BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.94K | Sell |
6
-35
| -85% | -$11.3K | ﹤0.01% | 691 |
|
|
2023
Q1 | $13.3K | Buy |
41
+16
| +64% | +$5.19K | ﹤0.01% | 563 |
|
|
2022
Q4 | $8.44K | Hold |
25
| – | – | ﹤0.01% | 602 |
|
|
2022
Q3 | $7K | Sell |
25
-17
| -40% | -$4.76K | ﹤0.01% | 624 |
|
|
2022
Q2 | $13K | Buy |
42
+2
| +5% | +$619 | ﹤0.01% | 547 |
|
|
2022
Q1 | $13K | Hold |
40
| – | – | ﹤0.01% | 575 |
|
|
2021
Q4 | $15K | Hold |
40
| – | – | ﹤0.01% | 584 |
|
|
2021
Q3 | $15K | Hold |
40
| – | – | ﹤0.01% | 571 |
|
|
2021
Q2 | $15K | Hold |
40
| – | – | ﹤0.01% | 550 |
|
|
2021
Q1 | $13K | Hold |
40
| – | – | ﹤0.01% | 541 |
|
|
2020
Q4 | $11K | Buy |
40
+14
| +54% | +$3.85K | ﹤0.01% | 554 |
|
|
2020
Q3 | $5K | Hold |
26
| – | – | ﹤0.01% | 580 |
|
|
2020
Q2 | $5K | Sell |
26
-8
| -24% | -$1.54K | ﹤0.01% | 627 |
|
|
2020
Q1 | $5K | Buy |
34
+4
| +13% | +$588 | ﹤0.01% | 582 |
|
|
2019
Q4 | $7K | Buy |
+30
| New | +$7K | ﹤0.01% | 564 |
|
|
2018
Q3 | – | Sell |
-3
| Closed | -$1K | – | 628 |
|
|
2018
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 628 |
|