American Trust Investment Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-10,907
| Closed | -$3.52M | – | 85 |
|
2023
Q2 | $3.52M | Buy |
10,907
+75
| +0.7% | +$24.2K | 1.97% | 20 |
|
2023
Q1 | $3.54M | Buy |
10,832
+148
| +1% | +$48.4K | 2.13% | 17 |
|
2022
Q4 | $3.67M | Sell |
10,684
-20
| -0.2% | -$6.87K | 2.33% | 15 |
|
2022
Q3 | $3.14M | Buy |
10,704
+270
| +3% | +$79.1K | 2.01% | 16 |
|
2022
Q2 | $3.1M | Sell |
10,434
-32
| -0.3% | -$9.5K | 1.94% | 19 |
|
2022
Q1 | $3.46M | Buy |
10,466
+262
| +3% | +$86.5K | 1.77% | 23 |
|
2021
Q4 | $3.9M | Buy |
10,204
+155
| +2% | +$59.3K | 1.94% | 21 |
|
2021
Q3 | $3.8M | Sell |
10,049
-1,965
| -16% | -$743K | 2.14% | 17 |
|
2021
Q2 | $4.56M | Buy |
12,014
+424
| +4% | +$161K | 2.45% | 10 |
|
2021
Q1 | $3.79M | Buy |
+11,590
| New | +$3.79M | 2.21% | 19 |
|