Bourgeon Capital 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
Q1 | – | Sell |
-40
| Closed | -$15.4K | – | 213 |
|
|
2023
Q4 | $15.4K | Hold |
40
| – | – | ﹤0.01% | 219 |
|
|
2023
Q3 | $12.9K | Hold |
40
| – | – | ﹤0.01% | 222 |
|
|
2023
Q2 | $12.9K | Hold |
40
| – | – | ﹤0.01% | 238 |
|
|
2023
Q1 | $13.1K | Hold |
40
| – | – | ﹤0.01% | 221 |
|
|
2022
Q4 | $13.7K | Hold |
40
| – | – | ﹤0.01% | 225 |
|
|
2022
Q3 | $12K | Hold |
40
| – | – | ﹤0.01% | 211 |
|
|
2022
Q2 | $12K | Hold |
40
| – | – | ﹤0.01% | 214 |
|
|
2022
Q1 | $13K | Hold |
40
| – | – | ﹤0.01% | 218 |
|
|
2021
Q4 | $15K | Hold |
40
| – | – | ﹤0.01% | 202 |
|
|
2021
Q3 | $15K | Hold |
40
| – | – | ﹤0.01% | 215 |
|
|
2021
Q2 | $15K | Hold |
40
| – | – | ﹤0.01% | 214 |
|
|
2021
Q1 | $13K | Buy |
+40
| New | +$13K | ﹤0.01% | 220 |
|
|
2019
Q1 | – | Sell |
-1,813
| Closed | -$303K | – | 76 |
|
|
2018
Q4 | $303K | Sell |
1,813
-1,027
| -36% | -$172K | 0.2% | 51 |
|
|
2018
Q3 | $637K | Sell |
2,840
-900
| -24% | -$202K | 0.33% | 48 |
|
|
2018
Q2 | $825K | Sell |
3,740
-125
| -3% | -$27.6K | 0.44% | 41 |
|
|
2018
Q1 | $973K | Buy |
3,865
+1,575
| +69% | +$397K | 0.53% | 40 |
|
|
2017
Q4 | $583K | Buy |
+2,290
| New | +$583K | 0.32% | 55 |
|