Waverly Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.2M | Buy |
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|
2025
Q2 | $8.88M | Sell |
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|
2025
Q1 | $6.85M | Sell |
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|
2024
Q4 | $7.2M | Buy |
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|
2024
Q3 | $3.65M | Sell |
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|
2024
Q2 | $3.42M | Buy |
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|
2024
Q1 | $3.08M | Sell |
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|
2023
Q4 | $6.15M | Buy |
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|
2023
Q3 | $1.52M | Buy |
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|
2023
Q2 | $944K | Buy |
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|
2023
Q1 | $915K | Sell |
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|
2022
Q4 | $969K | Sell |
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|
2022
Q3 | $959K | Sell |
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|
2022
Q2 | $1.01M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $231K | Hold |
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|
2018
Q2 | $228K | Buy |
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|
2018
Q1 | $219K | Sell |
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|
2017
Q4 | $422K | Buy |
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|
2017
Q3 | $382K | Sell |
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|
2017
Q2 | $454K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $396K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $24K | Hold |
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|
2014
Q2 | $22K | Sell |
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|
2014
Q1 | $30K | Sell |
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|
2013
Q4 | $221K | Buy |
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|
2013
Q3 | $193K | Buy |
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