Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-604
| Closed | -$233K | – | 55 |
|
|
2023
Q4 | $233K | Sell |
604
-72
| -11% | -$27.8K | 0.03% | 140 |
|
|
2023
Q3 | $219K | Sell |
676
-1,779
| -72% | -$576K | 0.03% | 138 |
|
|
2023
Q2 | $792K | Sell |
2,455
-181
| -7% | -$58.4K | 0.11% | 80 |
|
|
2023
Q1 | $862K | Sell |
2,636
-12
| -0.5% | -$3.93K | 0.12% | 79 |
|
|
2022
Q4 | $909K | Buy |
2,648
+41
| +2% | +$14.1K | 0.13% | 87 |
|
|
2022
Q3 | $764K | Buy |
2,607
+2,320
| +808% | +$680K | 0.13% | 85 |
|
|
2022
Q2 | $85K | Buy |
287
+1
| +0.3% | +$296 | 0.02% | 185 |
|
|
2022
Q1 | $94K | Buy |
286
+97
| +51% | +$31.9K | 0.02% | 164 |
|
|
2021
Q4 | $72K | Buy |
+189
| New | +$72K | 0.01% | 164 |
|
|
2021
Q1 | – | Sell |
-110
| Closed | -$29K | – | 255 |
|
|
2020
Q4 | $29K | Buy |
+110
| New | +$29K | 0.02% | 182 |
|