Brewin Dolphin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $143K | Sell |
481
-50
| -9% | -$14.9K | 0.02% | 137 |
|
|
2022
Q1 | $175K | Sell |
531
-268
| -34% | -$88.3K | 0.02% | 128 |
|
|
2021
Q4 | $306K | Sell |
799
-160
| -17% | -$61.3K | 0.03% | 118 |
|
|
2021
Q3 | $363K | Buy |
959
+145
| +18% | +$54.8K | 0.04% | 112 |
|
|
2021
Q2 | $309K | Buy |
814
+87
| +12% | +$33K | 0.04% | 112 |
|
|
2021
Q1 | $238K | Buy |
727
+127
| +21% | +$41.5K | 0.04% | 107 |
|
|
2020
Q4 | $158K | Buy |
600
+150
| +33% | +$39.6K | 0.03% | 117 |
|
|
2020
Q3 | $90.4K | Sell |
450
-925
| -67% | -$186K | 0.02% | 132 |
|
|
2020
Q2 | $272K | Buy |
1,375
+1,160
| +540% | +$229K | 0.06% | 94 |
|
|
2020
Q1 | $33.2K | Hold |
215
| – | – | 0.02% | 121 |
|
|
2019
Q4 | $49.4K | Hold |
215
| – | – | 0.02% | 117 |
|
|
2019
Q3 | $44.6K | Hold |
215
| – | – | 0.02% | 114 |
|
|
2019
Q2 | $44K | Hold |
215
| – | – | 0.02% | 116 |
|
|
2019
Q1 | $41.3K | Hold |
215
| – | – | 0.02% | 116 |
|
|
2018
Q4 | $35.9K | Hold |
215
| – | – | 0.02% | 114 |
|
|
2018
Q3 | $48.2K | Hold |
215
| – | – | 0.03% | 111 |
|
|
2018
Q2 | $47.4K | Hold |
215
| – | – | 0.03% | 107 |
|
|
2018
Q1 | $54.2K | Hold |
215
| – | – | 0.03% | 102 |
|
|
2017
Q4 | $54.8K | Hold |
215
| – | – | 0.03% | 100 |
|
|
2017
Q3 | $51K | Buy |
+215
| New | +$51K | 0.04% | 98 |
|