Buckingham Strategic 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
Q2 | $946K | Sell |
2,091
-317
| -13% | -$143K | 0.01% | 338 |
|
|
2024
Q1 | $1.01M | Buy |
2,408
+355
| +17% | +$148K | 0.01% | 335 |
|
|
2023
Q4 | $792K | Buy |
2,053
+231
| +13% | +$89.1K | 0.01% | 359 |
|
|
2023
Q3 | $589K | Sell |
1,822
-10
| -0.5% | -$3.24K | 0.01% | 387 |
|
|
2023
Q2 | $591K | Buy |
1,832
+184
| +11% | +$59.3K | 0.01% | 385 |
|
|
2023
Q1 | $566K | Hold |
1,648
| – | – | 0.01% | 353 |
|
|
2022
Q4 | $566K | Sell |
1,648
-232
| -12% | -$79.6K | 0.01% | 355 |
|
|
2022
Q3 | $551K | Buy |
1,880
+148
| +9% | +$43.4K | 0.01% | 347 |
|
|
2022
Q2 | $515K | Sell |
1,732
-81
| -4% | -$24.1K | 0.01% | 370 |
|
|
2022
Q1 | $599K | Buy |
1,813
+132
| +8% | +$43.6K | 0.01% | 337 |
|
|
2021
Q4 | $643K | Buy |
1,681
+189
| +13% | +$72.3K | 0.01% | 325 |
|
|
2021
Q3 | $564K | Buy |
1,492
+166
| +13% | +$62.8K | 0.01% | 334 |
|
|
2021
Q2 | $503K | Buy |
1,326
+80
| +6% | +$30.3K | 0.01% | 359 |
|
|
2021
Q1 | $408K | Buy |
1,246
+362
| +41% | +$119K | 0.02% | 371 |
|
|
2020
Q4 | $233K | Buy |
+884
| New | +$233K | 0.01% | 475 |
|
|
2020
Q1 | – | Sell |
-1,061
| Closed | -$244K | – | 485 |
|
|
2019
Q4 | $244K | Buy |
+1,061
| New | +$244K | 0.02% | 395 |
|
|
2018
Q4 | – | Sell |
-1,120
| Closed | -$251K | – | 368 |
|
|
2018
Q3 | $251K | Buy |
1,120
+145
| +15% | +$32.5K | 0.04% | 300 |
|
|
2018
Q2 | $215K | Buy |
+975
| New | +$215K | 0.03% | 332 |
|
|
2018
Q1 | – | Sell |
-1,074
| Closed | -$274K | – | 327 |
|
|
2017
Q4 | $274K | Buy |
1,074
+76
| +8% | +$19.4K | 0.06% | 251 |
|
|
2017
Q3 | $237K | Sell |
998
-26
| -3% | -$6.17K | 0.06% | 252 |
|
|
2017
Q2 | $227K | Buy |
+1,024
| New | +$227K | 0.05% | 262 |
|
|
2017
Q1 | – | Sell |
-1,133
| Closed | -$271K | – | 263 |
|
|
2016
Q4 | $271K | Buy |
+1,133
| New | +$271K | 0.09% | 180 |
|
|
2016
Q1 | – | Sell |
-1,285
| Closed | -$232K | – | 245 |
|
|
2015
Q4 | $232K | Sell |
1,285
-63
| -5% | -$11.4K | 0.08% | 170 |
|
|
2015
Q3 | $234K | Sell |
1,348
-20
| -1% | -$3.47K | 0.08% | 172 |
|
|
2015
Q2 | $286K | Buy |
+1,368
| New | +$286K | 0.09% | 161 |
|