Transamerica Financial Advisors’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 | $6.61M | Sell |
9,334
-390
| -4% | -$276K | 0.62% | 34 |
|
|
2025
Q1 | $5.31M | Sell |
9,724
-216
| -2% | -$118K | 0.54% | 42 |
|
|
2024
Q4 | $5.69M | Sell |
9,940
-265
| -3% | -$152K | 0.56% | 40 |
|
|
2024
Q3 | $5.05M | Buy |
10,205
+10,204
| +1,020,400% | +$5.05M | 0.49% | 55 |
|
|
2024
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 451 |
|
|
2024
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 496 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 474 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 502 |
|
|
2023
Q2 | $1K | Sell |
1
-1
| -50% | -$1K | ﹤0.01% | 473 |
|
|
2023
Q1 | $1K | Sell |
2
-9
| -82% | -$4.5K | ﹤0.01% | 460 |
|
|
2022
Q4 | $4K | Sell |
11
-80
| -88% | -$29.1K | ﹤0.01% | 347 |
|
|
2022
Q3 | $27K | Buy |
91
+80
| +727% | +$23.7K | ﹤0.01% | 289 |
|
|
2022
Q2 | $4K | Buy |
+11
| New | +$4K | ﹤0.01% | 346 |
|
|
2021
Q2 | – | Sell |
-5
| Closed | -$2K | – | 225 |
|
|
2021
Q1 | $2K | Sell |
5
-1
| -17% | -$400 | 0.05% | 86 |
|
|
2020
Q4 | $2K | Hold |
6
| – | – | 0.04% | 85 |
|
|
2020
Q3 | $2K | Buy |
+6
| New | +$2K | 0.04% | 89 |
|
|
2020
Q2 | – | Sell |
-5
| Closed | -$1K | – | 527 |
|
|
2020
Q1 | $1K | Sell |
5
-1
| -17% | -$200 | 0.02% | 90 |
|
|
2019
Q4 | $2K | Buy |
6
+1
| +20% | +$333 | 0.03% | 67 |
|
|
2019
Q3 | $2K | Buy |
+5
| New | +$2K | 0.03% | 68 |
|
|
2019
Q2 | – | Sell |
-6
| Closed | -$1K | – | 570 |
|
|
2019
Q1 | $1K | Buy |
6
+1
| +20% | +$167 | 0.01% | 81 |
|
|
2018
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 419 |
|
|
2018
Q3 | $1K | Buy |
5
+1
| +25% | +$200 | ﹤0.01% | 423 |
|
|
2018
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 387 |
|
|
2018
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 370 |
|
|
2017
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 355 |
|
|
2017
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 352 |
|
|
2017
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 324 |
|
|
2017
Q1 | $1K | Sell |
4
-1
| -20% | -$250 | ﹤0.01% | 319 |
|
|
2016
Q4 | $2K | Hold |
5
| – | – | ﹤0.01% | 295 |
|
|
2016
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 362 |
|
|
2016
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 332 |
|
|
2016
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 695 |
|
|
2015
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 751 |
|
|
2013
Q4 | – | Sell |
-162
| Closed | -$26K | – | 618 |
|
|
2013
Q3 | $26K | Hold |
162
| – | – | ﹤0.01% | 370 |
|
|
2013
Q2 | $25K | Buy |
+162
| New | +$25K | ﹤0.01% | 351 |
|