Hyperion Capital Advisors’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,200
Closed -$594K 114
2024
Q3
$594K Sell
1,200
-1,000
-45% -$495K 0.28% 34
2024
Q2
$995K Hold
2,200
0.47% 24
2024
Q1
$919K Hold
2,200
0.43% 26
2023
Q4
$849K Hold
2,200
0.46% 27
2023
Q3
$712K Hold
2,200
0.39% 30
2023
Q2
$710K Hold
2,200
0.39% 31
2023
Q1
$720K Hold
2,200
0.35% 31
2022
Q4
$755K Hold
2,200
0.37% 29
2022
Q3
$645K Hold
2,200
0.32% 32
2022
Q2
$653K Hold
2,200
0.3% 34
2022
Q1
$726K Hold
2,200
0.28% 35
2021
Q4
$842K Hold
2,200
0.19% 33
2021
Q3
$832K Hold
2,200
0.22% 29
2021
Q2
$835K Hold
2,200
0.24% 27
2021
Q1
$719K Sell
2,200
-2,000
-48% -$654K 0.23% 26
2020
Q4
$1.11M Hold
4,200
0.44% 21
2020
Q3
$844K Hold
4,200
0.41% 20
2020
Q2
$830K Hold
4,200
0.49% 21
2020
Q1
$649K Hold
4,200
0.46% 20
2019
Q4
$966K Buy
+4,200
New +$966K 0.52% 18