HHGA
Halbert Hargrove Global Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11
| Closed | -$6.01K | – | 447 |
|
|
2025
Q1 | $6.01K | Buy |
+11
| New | +$6.01K | ﹤0.01% | 282 |
|
|
2023
Q2 | – | Sell |
-897
| Closed | -$293K | – | 116 |
|
|
2023
Q1 | $293K | Hold |
897
| – | – | 0.02% | 108 |
|
|
2022
Q4 | $308K | Sell |
897
-7
| -0.8% | -$2.4K | 0.02% | 100 |
|
|
2022
Q3 | $265K | Buy |
904
+50
| +6% | +$14.7K | 0.02% | 114 |
|
|
2022
Q2 | $254K | Buy |
854
+71
| +9% | +$21.1K | 0.02% | 120 |
|
|
2022
Q1 | $259K | Sell |
783
-17
| -2% | -$5.62K | 0.02% | 130 |
|
|
2021
Q4 | $306K | Buy |
800
+2
| +0.3% | +$765 | 0.02% | 111 |
|
|
2021
Q3 | $302K | Buy |
798
+5
| +0.6% | +$1.89K | 0.02% | 98 |
|
|
2021
Q2 | $301K | Sell |
793
-4
| -0.5% | -$1.52K | 0.02% | 108 |
|
|
2021
Q1 | $261K | Buy |
797
+12
| +2% | +$3.93K | 0.02% | 100 |
|
|
2020
Q4 | $207K | Buy |
+785
| New | +$207K | 0.02% | 108 |
|
|
2018
Q2 | – | Sell |
-806
| Closed | -$203K | – | 75 |
|
|
2018
Q1 | $203K | Sell |
806
-28
| -3% | -$7.05K | 0.05% | 69 |
|
|
2017
Q4 | $212K | Sell |
834
-8
| -1% | -$2.03K | 0.06% | 69 |
|
|
2017
Q3 | $200K | Buy |
+842
| New | +$200K | 0.06% | 66 |
|
|
2017
Q2 | – | Sell |
-883
| Closed | -$203K | – | 71 |
|
|
2017
Q1 | $203K | Sell |
883
-391
| -31% | -$89.9K | 0.05% | 78 |
|
|
2016
Q4 | $305K | Sell |
1,274
-23
| -2% | -$5.51K | 0.08% | 46 |
|
|
2016
Q3 | $209K | Sell |
1,297
-170
| -12% | -$27.4K | 0.06% | 66 |
|
|
2016
Q2 | $218K | Sell |
1,467
-199
| -12% | -$29.6K | 0.06% | 67 |
|
|
2016
Q1 | $262K | Sell |
1,666
-284
| -15% | -$44.7K | 0.09% | 58 |
|
|
2015
Q4 | $351K | Sell |
1,950
-59
| -3% | -$10.6K | 0.15% | 51 |
|
|
2015
Q3 | $349K | Sell |
2,009
-2,831
| -58% | -$492K | 0.17% | 44 |
|
|
2015
Q2 | $1.01M | Sell |
4,840
-230
| -5% | -$48K | 0.25% | 27 |
|
|
2015
Q1 | $953K | Buy |
5,070
+2,158
| +74% | +$406K | 0.31% | 32 |
|
|
2014
Q4 | $564K | Sell |
2,912
-148
| -5% | -$28.7K | 0.28% | 37 |
|
|
2014
Q3 | $562K | Buy |
3,060
+203
| +7% | +$37.3K | 0.16% | 47 |
|
|
2014
Q2 | $478K | Sell |
2,857
-8
| -0.3% | -$1.34K | 0.14% | 45 |
|
|
2014
Q1 | $469K | Sell |
2,865
-94
| -3% | -$15.4K | 0.14% | 47 |
|
|
2013
Q4 | $525K | Sell |
2,959
-567
| -16% | -$101K | 0.16% | 38 |
|
|
2013
Q3 | $558K | Buy |
3,526
+115
| +3% | +$18.2K | 0.19% | 36 |
|
|
2013
Q2 | $516K | Buy |
+3,411
| New | +$516K | 0.19% | 44 |
|