9258 Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.26M | Buy |
4,557
+388
| +9% | +$192K | 0.33% | 59 |
|
|
2024
Q2 | $1.89M | Buy |
4,169
+7
| +0.2% | +$3.17K | 0.29% | 67 |
|
|
2024
Q1 | $1.74M | Hold |
4,162
| – | – | 0.27% | 73 |
|
|
2023
Q4 | $1.61M | Sell |
4,162
-20
| -0.5% | -$7.72K | 0.28% | 72 |
|
|
2023
Q3 | $1.35M | Sell |
4,182
-38
| -0.9% | -$12.3K | 0.26% | 76 |
|
|
2023
Q2 | $1.36M | Sell |
4,220
-93
| -2% | -$30K | 0.26% | 79 |
|
|
2023
Q1 | $1.41M | Sell |
4,313
-98
| -2% | -$32.1K | 0.28% | 68 |
|
|
2022
Q4 | $1.51M | Buy |
4,411
+97
| +2% | +$33.3K | 0.33% | 69 |
|
|
2022
Q3 | $1.26M | Buy |
4,314
+164
| +4% | +$48.1K | 0.32% | 71 |
|
|
2022
Q2 | $1.23M | Buy |
4,150
+20
| +0.5% | +$5.94K | 0.32% | 78 |
|
|
2022
Q1 | $1.36M | Sell |
4,130
-24
| -0.6% | -$7.92K | 0.32% | 68 |
|
|
2021
Q4 | $1.59M | Sell |
4,154
-136
| -3% | -$52K | 0.36% | 52 |
|
|
2021
Q3 | $1.62M | Buy |
4,290
+98
| +2% | +$37.1K | 0.43% | 42 |
|
|
2021
Q2 | $1.59M | Buy |
4,192
+14
| +0.3% | +$5.31K | 0.43% | 42 |
|
|
2021
Q1 | $1.37M | Sell |
4,178
-38
| -0.9% | -$12.4K | 0.41% | 51 |
|
|
2020
Q4 | $1.11M | Sell |
4,216
-1,139
| -21% | -$300K | 0.36% | 58 |
|
|
2020
Q3 | $1.01M | Buy |
5,355
+1,002
| +23% | +$189K | 0.38% | 58 |
|
|
2020
Q2 | $860K | Buy |
4,353
+27
| +0.6% | +$5.33K | 0.35% | 75 |
|
|
2020
Q1 | $794K | Buy |
4,326
+147
| +4% | +$27K | 0.35% | 76 |
|
|
2019
Q4 | $961K | Buy |
4,179
+2
| +0% | +$460 | 0.35% | 80 |
|
|
2019
Q3 | $866K | Buy |
4,177
+244
| +6% | +$50.6K | 0.68% | 49 |
|
|
2019
Q2 | $805K | Sell |
3,933
-67
| -2% | -$13.7K | 0.65% | 52 |
|
|
2019
Q1 | $768K | Buy |
4,000
+86
| +2% | +$16.5K | 0.65% | 48 |
|
|
2018
Q4 | $654K | Buy |
+3,914
| New | +$654K | 0.63% | 53 |
|