Boston Financial Management’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 | $205K | Buy |
+358
| New | +$205K | 0.01% | 325 |
|
|
2023
Q2 | – | Sell |
-1,182
| Closed | -$387K | – | 314 |
|
|
2023
Q1 | $387K | Sell |
1,182
-187
| -14% | -$61.2K | 0.02% | 249 |
|
|
2022
Q4 | $470K | Sell |
1,369
-81
| -6% | -$27.8K | 0.02% | 228 |
|
|
2022
Q3 | $425K | Buy |
1,450
+55
| +4% | +$16.1K | 0.02% | 226 |
|
|
2022
Q2 | $414K | Buy |
1,395
+252
| +22% | +$74.8K | 0.02% | 221 |
|
|
2022
Q1 | $377K | Buy |
+1,143
| New | +$377K | 0.01% | 230 |
|
|
2021
Q4 | – | Sell |
-840
| Closed | -$318K | – | 267 |
|
|
2021
Q3 | $318K | Buy |
+840
| New | +$318K | 0.01% | 220 |
|