WP 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 | $263K | Buy |
+371
| New | +$263K | 0.07% | 101 |
|
|
2025
Q1 | – | Sell |
-359
| Closed | -$206K | – | 111 |
|
|
2024
Q4 | $206K | Buy |
+359
| New | +$206K | 0.07% | 104 |
|
|
2019
Q3 | – | Sell |
-1,054
| Closed | -$216K | – | 60 |
|
|
2019
Q2 | $216K | Buy |
1,054
+4
| +0.4% | +$820 | 0.24% | 59 |
|
|
2019
Q1 | $2.02K | Buy |
+1,050
| New | +$2.02K | 0.22% | 56 |
|
|
2018
Q4 | – | Sell |
-1,040
| Closed | -$233K | – | 131 |
|
|
2018
Q3 | $233K | Buy |
1,040
+3
| +0.3% | +$672 | 0.22% | 54 |
|
|
2018
Q2 | $229K | Buy |
1,037
+6
| +0.6% | +$1.33K | 0.22% | 54 |
|
|
2018
Q1 | $260K | Buy |
1,031
+1
| +0.1% | +$252 | 0.28% | 47 |
|
|
2017
Q4 | $262K | Buy |
1,030
+3
| +0.3% | +$763 | 0.25% | 52 |
|
|
2017
Q3 | $244K | Buy |
1,027
+3
| +0.3% | +$713 | 0.18% | 58 |
|
|
2017
Q2 | $227K | Buy |
1,024
+1
| +0.1% | +$222 | 0.16% | 62 |
|
|
2017
Q1 | $235K | Buy |
+1,023
| New | +$235K | 0.15% | 61 |
|