Valeo Financial Advisors’s Goldman Sachs GS Stock Holding History

Valeo Financial Advisors’s Portfolio GS Stock Details GS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.7M	Sell	9,462 -18,337	-66%	-$13M	0.16%	70
2025 Q1	$4.88M	Buy	27,799 +279	+1%	+$49K	0.14%	76
2024 Q4	$4.95M	Sell	27,520 -716	-3%	-$129K	0.14%	74
2024 Q3	$4.64M	Buy	28,236 +27	+0.1%	+$4.44K	0.13%	77
2024 Q2	$4.23M	Buy	28,209 +92	+0.3%	+$13.8K	0.13%	78
2024 Q1	$3.92M	Buy	28,117 +553	+2%	+$77K	0.14%	78
2023 Q4	$3.36M	Buy	27,564 +402	+1%	+$49K	0.14%	92
2023 Q3	$2.69M	Buy	27,162 +108	+0.4%	+$10.7K	0.12%	100
2023 Q2	$2.65M	Sell	27,054 -1,437	-5%	-$141K	0.12%	98
2023 Q1	$3.16M	Buy	28,491 +1,432	+5%	+$159K	0.15%	89
2022 Q4	$2.82M	Buy	27,059 +1,476	+6%	+$154K	0.15%	84
2022 Q3	$1.98M	Buy	25,583 +1,483	+6%	+$115K	0.13%	105
2022 Q2	$1.56M	Buy	24,100 +264	+1%	+$17.1K	0.1%	122
2022 Q1	$1.65M	Buy	23,836 +1,561	+7%	+$108K	0.08%	136
2021 Q4	$1.31M	Sell	22,275 -113	-0.5%	-$6.64K	0.07%	152
2021 Q3	$1.34M	Sell	22,388 -303	-1%	-$18.1K	0.08%	142
2021 Q2	$1.46M	Buy	22,691 +251	+1%	+$16.1K	0.09%	126
2021 Q1	$1.18M	Buy	22,440 +1,026	+5%	+$53.7K	0.05%	159
2020 Q4	$681K	Buy	21,414 +19,085	+819%	+$607K	0.04%	200
2020 Q3	$468K	Buy	2,329 +381	+20%	+$76.6K	0.04%	193
2020 Q2	$385K	Buy	1,948 +8	+0.4%	+$1.58K	0.04%	213
2020 Q1	$353K	Sell	1,940 -1,078	-36%	-$196K	0.04%	211
2019 Q4	$694K	Buy	3,018 +779	+35%	+$179K	0.07%	162
2019 Q3	$464K	Sell	2,239 -16	-0.7%	-$3.32K	0.05%	177
2019 Q2	$461K	Buy	2,255 +637	+39%	+$130K	0.05%	184
2019 Q1	$311K	Sell	1,618 -531	-25%	-$102K	0.04%	217
2018 Q4	$359K	Sell	2,149 -1,854	-46%	-$310K	0.05%	192
2018 Q3	$901K	Sell	4,003 -351	-8%	-$79K	0.12%	128
2018 Q2	$988K	Buy	4,354 +780	+22%	+$177K	0.14%	113
2018 Q1	$900K	Buy	3,574 +3,174	+794%	+$799K	0.14%	106
2017 Q4	$102K	Buy	400 +30	+8%	+$7.65K	0.02%	337
2017 Q3	$88K	Buy	+370	New	+$88K	0.02%	308