Independent Portfolio Consultants’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.98M | Buy |
13,413
+4,042
| +43% | +$897K | 1.23% | 7 |
|
|
2017
Q1 | $2.15M | Sell |
9,371
-105
| -1% | -$24.1K | 0.74% | 10 |
|
|
2016
Q4 | $2.27M | Buy |
9,476
+1,281
| +16% | +$307K | 0.75% | 14 |
|
|
2016
Q3 | $1.32M | Sell |
8,195
-485
| -6% | -$78.2K | 0.41% | 53 |
|
|
2016
Q2 | $1.29M | Buy |
8,680
+455
| +6% | +$67.6K | 0.41% | 57 |
|
|
2016
Q1 | $1.29M | Buy |
8,225
+256
| +3% | +$40.2K | 0.36% | 81 |
|
|
2015
Q4 | $1.44M | Sell |
7,969
-5,780
| -42% | -$1.04M | 0.43% | 67 |
|
|
2015
Q3 | $2.39M | Buy |
13,749
+810
| +6% | +$141K | 0.52% | 46 |
|
|
2015
Q2 | $2.7M | Sell |
12,939
-1,513
| -10% | -$316K | 0.54% | 40 |
|
|
2015
Q1 | $2.72M | Sell |
14,452
-457
| -3% | -$85.9K | 0.56% | 45 |
|
|
2014
Q4 | $2.89M | Buy |
14,909
+8,811
| +144% | +$1.71M | 0.58% | 37 |
|
|
2014
Q3 | $1.12M | Buy |
6,098
+2,693
| +79% | +$494K | 0.3% | 78 |
|
|
2014
Q2 | $570K | Buy |
3,405
+100
| +3% | +$16.7K | 0.16% | 197 |
|
|
2014
Q1 | $541K | Sell |
3,305
-775
| -19% | -$127K | 0.17% | 198 |
|
|
2013
Q4 | $723K | Buy |
4,080
+1,440
| +55% | +$255K | 0.25% | 126 |
|
|
2013
Q3 | $418K | Hold |
2,640
| – | – | 0.17% | 268 |
|
|
2013
Q2 | $399K | Buy |
+2,640
| New | +$399K | 0.18% | 244 |
|