Dorchester 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
Q4 | $685K | Hold |
1,197
| – | – | 0.14% | 82 |
|
|
2024
Q3 | $593K | Hold |
1,197
| – | – | 0.11% | 88 |
|
|
2024
Q2 | $541K | Hold |
1,197
| – | – | 0.1% | 92 |
|
|
2024
Q1 | $500K | Hold |
1,197
| – | – | 0.09% | 108 |
|
|
2023
Q4 | $462K | Hold |
1,197
| – | – | 0.09% | 104 |
|
|
2023
Q3 | $387K | Hold |
1,197
| – | – | 0.08% | 112 |
|
|
2023
Q2 | $386K | Hold |
1,197
| – | – | 0.08% | 110 |
|
|
2023
Q1 | $392K | Hold |
1,197
| – | – | 0.08% | 111 |
|
|
2022
Q4 | $411K | Hold |
1,197
| – | – | 0.1% | 100 |
|
|
2022
Q3 | $351K | Sell |
1,197
-10
| -0.8% | -$2.93K | 0.08% | 117 |
|
|
2022
Q2 | $359K | Hold |
1,207
| – | – | 0.07% | 119 |
|
|
2022
Q1 | $498K | Buy |
1,207
+322
| +36% | +$133K | 0.08% | 106 |
|
|
2021
Q4 | $339K | Buy |
885
+210
| +31% | +$80.4K | 0.07% | 117 |
|
|
2021
Q3 | $255K | Sell |
675
-94
| -12% | -$35.5K | 0.06% | 122 |
|
|
2021
Q2 | $292K | Buy |
+769
| New | +$292K | 0.07% | 129 |
|
|
2021
Q1 | – | Sell |
-2,175
| Closed | -$574K | – | 149 |
|
|
2020
Q4 | $574K | Sell |
2,175
-1,300
| -37% | -$343K | 0.15% | 78 |
|
|
2020
Q3 | $698K | Buy |
3,475
+800
| +30% | +$161K | 0.22% | 66 |
|
|
2020
Q2 | $529K | Buy |
2,675
+1,000
| +60% | +$198K | 0.17% | 79 |
|
|
2020
Q1 | $259K | Buy |
+1,675
| New | +$259K | 0.1% | 98 |
|