Alaethes Wealth’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,120
Closed -$1.35M 111
2023
Q1
$1.35M Buy
4,120
+170
+4% +$55.6K 0.79% 49
2022
Q4
$1.36M Sell
3,950
-472
-11% -$162K 0.93% 43
2022
Q3
$1.3M Buy
4,422
+231
+6% +$67.7K 0.95% 32
2022
Q2
$1.25M Buy
4,191
+501
+14% +$149K 0.92% 32
2022
Q1
$1.22M Buy
3,690
+715
+24% +$236K 0.77% 51
2021
Q4
$1.14M Buy
2,975
+2,894
+3,573% +$1.11M 0.72% 54
2021
Q3
$31K Buy
81
+3
+4% +$1.15K 0.02% 144
2021
Q2
$30K Buy
+78
New +$30K 0.02% 139