AAFMAA Wealth Management & Trust’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,640
| Closed | -$1.82M | – | 59 |
|
|
2023
Q3 | $1.82M | Sell |
5,640
-536
| -9% | -$173K | 1.7% | 29 |
|
|
2023
Q2 | $1.99M | Sell |
6,176
-2,264
| -27% | -$730K | 1.65% | 27 |
|
|
2023
Q1 | $2.76M | Sell |
8,440
-259
| -3% | -$84.7K | 2.21% | 19 |
|
|
2022
Q4 | $2.99M | Sell |
8,699
-1,377
| -14% | -$473K | 2.69% | 12 |
|
|
2022
Q3 | $2.95M | Sell |
10,076
-582
| -5% | -$171K | 2.17% | 17 |
|
|
2022
Q2 | $3.17M | Sell |
10,658
-156
| -1% | -$46.3K | 2.13% | 24 |
|
|
2022
Q1 | $3.57M | Buy |
10,814
+632
| +6% | +$209K | 1.65% | 32 |
|
|
2021
Q4 | $3.9M | Buy |
10,182
+293
| +3% | +$112K | 1.7% | 29 |
|
|
2021
Q3 | $3.74M | Buy |
9,889
+519
| +6% | +$196K | 1.77% | 29 |
|
|
2021
Q2 | $3.56M | Buy |
9,370
+648
| +7% | +$246K | 1.63% | 31 |
|
|
2021
Q1 | $2.85M | Buy |
+8,722
| New | +$2.85M | 1.37% | 31 |
|