Dowling & Yahnke’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $6.88M | Buy |
23,477
+268
| +1% | +$78.5K | 0.32% | 77 |
|
2022
Q2 | $6.89M | Buy |
23,209
+5
| +0% | +$1.49K | 0.32% | 81 |
|
2022
Q1 | $7.66M | Buy |
23,204
+98
| +0.4% | +$32.4K | 0.33% | 88 |
|
2021
Q4 | $8.84M | Sell |
23,106
-291
| -1% | -$111K | 0.43% | 73 |
|
2021
Q3 | $8.85M | Sell |
23,397
-300
| -1% | -$113K | 0.49% | 59 |
|
2021
Q2 | $8.99M | Buy |
23,697
+20
| +0.1% | +$7.59K | 0.52% | 59 |
|
2021
Q1 | $7.74M | Sell |
23,677
-936
| -4% | -$306K | 0.53% | 61 |
|
2020
Q4 | $6.49M | Sell |
24,613
-91
| -0.4% | -$24K | 0.46% | 67 |
|
2020
Q3 | $4.97M | Buy |
24,704
+923
| +4% | +$186K | 0.4% | 77 |
|
2020
Q2 | $4.7M | Buy |
23,781
+1,682
| +8% | +$332K | 0.39% | 73 |
|
2020
Q1 | $3.42M | Sell |
22,099
-947
| -4% | -$146K | 0.33% | 86 |
|
2019
Q4 | $5.3M | Buy |
23,046
+31
| +0.1% | +$7.13K | 0.41% | 78 |
|
2019
Q3 | $4.77M | Buy |
23,015
+304
| +1% | +$63K | 0.39% | 77 |
|
2019
Q2 | $4.65M | Buy |
22,711
+39
| +0.2% | +$7.98K | 0.39% | 78 |
|
2019
Q1 | $4.35M | Sell |
22,672
-1,231
| -5% | -$236K | 0.42% | 73 |
|
2018
Q4 | $4.56M | Buy |
23,903
+1
| +0% | +$191 | 0.47% | 67 |
|
2018
Q3 | $5.36M | Sell |
23,902
-179
| -0.7% | -$40.1K | 0.47% | 74 |
|
2018
Q2 | $5.31M | Sell |
24,081
-382
| -2% | -$84.3K | 0.49% | 66 |
|
2018
Q1 | $6.16M | Sell |
24,463
-565
| -2% | -$142K | 0.58% | 59 |
|
2017
Q4 | $6.38M | Buy |
25,028
+50
| +0.2% | +$12.7K | 0.58% | 59 |
|
2017
Q3 | $5.93M | Buy |
24,978
+134
| +0.5% | +$31.8K | 0.6% | 59 |
|
2017
Q2 | $5.51M | Sell |
24,844
-258
| -1% | -$57.3K | 0.58% | 59 |
|
2017
Q1 | $5.77M | Buy |
25,102
+258
| +1% | +$59.3K | 0.61% | 55 |
|
2016
Q4 | $5.95M | Sell |
24,844
-359
| -1% | -$86K | 0.67% | 46 |
|
2016
Q3 | $4.06M | Sell |
25,203
-1,722
| -6% | -$278K | 0.48% | 74 |
|
2016
Q2 | $4M | Buy |
26,925
+1,903
| +8% | +$283K | 0.48% | 77 |
|
2016
Q1 | $3.93M | Sell |
25,022
-118
| -0.5% | -$18.5K | 0.49% | 71 |
|
2015
Q4 | $4.53M | Buy |
25,140
+150
| +0.6% | +$27K | 0.57% | 57 |
|
2015
Q3 | $4.34M | Buy |
24,990
+744
| +3% | +$129K | 0.59% | 61 |
|
2015
Q2 | $5.06M | Sell |
24,246
-98
| -0.4% | -$20.5K | 0.64% | 51 |
|
2015
Q1 | $4.58M | Buy |
24,344
+341
| +1% | +$64.1K | 0.57% | 59 |
|
2014
Q4 | $4.65M | Buy |
24,003
+212
| +0.9% | +$41.1K | 0.58% | 61 |
|
2014
Q3 | $4.37M | Buy |
23,791
+26
| +0.1% | +$4.77K | 0.57% | 62 |
|
2014
Q2 | $3.98M | Buy |
23,765
+72
| +0.3% | +$12.1K | 0.51% | 67 |
|
2014
Q1 | $3.88M | Buy |
23,693
+310
| +1% | +$50.8K | 0.51% | 69 |
|
2013
Q4 | $4.15M | Buy |
23,383
+386
| +2% | +$68.4K | 0.58% | 62 |
|
2013
Q3 | $3.64M | Buy |
22,997
+144
| +0.6% | +$22.8K | 0.57% | 63 |
|
2013
Q2 | $3.46M | Buy |
+22,853
| New | +$3.46M | 0.58% | 63 |
|