Brewin Dolphin Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $143K | Sell |
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|
2022
Q1 | $175K | Sell |
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|
2021
Q4 | $306K | Sell |
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|
2021
Q3 | $363K | Buy |
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|
2021
Q2 | $309K | Buy |
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|
2021
Q1 | $238K | Buy |
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|
2020
Q4 | $158K | Buy |
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|
2020
Q3 | $90.4K | Sell |
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|
2020
Q2 | $272K | Buy |
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|
2020
Q1 | $33.2K | Hold |
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|
2019
Q4 | $49.4K | Hold |
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|
2019
Q3 | $44.6K | Hold |
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|
2019
Q2 | $44K | Hold |
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|
2019
Q1 | $41.3K | Hold |
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|
2018
Q4 | $35.9K | Hold |
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|
2018
Q3 | $48.2K | Hold |
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|
2018
Q2 | $47.4K | Hold |
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|
2018
Q1 | $54.1K | Hold |
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|
2017
Q4 | $54.8K | Hold |
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|
2017
Q3 | $51K | Buy |
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