Frontier Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $320K | Buy |
1,076
+1
| +0.1% | +$311 | 0.02% | 293 |
|
|
2022
Q1 | $344K | Sell |
1,075
-145
| -12% | -$51.2K | ﹤0.01% | 292 |
|
|
2021
Q4 | $467K | Buy |
1,220
+51
| +4% | +$20.2K | 0.03% | 272 |
|
|
2021
Q3 | $442K | Hold |
1,169
| – | – | 0.03% | 278 |
|
|
2021
Q2 | $444K | Buy |
1,169
+51
| +5% | +$18.2K | 0.03% | 274 |
|
|
2021
Q1 | $366K | Hold |
1,118
| – | – | 0.03% | 278 |
|
|
2020
Q4 | $295K | Buy |
1,118
+26
| +2% | +$5.79K | 0.02% | 295 |
|
|
2020
Q3 | $220K | Buy |
1,092
+75
| +7% | +$15.3K | 0.02% | 327 |
|
|
2020
Q2 | $201K | Buy |
+1,017
| New | +$191K | 0.02% | 326 |
|
|
2020
Q1 | – | Sell |
-7,029
| Closed | -$1.62M | – | 308 |
|
|
2019
Q4 | $1.62M | Buy |
7,029
+108
| +2% | +$23.4K | 0.26% | 89 |
|
|
2019
Q3 | $1.43M | Buy |
6,921
+50
| +0.7% | +$10.5K | 0.21% | 100 |
|
|
2019
Q2 | $1.41M | Sell |
6,871
-59
| -0.9% | -$11.7K | 0.21% | 98 |
|
|
2019
Q1 | $1.33M | Buy |
6,930
+169
| +2% | +$32.6K | 0.18% | 125 |
|
|
2018
Q4 | $1.13M | Sell |
6,761
-11,434
| -63% | -$2.31M | 0.17% | 129 |
|
|
2018
Q3 | $4.08M | Buy |
18,195
+1,171
| +7% | +$272K | 0.39% | 43 |
|
|
2018
Q2 | $3.75M | Buy |
17,024
+9,249
| +119% | +$2.21M | 0.54% | 43 |
|
|
2018
Q1 | $1.96M | Buy |
7,775
+209
| +3% | +$54.4K | 0.27% | 92 |
|
|
2017
Q4 | $1.93M | Sell |
7,566
-370
| -5% | -$90.8K | 0.31% | 78 |
|
|
2017
Q3 | $1.88M | Buy |
7,936
+394
| +5% | +$88.9K | 0.27% | 95 |
|
|
2017
Q2 | $1.67M | Sell |
7,542
-103
| -1% | -$22.9K | 0.26% | 98 |
|
|
2017
Q1 | $1.76M | Buy |
7,645
+1,672
| +28% | +$404K | 0.27% | 95 |
|
|
2016
Q4 | $1.43M | Buy |
5,973
+2,328
| +64% | +$473K | 0.23% | 117 |
|
|
2016
Q3 | $588K | Sell |
3,645
-303
| -8% | -$49.3K | 0.09% | 187 |
|
|
2016
Q2 | $587K | Buy |
3,948
+232
| +6% | +$36.2K | 0.09% | 188 |
|
|
2016
Q1 | $583K | Buy |
3,716
+120
| +3% | +$18.6K | 0.05% | 187 |
|
|
2015
Q4 | $648K | Buy |
+3,596
| New | +$668K | 0.1% | 171 |
|
|
2015
Q2 | – | Sell |
-2,425
| Closed | -$456K | – | 366 |
|
|
2015
Q1 | $456K | Buy |
2,425
+335
| +16% | +$62.3K | 0.07% | 181 |
|
|
2014
Q4 | $405K | Buy |
+2,090
| New | +$393K | 0.08% | 164 |
|
Other funds holding GS
