Laurel Wealth Advisors (California)’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $860K | Sell |
2,503
-37
| -1% | -$12.7K | 0.08% | 250 |
|
|
2022
Q3 | $744K | Sell |
2,540
-18
| -0.7% | -$5.27K | 0.08% | 267 |
|
|
2022
Q2 | $760K | Buy |
2,558
+30
| +1% | +$8.91K | 0.08% | 259 |
|
|
2022
Q1 | $834K | Sell |
2,528
-840
| -25% | -$277K | 0.07% | 282 |
|
|
2021
Q4 | $1.29M | Buy |
3,368
+2,570
| +322% | +$984K | 0.1% | 208 |
|
|
2021
Q3 | $302K | Sell |
798
-193
| -19% | -$73K | 0.06% | 336 |
|
|
2021
Q2 | $376K | Buy |
991
+120
| +14% | +$45.5K | 0.05% | 344 |
|
|
2021
Q1 | $285K | Sell |
871
-59
| -6% | -$19.3K | 0.04% | 368 |
|
|
2020
Q4 | $245K | Buy |
+930
| New | +$245K | 0.04% | 383 |
|
|
2020
Q1 | – | Sell |
-884
| Closed | -$203K | – | 382 |
|
|
2019
Q4 | $203K | Buy |
+884
| New | +$203K | 0.03% | 425 |
|
|
2019
Q3 | – | Sell |
-1,162
| Closed | -$238K | – | 438 |
|
|
2019
Q2 | $238K | Buy |
+1,162
| New | +$238K | 0.05% | 343 |
|
|
2018
Q4 | – | Sell |
-1,320
| Closed | -$296K | – | 363 |
|
|
2018
Q3 | $296K | Sell |
1,320
-267
| -17% | -$59.9K | 0.07% | 274 |
|
|
2018
Q2 | $349K | Buy |
1,587
+130
| +9% | +$28.6K | 0.09% | 232 |
|
|
2018
Q1 | $366K | Buy |
1,457
+488
| +50% | +$123K | 0.11% | 207 |
|
|
2017
Q4 | $246K | Sell |
969
-16
| -2% | -$4.06K | 0.07% | 291 |
|
|
2017
Q3 | $233K | Sell |
985
-262
| -21% | -$62K | 0.08% | 258 |
|
|
2017
Q2 | $276K | Buy |
+1,247
| New | +$276K | 0.1% | 223 |
|