Financial Partners Capital 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
Q4 | $15.9M | Sell |
46,191
-278
| -0.6% | -$95.5K | 3.53% | 5 |
|
|
2022
Q3 | $13.6M | Sell |
46,469
-95
| -0.2% | -$27.8K | 3.22% | 4 |
|
|
2022
Q2 | $13.8M | Buy |
46,564
+2,072
| +5% | +$615K | 2.97% | 5 |
|
|
2022
Q1 | $14.7M | Sell |
44,492
-122
| -0.3% | -$40.3K | 2.73% | 7 |
|
|
2021
Q4 | $17.1M | Sell |
44,614
-806
| -2% | -$308K | 3.03% | 7 |
|
|
2021
Q3 | $17.2M | Sell |
45,420
-527
| -1% | -$199K | 3.14% | 7 |
|
|
2021
Q2 | $17.4M | Buy |
45,947
+86
| +0.2% | +$32.6K | 3.2% | 7 |
|
|
2021
Q1 | $15M | Buy |
45,861
+243
| +0.5% | +$79.5K | 3.03% | 11 |
|
|
2020
Q4 | $12M | Buy |
45,618
+146
| +0.3% | +$38.5K | 2.75% | 13 |
|
|
2020
Q3 | $9.14M | Buy |
45,472
+1,158
| +3% | +$233K | 2.43% | 18 |
|
|
2020
Q2 | $8.76M | Sell |
44,314
-653
| -1% | -$129K | 2.52% | 14 |
|
|
2020
Q1 | $6.95M | Buy |
+44,967
| New | +$6.95M | 2.22% | 21 |
|
|
2018
Q4 | $6.69M | Buy |
40,044
+13,294
| +50% | +$2.22M | 2.2% | 21 |
|
|
2018
Q3 | $6M | Buy |
26,750
+165
| +0.6% | +$37K | 1.7% | 27 |
|
|
2018
Q2 | $5.86M | Buy |
26,585
+3,555
| +15% | +$784K | 1.78% | 26 |
|
|
2018
Q1 | $5.8M | Sell |
23,030
-35
| -0.2% | -$8.82K | 1.75% | 28 |
|
|
2017
Q4 | $5.88M | Sell |
23,065
-580
| -2% | -$148K | 1.08% | 37 |
|
|
2017
Q3 | $5.61M | Sell |
23,645
-139
| -0.6% | -$33K | 1.07% | 39 |
|
|
2017
Q2 | $5.28M | Buy |
23,784
+1,200
| +5% | +$266K | 1.1% | 40 |
|
|
2017
Q1 | $5.19M | Sell |
22,584
-1,420
| -6% | -$326K | 1.14% | 38 |
|
|
2016
Q4 | $5.75M | Sell |
24,004
-398
| -2% | -$95.3K | 1.38% | 32 |
|
|
2016
Q3 | $4.26M | Sell |
24,402
-4,703
| -16% | -$821K | 1.08% | 38 |
|
|
2016
Q2 | $4.32M | Buy |
29,105
+1,432
| +5% | +$213K | 1.16% | 39 |
|
|
2016
Q1 | $4.34M | Buy |
27,673
+2,953
| +12% | +$464K | 1.08% | 41 |
|
|
2015
Q4 | $4.46M | Buy |
24,720
+2,425
| +11% | +$437K | 1.06% | 42 |
|
|
2015
Q3 | $3.87M | Buy |
22,295
+20
| +0.1% | +$3.48K | 0.97% | 46 |
|
|
2015
Q2 | $4.65M | Sell |
22,275
-11,111
| -33% | -$2.32M | 1.14% | 37 |
|
|
2015
Q1 | $6.28M | Buy |
33,386
+3,781
| +13% | +$711K | 1.58% | 25 |
|
|
2014
Q4 | $5.74M | Sell |
29,605
-470
| -2% | -$91.1K | 1.56% | 25 |
|
|
2014
Q3 | $5.52M | Sell |
30,075
-1,850
| -6% | -$340K | 1.59% | 25 |
|
|
2014
Q2 | $5.35M | Buy |
31,925
+1,120
| +4% | +$188K | 1.63% | 24 |
|
|
2014
Q1 | $5.05M | Buy |
30,805
+1,225
| +4% | +$201K | 1.64% | 22 |
|
|
2013
Q4 | $5.24M | Buy |
29,580
+9,190
| +45% | +$1.63M | 1.73% | 20 |
|
|
2013
Q3 | $3.23M | Sell |
20,390
-290
| -1% | -$45.9K | 1.28% | 33 |
|
|
2013
Q2 | $3.13M | Buy |
+20,680
| New | +$3.13M | 1.4% | 29 |
|