BerganKDV Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.94K | Sell |
|
|||||
|
2023
Q1 | $13.3K | Buy |
|
|||||
|
2022
Q4 | $8.44K | Hold |
|
|||||
|
2022
Q3 | $7K | Sell |
|
|||||
|
2022
Q2 | $13K | Buy |
|
|||||
|
2022
Q1 | $13K | Hold |
|
|||||
|
2021
Q4 | $15K | Hold |
|
|||||
|
2021
Q3 | $15K | Hold |
|
|||||
|
2021
Q2 | $15K | Hold |
|
|||||
|
2021
Q1 | $13K | Hold |
|
|||||
|
2020
Q4 | $11K | Buy |
|
|||||
|
2020
Q3 | $5K | Hold |
|
|||||
|
2020
Q2 | $5K | Sell |
|
|||||
|
2020
Q1 | $5K | Buy |
|
|||||
|
2019
Q4 | $7K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $1K | Buy |
|