United Advisor Group’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 | $896K | Buy |
1,266
+12
| +1% | +$8.49K | 0.15% | 148 |
|
|
2025
Q1 | $685K | Sell |
1,254
-177
| -12% | -$96.7K | 0.14% | 149 |
|
|
2024
Q4 | $819K | Buy |
1,431
+29
| +2% | +$16.6K | 0.16% | 145 |
|
|
2024
Q3 | $694K | Buy |
1,402
+174
| +14% | +$86.1K | 0.16% | 139 |
|
|
2024
Q2 | $555K | Buy |
1,228
+730
| +147% | +$330K | 0.17% | 123 |
|
|
2024
Q1 | $208K | Sell |
498
-6,748
| -93% | -$2.82M | 0.08% | 204 |
|
|
2023
Q4 | $203K | Buy |
+7,246
| New | +$203K | 0.24% | 54 |
|