Heritage Wealth Management (Arizona)’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 | $248K | Buy |
722
+376
| +109% | +$129K | 0.04% | 311 |
|
|
2022
Q3 | $101K | Buy |
346
+9
| +3% | +$2.63K | 0.03% | 320 |
|
|
2022
Q2 | $100K | Hold |
337
| – | – | 0.03% | 335 |
|
|
2022
Q1 | $111K | Buy |
+337
| New | +$111K | 0.03% | 355 |
|
|
2021
Q3 | $95K | Hold |
250
| – | – | 0.03% | 353 |
|
|
2021
Q2 | $95K | Hold |
250
| – | – | 0.04% | 345 |
|
|
2021
Q1 | $82K | Buy |
+250
| New | +$82K | 0.05% | 281 |
|