TFA
Trinity Financial Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Buy |
646
+2
| +0.3% | +$1.42K | 0.14% | 59 |
|
|
2025
Q1 | $329K | Buy |
644
+53
| +9% | +$27.1K | 0.12% | 61 |
|
|
2024
Q4 | $340K | Buy |
591
+2
| +0.3% | +$1.15K | 0.13% | 59 |
|
|
2024
Q3 | $281K | Buy |
589
+8
| +1% | +$3.82K | 0.13% | 64 |
|
|
2024
Q2 | $263K | Sell |
581
-115
| -17% | -$52K | 0.12% | 65 |
|
|
2024
Q1 | $291K | Buy |
696
+3
| +0.4% | +$1.25K | 0.13% | 57 |
|
|
2023
Q4 | $267K | Sell |
693
-69
| -9% | -$26.6K | 0.13% | 60 |
|
|
2023
Q3 | $247K | Buy |
762
+21
| +3% | +$6.8K | 0.13% | 61 |
|
|
2023
Q2 | $239K | Buy |
+741
| New | +$239K | 0.13% | 66 |
|