KPCM
Kings Point Capital Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $47K | Hold |
142
| – | – | ﹤0.01% | 344 |
|
|
2021
Q4 | $54K | Hold |
142
| – | – | ﹤0.01% | 362 |
|
|
2021
Q3 | $54K | Buy |
142
+56
| +65% | +$21.3K | ﹤0.01% | 334 |
|
|
2021
Q2 | $33K | Hold |
86
| – | – | ﹤0.01% | 389 |
|
|
2021
Q1 | $28K | Sell |
86
-229
| -73% | -$74.6K | ﹤0.01% | 393 |
|
|
2020
Q4 | $83K | Sell |
315
-196
| -38% | -$51.6K | 0.01% | 268 |
|
|
2020
Q3 | $103K | Buy |
511
+8
| +2% | +$1.61K | 0.01% | 232 |
|
|
2020
Q2 | $99K | Buy |
503
+1
| +0.2% | +$197 | 0.01% | 216 |
|
|
2020
Q1 | $78K | Buy |
502
+2
| +0.4% | +$311 | 0.01% | 230 |
|
|
2019
Q4 | $115K | Buy |
500
+1
| +0.2% | +$230 | 0.02% | 229 |
|
|
2019
Q3 | $103K | Sell |
499
-151
| -23% | -$31.2K | 0.02% | 218 |
|
|
2019
Q2 | $133K | Buy |
650
+191
| +42% | +$39.1K | 0.02% | 173 |
|
|
2019
Q1 | $88K | Hold |
459
| – | – | 0.02% | 186 |
|
|
2018
Q4 | $77K | Sell |
459
-49
| -10% | -$8.22K | 0.02% | 180 |
|
|
2018
Q3 | $114K | Sell |
508
-224
| -31% | -$50.3K | 0.02% | 176 |
|
|
2018
Q2 | $162K | Sell |
732
-60
| -8% | -$13.3K | 0.03% | 157 |
|
|
2018
Q1 | $200K | Hold |
792
| – | – | 0.04% | 141 |
|
|
2017
Q4 | $202K | Sell |
792
-54
| -6% | -$13.8K | 0.04% | 142 |
|
|
2017
Q3 | $201K | Sell |
846
-363
| -30% | -$86.2K | 0.04% | 142 |
|
|
2017
Q2 | $268K | Sell |
1,209
-448
| -27% | -$99.3K | 0.06% | 127 |
|
|
2017
Q1 | $381K | Sell |
1,657
-16,837
| -91% | -$3.87M | 0.09% | 112 |
|
|
2016
Q4 | $4.43M | Buy |
18,494
+18,135
| +5,052% | +$4.34M | 1.09% | 34 |
|
|
2016
Q3 | $58K | Hold |
359
| – | – | 0.02% | 174 |
|
|
2016
Q2 | $53K | Hold |
359
| – | – | 0.01% | 180 |
|
|
2016
Q1 | $56K | Hold |
359
| – | – | 0.01% | 176 |
|
|
2015
Q4 | $65K | Hold |
359
| – | – | 0.02% | 178 |
|
|
2015
Q3 | $62K | Buy |
359
+100
| +39% | +$17.3K | 0.02% | 194 |
|
|
2015
Q2 | $54K | Hold |
259
| – | – | 0.01% | 207 |
|
|
2015
Q1 | $49K | Buy |
259
+30
| +13% | +$5.68K | 0.01% | 214 |
|
|
2014
Q4 | $44K | Hold |
229
| – | – | 0.01% | 210 |
|
|
2014
Q3 | $42K | Hold |
229
| – | – | 0.01% | 198 |
|
|
2014
Q2 | $38K | Hold |
229
| – | – | 0.01% | 199 |
|
|
2014
Q1 | $38K | Hold |
229
| – | – | 0.01% | 191 |
|
|
2013
Q4 | $41K | Hold |
229
| – | – | 0.01% | 181 |
|
|
2013
Q3 | $36K | Hold |
229
| – | – | 0.01% | 196 |
|
|
2013
Q2 | $35K | Buy |
+229
| New | +$35K | 0.01% | 209 |
|