M Holdings Securities’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,073
| Closed | -$485K | – | 188 |
|
|
2024
Q2 | $485K | Buy |
+1,073
| New | +$485K | 0.06% | 169 |
|
|
2023
Q2 | – | Sell |
-1,771
| Closed | -$579K | – | 263 |
|
|
2023
Q1 | $579K | Sell |
1,771
-1,153
| -39% | -$377K | 0.06% | 164 |
|
|
2022
Q4 | $1M | Sell |
2,924
-1,688
| -37% | -$580K | 0.11% | 157 |
|
|
2022
Q3 | $1.35M | Buy |
4,612
+329
| +8% | +$96.4K | 0.15% | 121 |
|
|
2022
Q2 | $1.27M | Sell |
4,283
-312
| -7% | -$92.7K | 0.13% | 132 |
|
|
2022
Q1 | $1.52M | Buy |
+4,595
| New | +$1.52M | 0.11% | 140 |
|
|
2021
Q2 | $4.17M | Sell |
10,977
-50
| -0.5% | -$19K | 0.41% | 63 |
|
|
2021
Q1 | $3.61M | Sell |
11,027
-773
| -7% | -$253K | 0.33% | 70 |
|
|
2020
Q4 | $3.11M | Buy |
+11,800
| New | +$3.11M | 0.4% | 65 |
|
|
2019
Q2 | – | Sell |
-4,372
| Closed | -$839K | – | 237 |
|
|
2019
Q1 | $839K | Sell |
4,372
-325
| -7% | -$62.4K | 0.19% | 130 |
|
|
2018
Q4 | $785K | Buy |
+4,697
| New | +$785K | 0.24% | 113 |
|