J.P. Marvel Investment Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,205
| Closed | -$1.05M | – | 71 |
|
|
2023
Q1 | $1.05M | Hold |
3,205
| – | – | 0.24% | 57 |
|
|
2022
Q4 | $1.1M | Hold |
3,205
| – | – | 0.26% | 55 |
|
|
2022
Q3 | $939K | Hold |
3,205
| – | – | 0.24% | 55 |
|
|
2022
Q2 | $952K | Hold |
3,205
| – | – | 0.23% | 55 |
|
|
2022
Q1 | $1.06M | Hold |
3,205
| – | – | 0.22% | 55 |
|
|
2021
Q4 | $1.23M | Hold |
3,205
| – | – | 0.24% | 53 |
|
|
2021
Q3 | $1.21M | Buy |
3,205
+190
| +6% | +$71.9K | 0.36% | 42 |
|
|
2021
Q2 | $1.14M | Buy |
3,015
+15
| +0.5% | +$5.69K | 0.24% | 57 |
|
|
2021
Q1 | $981K | Buy |
+3,000
| New | +$981K | 0.23% | 58 |
|
|
2014
Q1 | – | Sell |
-29,820
| Closed | -$5.29M | – | 84 |
|
|
2013
Q4 | $5.29M | Hold |
29,820
| – | – | 1.89% | 18 |
|
|
2013
Q3 | $4.72M | Sell |
29,820
-295
| -1% | -$46.7K | 1.83% | 20 |
|
|
2013
Q2 | $4.56M | Buy |
+30,115
| New | +$4.56M | 1.9% | 19 |
|