Mercer Capital Advisers’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $479K | Sell |
1,266
-200
| -14% | -$75.7K | 0.26% | 61 |
|
2021
Q2 | $556K | Hold |
1,466
| – | – | 0.28% | 59 |
|
2021
Q1 | $479K | Hold |
1,466
| – | – | 0.26% | 59 |
|
2020
Q4 | $387K | Hold |
1,466
| – | – | 0.21% | 65 |
|
2020
Q3 | $295K | Hold |
1,466
| – | – | 0.18% | 70 |
|
2020
Q2 | $290K | Hold |
1,466
| – | – | 0.18% | 70 |
|
2020
Q1 | $227K | Hold |
1,466
| – | – | 0.17% | 72 |
|
2019
Q4 | $337K | Hold |
1,466
| – | – | 0.2% | 69 |
|
2019
Q3 | $304K | Hold |
1,466
| – | – | 0.19% | 72 |
|
2019
Q2 | $300K | Hold |
1,466
| – | – | 0.19% | 72 |
|
2019
Q1 | $281K | Hold |
1,466
| – | – | 0.19% | 72 |
|
2018
Q4 | $245K | Hold |
1,466
| – | – | 0.18% | 78 |
|
2018
Q3 | $328K | Hold |
1,466
| – | – | 0.22% | 65 |
|
2018
Q2 | $323K | Hold |
1,466
| – | – | 0.23% | 68 |
|
2018
Q1 | $369K | Hold |
1,466
| – | – | 0.27% | 63 |
|
2017
Q4 | $373K | Hold |
1,466
| – | – | 0.27% | 62 |
|
2017
Q3 | $348K | Hold |
1,466
| – | – | 0.26% | 67 |
|
2017
Q2 | $325K | Buy |
1,466
+700
| +91% | +$155K | 0.24% | 69 |
|
2017
Q1 | $176K | Hold |
766
| – | – | 0.13% | 98 |
|
2016
Q4 | $183K | Hold |
766
| – | – | 0.15% | 95 |
|
2016
Q3 | $124K | Hold |
766
| – | – | 0.1% | 111 |
|
2016
Q2 | $114K | Hold |
766
| – | – | 0.09% | 110 |
|
2016
Q1 | $120K | Hold |
766
| – | – | 0.1% | 104 |
|
2015
Q4 | $138K | Hold |
766
| – | – | 0.12% | 102 |
|
2015
Q3 | $133K | Hold |
766
| – | – | 0.12% | 103 |
|
2015
Q2 | $160K | Hold |
766
| – | – | 0.14% | 100 |
|
2015
Q1 | $144K | Hold |
766
| – | – | 0.13% | 102 |
|
2014
Q4 | $148K | Buy |
+766
| New | +$148K | 0.13% | 99 |
|