.5M | Buy |
15,140
+4,473
| +42% | +$1.33M | 1.55% | 14 |
|
|
2022
Q1 | $3.52M | Buy |
10,667
+1,463
| +16% | +$483K | 1% | 28 |
|
|
2021
Q4 | $3.52M | Sell |
9,204
-114
| -1% | -$43.6K | 0.99% | 30 |
|
|
2021
Q3 | $3.52M | Sell |
9,318
-54
| -0.6% | -$20.4K | 1.05% | 24 |
|
|
2021
Q2 | $3.56M | Buy |
9,372
+41
| +0.4% | +$15.6K | 1.04% | 26 |
|
|
2021
Q1 | $3.05M | Buy |
9,331
+76
| +0.8% | +$24.9K | 0.98% | 28 |
|
|
2020
Q4 | $2.44M | Buy |
9,255
+102
| +1% | +$26.9K | 0.83% | 35 |
|
|
2020
Q3 | $1.84M | Buy |
9,153
+127
| +1% | +$25.5K | 0.71% | 43 |
|
|
2020
Q2 | $1.78M | Buy |
9,026
+8,361
| +1,257% | +$1.65M | 0.74% | 40 |
|
|
2020
Q1 | $102K | Buy |
665
+2
| +0.3% | +$307 | 0.05% | 141 |
|
|
2019
Q4 | $152K | Buy |
663
+1
| +0.2% | +$229 | 0.07% | 127 |
|
|
2019
Q3 | $137K | Buy |
662
+2
| +0.3% | +$414 | 0.07% | 131 |
|
|
2019
Q2 | $135K | Sell |
660
-7
| -1% | -$1.43K | 0.07% | 136 |
|
|
2019
Q1 | $128K | Buy |
667
+1
| +0.2% | +$192 | 0.07% | 136 |
|
|
2018
Q4 | $111K | Buy |
666
+59
| +10% | +$9.83K | 0.07% | 139 |
|
|
2018
Q3 | $136K | Buy |
607
+51
| +9% | +$11.4K | 0.07% | 136 |
|
|
2018
Q2 | $122K | Buy |
556
+100
| +22% | +$21.9K | 0.07% | 133 |
|
|
2018
Q1 | $115K | Hold |
456
| – | – | 0.07% | 132 |
|
|
2017
Q4 | $116K | Hold |
456
| – | – | 0.07% | 133 |
|
|
2017
Q3 | $108K | Sell |
456
-19
| -4% | -$4.5K | 0.07% | 133 |
|
|
2017
Q2 | $105K | Buy |
475
+125
| +36% | +$27.6K | 0.07% | 132 |
|
|
2017
Q1 | $80K | Hold |
350
| – | – | 0.06% | 144 |
|
|
2016
Q4 | $84K | Buy |
+350
| New | +$84K | 0.07% | 127 |
|