TRUE Private Wealth 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 | $4.88M | Sell |
6,898
-72
| -1% | -$51K | 0.55% | 32 |
|
|
2025
Q1 | $3.81M | Sell |
6,970
-2,345
| -25% | -$1.28M | 0.46% | 38 |
|
|
2024
Q4 | $5.33M | Sell |
9,315
-158
| -2% | -$90.5K | 0.65% | 25 |
|
|
2024
Q3 | $4.69M | Buy |
9,473
+76
| +0.8% | +$37.6K | 0.56% | 35 |
|
|
2024
Q2 | $4.25M | Sell |
9,397
-520
| -5% | -$235K | 0.48% | 39 |
|
|
2024
Q1 | $4.14M | Sell |
9,917
-2,023
| -17% | -$845K | 0.48% | 39 |
|
|
2023
Q4 | $4.61M | Buy |
11,940
+987
| +9% | +$381K | 0.58% | 31 |
|
|
2023
Q3 | $3.54M | Buy |
10,953
+270
| +3% | +$87.4K | 0.49% | 41 |
|
|
2023
Q2 | $3.45M | Buy |
10,683
+260
| +2% | +$83.9K | 0.51% | 39 |
|
|
2023
Q1 | $3.41M | Buy |
10,423
+5
| +0% | +$1.64K | 0.5% | 36 |
|
|
2022
Q4 | $3.58M | Buy |
10,418
+243
| +2% | +$83.4K | 0.55% | 29 |
|
|
2022
Q3 | $2.98M | Buy |
10,175
+281
| +3% | +$82.3K | 0.45% | 34 |
|
|
2022
Q2 | $2.94M | Buy |
9,894
+352
| +4% | +$105K | 0.43% | 42 |
|
|
2022
Q1 | $3.09M | Buy |
9,542
+880
| +10% | +$285K | 0.44% | 43 |
|
|
2021
Q4 | $3.31M | Sell |
8,662
-20
| -0.2% | -$7.65K | 0.47% | 39 |
|
|
2021
Q3 | $3.28M | Sell |
8,682
-333
| -4% | -$126K | 0.48% | 38 |
|
|
2021
Q2 | $3.42M | Sell |
9,015
-1,357
| -13% | -$515K | 0.51% | 37 |
|
|
2021
Q1 | $3.39M | Sell |
10,372
-2,460
| -19% | -$805K | 0.55% | 33 |
|
|
2020
Q4 | $3.38M | Sell |
12,832
-159
| -1% | -$41.9K | 0.57% | 27 |
|
|
2020
Q3 | $2.61M | Sell |
12,991
-157
| -1% | -$31.5K | 0.45% | 37 |
|
|
2020
Q2 | $2.6M | Buy |
13,148
+88
| +0.7% | +$17.4K | 0.48% | 38 |
|
|
2020
Q1 | $2.02M | Buy |
13,060
+12,835
| +5,704% | +$1.98M | 0.43% | 43 |
|
|
2019
Q4 | $51K | Buy |
+225
| New | +$51K | 0.01% | 367 |
|
|
2019
Q3 | – | Sell |
-225
| Closed | -$46K | – | 428 |
|
|
2019
Q2 | $46K | Buy |
+225
| New | +$46K | 0.01% | 353 |
|
|
2018
Q4 | – | Sell |
-371
| Closed | -$83.3K | – | 524 |
|
|
2018
Q3 | $83.3K | Buy |
+371
| New | +$83.3K | 0.01% | 391 |
|