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