MAM
McCarthy Asset Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-664
| Closed | -$214K | – | 38 |
|
|
2023
Q2 | $214K | Hold |
664
| – | – | 0.15% | 35 |
|
|
2023
Q1 | $217K | Hold |
664
| – | – | 0.15% | 32 |
|
|
2022
Q4 | $228K | Buy |
+664
| New | +$228K | 0.16% | 31 |
|
|
2022
Q2 | – | Sell |
-664
| Closed | -$219K | – | 134 |
|
|
2022
Q1 | $219K | Hold |
664
| – | – | 0.15% | 36 |
|
|
2021
Q4 | $254K | Hold |
664
| – | – | 0.17% | 29 |
|
|
2021
Q3 | $251K | Hold |
664
| – | – | 0.19% | 29 |
|
|
2021
Q2 | $252K | Hold |
664
| – | – | 0.18% | 33 |
|
|
2021
Q1 | $217K | Hold |
664
| – | – | 0.17% | 33 |
|
|
2020
Q4 | $175K | Buy |
+664
| New | +$175K | 0.15% | 35 |
|