KCS Wealth Advisory’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $834K | Sell |
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|
2022
Q3 | $1.27M | Buy |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.3M | Buy |
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|
2021
Q3 | $1.27M | Sell |
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|
2021
Q2 | $1.47M | Buy |
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|
2021
Q1 | $1.26M | Buy |
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|
2020
Q4 | $1M | Buy |
|
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|
2020
Q3 | $762K | Sell |
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|
2020
Q2 | $779K | Sell |
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|
2020
Q1 | $942K | Buy |
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|
2019
Q4 | $1.38M | Buy |
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|
2019
Q3 | $1.24M | Buy |
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|
2019
Q2 | $1.18M | Buy |
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|
2019
Q1 | $1.04M | Buy |
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|
2018
Q4 | $655K | Buy |
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|
2018
Q3 | $534K | Sell |
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|
2018
Q2 | $527K | Sell |
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|
2018
Q1 | $650K | Sell |
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|
2017
Q4 | $773K | Buy |
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