Global Wealth Management Investment Advisory’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-100
| Closed | -$38.6K | – | 266 |
|
|
2023
Q4 | $38.6K | Hold |
100
| – | – | 0.01% | 209 |
|
|
2023
Q3 | $32.4K | Sell |
100
-1
| -1% | -$324 | 0.01% | 216 |
|
|
2023
Q2 | $32.6K | Buy |
+101
| New | +$32.6K | 0.01% | 220 |
|
|
2022
Q3 | – | Sell |
-101
| Closed | -$30K | – | 275 |
|
|
2022
Q2 | $30K | Sell |
101
-225
| -69% | -$66.8K | 0.01% | 211 |
|
|
2022
Q1 | $108K | Sell |
326
-80
| -20% | -$26.5K | 0.03% | 157 |
|
|
2021
Q4 | $155K | Buy |
406
+62
| +18% | +$23.7K | 0.05% | 148 |
|
|
2021
Q3 | $130K | Buy |
344
+98
| +40% | +$37K | 0.04% | 158 |
|
|
2021
Q2 | $93K | Buy |
246
+120
| +95% | +$45.4K | 0.03% | 170 |
|
|
2021
Q1 | $41K | Buy |
126
+25
| +25% | +$8.14K | 0.01% | 206 |
|
|
2020
Q4 | $27K | Hold |
101
| – | – | 0.01% | 216 |
|
|
2020
Q3 | $20K | Hold |
101
| – | – | 0.01% | 226 |
|
|
2020
Q2 | $20K | Hold |
101
| – | – | 0.01% | 274 |
|
|
2020
Q1 | $16K | Buy |
101
+1
| +1% | +$158 | 0.01% | 278 |
|
|
2019
Q4 | $23K | Sell |
100
-16
| -14% | -$3.68K | 0.01% | 259 |
|
|
2019
Q3 | $24K | Hold |
116
| – | – | 0.01% | 232 |
|
|
2019
Q2 | $24K | Hold |
116
| – | – | 0.01% | 241 |
|
|
2019
Q1 | $22K | Sell |
116
-100
| -46% | -$19K | 0.01% | 295 |
|
|
2018
Q4 | $36K | Buy |
+216
| New | +$36K | 0.02% | 237 |
|