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 |
|