Mason Investment Advisory Services’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,161
| Closed | -$345K | – | 90 |
|
|
2022
Q2 | $345K | Sell |
1,161
-5,386
| -82% | -$1.6M | 0.04% | 50 |
|
|
2022
Q1 | $2.16M | Buy |
6,547
+506
| +8% | +$167K | 0.19% | 15 |
|
|
2021
Q4 | $2.31M | Hold |
6,041
| – | – | 0.19% | 17 |
|
|
2021
Q3 | $2.28M | Hold |
6,041
| – | – | 0.24% | 12 |
|
|
2021
Q2 | $2.29M | Buy |
6,041
+1,613
| +36% | +$612K | 0.23% | 10 |
|
|
2021
Q1 | $1.45M | Hold |
4,428
| – | – | 0.15% | 27 |
|
|
2020
Q4 | $1.17M | Hold |
4,428
| – | – | 0.14% | 35 |
|
|
2020
Q3 | $890K | Hold |
4,428
| – | – | 0.13% | 38 |
|
|
2020
Q2 | $875K | Buy |
4,428
+1,135
| +34% | +$224K | 0.13% | 40 |
|
|
2020
Q1 | $509K | Buy |
+3,293
| New | +$509K | 0.09% | 61 |
|