Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $12.9M | Buy |
43,921
+228
| +0.5% | +$66.8K | 1.11% | 36 |
|
|
2022
Q2 | $13M | Sell |
43,693
-129
| -0.3% | -$38.3K | 1.05% | 39 |
|
|
2022
Q1 | $14.5M | Sell |
43,822
-146
| -0.3% | -$48.2K | 1.04% | 39 |
|
|
2021
Q4 | $16.8M | Sell |
43,968
-267
| -0.6% | -$102K | 1.21% | 33 |
|
|
2021
Q3 | $16.7M | Sell |
44,235
-346
| -0.8% | -$131K | 1.33% | 28 |
|
|
2021
Q2 | $16.9M | Sell |
44,581
-276
| -0.6% | -$105K | 1.4% | 25 |
|
|
2021
Q1 | $14.7M | Sell |
44,857
-827
| -2% | -$270K | 1.4% | 26 |
|
|
2020
Q4 | $12M | Sell |
45,684
-53
| -0.1% | -$14K | 1.22% | 31 |
|
|
2020
Q3 | $9.19M | Sell |
45,737
-43,034
| -48% | -$8.65M | 1.07% | 33 |
|
|
2020
Q2 | $17.5M | Sell |
88,771
-2,447
| -3% | -$484K | 2.31% | 9 |
|
|
2020
Q1 | $14.1M | Buy |
91,218
+283
| +0.3% | +$43.7K | 2.24% | 14 |
|
|
2019
Q4 | $20.9M | Buy |
90,935
+1,106
| +1% | +$254K | 2.61% | 6 |
|
|
2019
Q3 | $18.6M | Sell |
89,829
-1,857
| -2% | -$385K | 2.57% | 8 |
|
|
2019
Q2 | $18.8M | Buy |
91,686
+326
| +0.4% | +$66.7K | 2.59% | 8 |
|
|
2019
Q1 | $18.5M | Buy |
91,360
+600
| +0.7% | +$121K | 2.68% | 9 |
|
|
2018
Q4 | $15.2M | Buy |
90,760
+41,361
| +84% | +$6.91M | 2.56% | 11 |
|
|
2018
Q3 | $11.1M | Buy |
49,399
+1,888
| +4% | +$423K | 1.72% | 21 |
|
|
2018
Q2 | $10.5M | Buy |
47,511
+739
| +2% | +$163K | 1.73% | 23 |
|
|
2018
Q1 | $11.8M | Buy |
46,772
+694
| +2% | +$175K | 1.98% | 18 |
|
|
2017
Q4 | $11.7M | Buy |
46,078
+211
| +0.5% | +$53.8K | 1.98% | 19 |
|
|
2017
Q3 | $10.9M | Buy |
45,867
+1,742
| +4% | +$413K | 1.9% | 21 |
|
|
2017
Q2 | $9.79M | Buy |
44,125
+5,376
| +14% | +$1.19M | 1.81% | 23 |
|
|
2017
Q1 | $8.9M | Buy |
+38,749
| New | +$8.9M | 1.81% | 19 |
|