Altium 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $3.06M | Buy |
10,315
+2,705
| +36% | +$804K | 0.22% | 58 |
|
2022
Q1 | $2.51M | Buy |
7,610
+446
| +6% | +$147K | 0.16% | 75 |
|
2021
Q4 | $2.74M | Sell |
7,164
-5
| -0.1% | -$1.91K | 0.18% | 66 |
|
2021
Q3 | $2.71M | Buy |
7,169
+639
| +10% | +$242K | 0.19% | 62 |
|
2021
Q2 | $2.48M | Buy |
6,530
+150
| +2% | +$56.9K | 0.18% | 64 |
|
2021
Q1 | $2.09M | Buy |
6,380
+209
| +3% | +$68.3K | 0.17% | 70 |
|
2020
Q4 | $1.63M | Buy |
6,171
+583
| +10% | +$154K | 0.14% | 82 |
|
2020
Q3 | $1.12M | Buy |
5,588
+31
| +0.6% | +$6.23K | 0.12% | 88 |
|
2020
Q2 | $1.1M | Buy |
5,557
+346
| +7% | +$68.4K | 0.12% | 85 |
|
2020
Q1 | $806K | Buy |
5,211
+1,174
| +29% | +$182K | 0.11% | 97 |
|
2019
Q4 | $928K | Buy |
4,037
+491
| +14% | +$113K | 0.11% | 102 |
|
2019
Q3 | $735K | Buy |
3,546
+827
| +30% | +$171K | 0.1% | 122 |
|
2019
Q2 | $556K | Buy |
2,719
+815
| +43% | +$167K | 0.08% | 151 |
|
2019
Q1 | $366K | Sell |
1,904
-37
| -2% | -$7.11K | 0.06% | 197 |
|
2018
Q4 | $324K | Buy |
1,941
+536
| +38% | +$89.5K | 0.06% | 197 |
|
2018
Q3 | $315K | Buy |
+1,405
| New | +$315K | 0.06% | 215 |
|