VisionPoint Advisory 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 | $415K | Buy |
+587
| New | +$415K | 0.09% | 209 |
|
|
2024
Q3 | – | Sell |
-91
| Closed | -$41.2K | – | 461 |
|
|
2024
Q2 | $41.2K | Sell |
91
-9
| -9% | -$4.07K | 0.01% | 296 |
|
|
2024
Q1 | $41.8K | Sell |
100
-1,005
| -91% | -$420K | 0.02% | 286 |
|
|
2023
Q4 | $426K | Buy |
1,105
+587
| +113% | +$226K | 0.16% | 108 |
|
|
2023
Q3 | $168K | Buy |
518
+158
| +44% | +$51.1K | 0.07% | 150 |
|
|
2023
Q2 | $116K | Buy |
+360
| New | +$116K | 0.05% | 163 |
|
|
2021
Q2 | – | Sell |
-698
| Closed | -$228K | – | 100 |
|
|
2021
Q1 | $228K | Sell |
698
-117
| -14% | -$38.2K | 0.11% | 106 |
|
|
2020
Q4 | $215K | Buy |
+815
| New | +$215K | 0.11% | 131 |
|