Bison Wealth’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-707
| Closed | -$350K | – | 362 |
|
|
2024
Q3 | $350K | Sell |
707
-5,507
| -89% | -$2.73M | 0.06% | 293 |
|
|
2024
Q2 | $2.6M | Hold |
6,214
| – | – | 0.42% | 60 |
|
|
2024
Q1 | $2.6M | Sell |
6,214
-130
| -2% | -$54.3K | 0.42% | 60 |
|
|
2023
Q4 | $2.45M | Buy |
6,344
+132
| +2% | +$50.9K | 0.43% | 53 |
|
|
2023
Q3 | $2.01M | Sell |
6,212
-13
| -0.2% | -$4.21K | 0.39% | 63 |
|
|
2023
Q2 | $2.01M | Buy |
6,225
+716
| +13% | +$231K | 0.37% | 67 |
|
|
2023
Q1 | $1.77M | Sell |
5,509
-45
| -0.8% | -$14.4K | 0.55% | 53 |
|
|
2022
Q4 | $1.99M | Buy |
5,554
+71
| +1% | +$25.4K | 0.63% | 45 |
|
|
2022
Q3 | $1.61M | Buy |
5,483
+4,486
| +450% | +$1.31M | 0.63% | 43 |
|
|
2022
Q2 | $296K | Buy |
997
+47
| +5% | +$14K | 0.17% | 144 |
|
|
2022
Q1 | $314K | Buy |
950
+270
| +40% | +$89.2K | 0.16% | 153 |
|
|
2021
Q4 | $260K | Sell |
680
-215
| -24% | -$82.2K | 0.15% | 155 |
|
|
2021
Q3 | $338K | Sell |
895
-30
| -3% | -$11.3K | 0.15% | 163 |
|
|
2021
Q2 | $351K | Buy |
925
+101
| +12% | +$38.3K | 0.15% | 165 |
|
|
2021
Q1 | $269K | Buy |
824
+26
| +3% | +$8.49K | 0.12% | 195 |
|
|
2020
Q4 | $211K | Buy |
+798
| New | +$211K | 0.1% | 215 |
|
|
2015
Q1 | – | Sell |
-1,106
| Closed | -$214K | – | 235 |
|
|
2014
Q4 | $214K | Buy |
+1,106
| New | +$214K | 0.16% | 168 |
|