Toth Financial Advisory’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51K | Buy |
+72
| New | +$51K | 0.01% | 307 |
|
|
2024
Q4 | – | Sell |
-33
| Closed | -$16.3K | – | 714 |
|
|
2024
Q3 | $16.3K | Hold |
33
| – | – | ﹤0.01% | 406 |
|
|
2024
Q2 | $14.9K | Sell |
33
-47
| -59% | -$21.3K | ﹤0.01% | 426 |
|
|
2024
Q1 | $33.4K | Hold |
80
| – | – | ﹤0.01% | 332 |
|
|
2023
Q4 | $30.9K | Hold |
80
| – | – | ﹤0.01% | 336 |
|
|
2023
Q3 | $25.9K | Hold |
80
| – | – | ﹤0.01% | 335 |
|
|
2023
Q2 | $25.8K | Buy |
80
+34
| +74% | +$11K | ﹤0.01% | 353 |
|
|
2023
Q1 | $15K | Buy |
+46
| New | +$15K | ﹤0.01% | 412 |
|
|
2022
Q4 | – | Sell |
-12
| Closed | -$4K | – | 747 |
|
|
2022
Q3 | $4K | Buy |
+12
| New | +$4K | ﹤0.01% | 565 |
|
|
2022
Q2 | – | Sell |
-12
| Closed | -$4K | – | 720 |
|
|
2022
Q1 | $4K | Hold |
12
| – | – | ﹤0.01% | 559 |
|
|
2021
Q4 | $5K | Hold |
12
| – | – | ﹤0.01% | 559 |
|
|
2021
Q3 | $5K | Hold |
12
| – | – | ﹤0.01% | 554 |
|
|
2021
Q2 | $5K | Sell |
12
-1,597
| -99% | -$665K | ﹤0.01% | 502 |
|
|
2021
Q1 | $526K | Buy |
1,609
+1,600
| +17,778% | +$523K | 0.08% | 158 |
|
|
2020
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 530 |
|
|
2020
Q3 | $2K | Sell |
9
-5
| -36% | -$1.11K | ﹤0.01% | 474 |
|
|
2020
Q2 | $3K | Buy |
14
+5
| +56% | +$1.07K | ﹤0.01% | 435 |
|
|
2020
Q1 | $1K | Sell |
9
-140
| -94% | -$15.6K | ﹤0.01% | 406 |
|
|
2019
Q4 | $34K | Buy |
149
+9
| +6% | +$2.05K | 0.01% | 229 |
|
|
2019
Q3 | $29K | Hold |
140
| – | – | 0.01% | 248 |
|
|
2019
Q2 | $29K | Hold |
140
| – | – | 0.01% | 247 |
|
|
2019
Q1 | $27K | Buy |
140
+70
| +100% | +$13.5K | 0.01% | 242 |
|
|
2018
Q4 | $12K | Buy |
+70
| New | +$12K | ﹤0.01% | 269 |
|