Institutional & Family Asset Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.12M | Sell |
9,106
-325
| -3% | -$147K | 0.63% | 54 |
|
|
2024
Q1 | $3.94M | Sell |
9,431
-731
| -7% | -$305K | 0.63% | 62 |
|
|
2023
Q4 | $3.92M | Sell |
10,162
-2,235
| -18% | -$862K | 0.64% | 54 |
|
|
2023
Q3 | $4.01M | Buy |
12,397
+80
| +0.6% | +$25.9K | 0.66% | 53 |
|
|
2023
Q2 | $3.97M | Sell |
12,317
-2
| -0% | -$645 | 0.65% | 57 |
|
|
2023
Q1 | $4.03M | Buy |
12,319
+240
| +2% | +$78.5K | 0.66% | 54 |
|
|
2022
Q4 | $4.15M | Buy |
12,079
+305
| +3% | +$105K | 0.69% | 52 |
|
|
2022
Q3 | $3.45M | Buy |
11,774
+2,722
| +30% | +$798K | 0.61% | 56 |
|
|
2022
Q2 | $2.69M | Buy |
9,052
+554
| +7% | +$165K | 0.46% | 66 |
|
|
2022
Q1 | $2.81M | Buy |
8,498
+209
| +3% | +$69K | 0.44% | 65 |
|
|
2021
Q4 | $3.17M | Buy |
8,289
+131
| +2% | +$50.1K | 0.49% | 67 |
|
|
2021
Q3 | $3.08M | Sell |
8,158
-139
| -2% | -$52.5K | 0.49% | 64 |
|
|
2021
Q2 | $3.15M | Buy |
8,297
+1,998
| +32% | +$758K | 0.52% | 66 |
|
|
2021
Q1 | $2.06M | Buy |
+6,299
| New | +$2.06M | 0.4% | 67 |
|
|
2018
Q2 | – | Sell |
-10
| Closed | -$3K | – | 856 |
|
|
2018
Q1 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 660 |
|