SA
Strategic Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.96M | Sell |
9,832
-9,384
| -49% | -$6.64M | 1.37% | 21 |
|
|
2025
Q1 | $10.5M | Buy |
19,216
+1,842
| +11% | +$1.01M | 2.02% | 11 |
|
|
2024
Q4 | $9.95M | Sell |
17,374
-65
| -0.4% | -$37.2K | 1.8% | 11 |
|
|
2024
Q3 | $8.63M | Sell |
17,439
-161
| -0.9% | -$79.7K | 1.61% | 12 |
|
|
2024
Q2 | $7.96M | Buy |
17,600
+36
| +0.2% | +$16.3K | 1.54% | 14 |
|
|
2024
Q1 | $7.34M | Buy |
17,564
+18
| +0.1% | +$7.52K | 1.45% | 16 |
|
|
2023
Q4 | $6.77M | Hold |
17,546
| – | – | 1.28% | 19 |
|
|
2023
Q3 | $5.68M | Buy |
17,546
+675
| +4% | +$218K | 1.12% | 23 |
|
|
2023
Q2 | $5.44M | Buy |
16,871
+400
| +2% | +$129K | 1.04% | 26 |
|
|
2023
Q1 | $5.39M | Sell |
16,471
-431
| -3% | -$141K | 1.09% | 27 |
|
|
2022
Q4 | $5.8M | Sell |
16,902
-210
| -1% | -$72.1K | 1.29% | 22 |
|
|
2022
Q3 | $5.01M | Sell |
17,112
-434
| -2% | -$127K | 1.11% | 24 |
|
|
2022
Q2 | $5.21M | Sell |
17,546
-268
| -2% | -$79.6K | 1.09% | 24 |
|
|
2022
Q1 | $5.88M | Sell |
17,814
-432
| -2% | -$143K | 1.02% | 31 |
|
|
2021
Q4 | $6.98M | Buy |
18,246
+9,777
| +115% | +$3.74M | 0.99% | 27 |
|
|
2021
Q3 | $3.2M | Buy |
8,469
+271
| +3% | +$102K | 0.69% | 28 |
|
|
2021
Q2 | $3.11M | Sell |
8,198
-166
| -2% | -$63K | 0.81% | 26 |
|
|
2021
Q1 | $2.74M | Buy |
8,364
+440
| +6% | +$144K | 0.79% | 27 |
|
|
2020
Q4 | $2.31M | Buy |
7,924
+546
| +7% | +$159K | 0.67% | 33 |
|
|
2020
Q3 | $1.49M | Buy |
7,378
+3,744
| +103% | +$755K | 0.5% | 44 |
|
|
2020
Q2 | $748K | Buy |
3,634
+815
| +29% | +$168K | 0.28% | 72 |
|
|
2020
Q1 | $499K | Buy |
2,819
+1,226
| +77% | +$217K | 0.22% | 87 |
|
|
2019
Q4 | $366K | Sell |
1,593
-121
| -7% | -$27.8K | 0.13% | 129 |
|
|
2019
Q3 | $355K | Buy |
1,714
+7
| +0.4% | +$1.45K | 0.13% | 128 |
|
|
2019
Q2 | $349K | Sell |
1,707
-221
| -11% | -$45.2K | 0.13% | 126 |
|
|
2019
Q1 | $370K | Sell |
1,928
-352
| -15% | -$67.6K | 0.14% | 123 |
|
|
2018
Q4 | $381K | Sell |
2,280
-5,453
| -71% | -$911K | 0.17% | 106 |
|
|
2018
Q3 | $1.73M | Buy |
7,733
+780
| +11% | +$175K | 0.63% | 45 |
|
|
2018
Q2 | $1.53M | Buy |
6,953
+525
| +8% | +$116K | 0.62% | 48 |
|
|
2018
Q1 | $1.62M | Buy |
6,428
+93
| +1% | +$23.4K | 0.67% | 44 |
|
|
2017
Q4 | $1.61M | Buy |
6,335
+147
| +2% | +$37.5K | 0.66% | 43 |
|
|
2017
Q3 | $1.47M | Buy |
6,188
+807
| +15% | +$191K | 0.64% | 47 |
|
|
2017
Q2 | $1.19M | Buy |
5,381
+492
| +10% | +$109K | 0.55% | 56 |
|
|
2017
Q1 | $1.12M | Sell |
4,889
-153
| -3% | -$35.1K | 0.53% | 57 |
|
|
2016
Q4 | $1.21M | Sell |
5,042
-19
| -0.4% | -$4.55K | 0.63% | 55 |
|
|
2016
Q3 | $816K | Buy |
5,061
+122
| +2% | +$19.7K | 0.46% | 72 |
|
|
2016
Q2 | $734K | Buy |
4,939
+57
| +1% | +$8.47K | 0.42% | 76 |
|
|
2016
Q1 | $766K | Buy |
4,882
+3,632
| +291% | +$570K | 0.44% | 73 |
|
|
2015
Q4 | $225K | Buy |
+1,250
| New | +$225K | 0.15% | 108 |
|
|
2015
Q3 | – | Sell |
-1,088
| Closed | -$227K | – | 124 |
|
|
2015
Q2 | $227K | Buy |
+1,088
| New | +$227K | 0.14% | 112 |
|