Homrich & Berg’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $747K | Sell |
1,976
-14
| -0.7% | -$5.29K | 0.02% | 249 |
|
|
2021
Q2 | $755K | Sell |
1,990
-320
| -14% | -$121K | 0.02% | 247 |
|
|
2021
Q1 | $755K | Buy |
2,310
+14
| +0.6% | +$4.58K | 0.02% | 232 |
|
|
2020
Q4 | $606K | Buy |
+2,296
| New | +$606K | 0.02% | 249 |
|
|
2020
Q3 | – | Sell |
-1,355
| Closed | -$268K | – | 347 |
|
|
2020
Q2 | $268K | Sell |
1,355
-1,775
| -57% | -$351K | 0.01% | 263 |
|
|
2020
Q1 | $484K | Sell |
3,130
-75
| -2% | -$11.6K | 0.03% | 194 |
|
|
2019
Q4 | $737K | Buy |
3,205
+369
| +13% | +$84.9K | 0.03% | 189 |
|
|
2019
Q3 | $588K | Sell |
2,836
-2
| -0.1% | -$415 | 0.03% | 198 |
|
|
2019
Q2 | $581K | Buy |
2,838
+58
| +2% | +$11.9K | 0.03% | 206 |
|
|
2019
Q1 | $534K | Buy |
+2,780
| New | +$534K | 0.03% | 200 |
|
|
2018
Q2 | – | Sell |
-866
| Closed | -$218K | – | 330 |
|
|
2018
Q1 | $218K | Sell |
866
-3
| -0.3% | -$755 | 0.02% | 308 |
|
|
2017
Q4 | $221K | Buy |
+869
| New | +$221K | 0.02% | 305 |
|
|
2015
Q3 | – | Sell |
-961
| Closed | -$201K | – | 266 |
|
|
2015
Q2 | $201K | Buy |
+961
| New | +$201K | 0.02% | 253 |
|