Westbourne Investment 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 | $14.1M | Buy |
19,861
+960
| +5% | +$679K | 4.26% | 6 |
|
|
2025
Q1 | $10.3M | Sell |
18,901
-90
| -0.5% | -$49.2K | 3.67% | 7 |
|
|
2024
Q4 | $10.9M | Sell |
18,991
-294
| -2% | -$168K | 3.72% | 7 |
|
|
2024
Q3 | $9.55M | Buy |
19,285
+39
| +0.2% | +$19.3K | 3.34% | 7 |
|
|
2024
Q2 | $8.71M | Sell |
19,246
-203
| -1% | -$91.8K | 3.15% | 8 |
|
|
2024
Q1 | $8.12M | Sell |
19,449
-34
| -0.2% | -$14.2K | 2.99% | 8 |
|
|
2023
Q4 | $7.52M | Buy |
19,483
+114
| +0.6% | +$44K | 3.01% | 8 |
|
|
2023
Q3 | $6.27M | Buy |
19,369
+217
| +1% | +$70.2K | 2.88% | 9 |
|
|
2023
Q2 | $6.18M | Buy |
19,152
+137
| +0.7% | +$44.2K | 2.77% | 9 |
|
|
2023
Q1 | $6.22M | Sell |
19,015
-525
| -3% | -$172K | 3.01% | 9 |
|
|
2022
Q4 | $6.71M | Sell |
19,540
-36
| -0.2% | -$12.4K | 3.39% | 6 |
|
|
2022
Q3 | $5.74M | Sell |
19,576
-608
| -3% | -$178K | 3.04% | 8 |
|
|
2022
Q2 | $6M | Buy |
20,184
+637
| +3% | +$189K | 3.72% | 4 |
|
|
2022
Q1 | $6.45M | Buy |
19,547
+967
| +5% | +$319K | 2.67% | 9 |
|
|
2021
Q4 | $7.11M | Buy |
18,580
+73
| +0.4% | +$27.9K | 2.79% | 10 |
|
|
2021
Q3 | $7M | Sell |
18,507
-288
| -2% | -$109K | 3.19% | 9 |
|
|
2021
Q2 | $7.13M | Buy |
18,795
+82
| +0.4% | +$31.1K | 3.23% | 9 |
|
|
2021
Q1 | $6.12M | Sell |
18,713
-519
| -3% | -$170K | 3.04% | 9 |
|
|
2020
Q4 | $5.07M | Buy |
+19,232
| New | +$5.07M | 2.96% | 11 |
|
|
2020
Q2 | – | Sell |
-11,616
| Closed | -$1.8M | – | 64 |
|
|
2020
Q1 | $1.8M | Buy |
11,616
+4,738
| +69% | +$733K | 1.66% | 16 |
|
|
2019
Q4 | $1.58M | Buy |
6,878
+4,853
| +240% | +$1.12M | 1.08% | 28 |
|
|
2019
Q3 | $420K | Buy |
+2,025
| New | +$420K | 0.31% | 68 |
|