Meristem Family Wealth’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.18M | Sell |
3,560
-314
| -8% | -$104K | 0.13% | 91 |
|
|
2021
Q4 | $1.48M | Buy |
3,874
+33
| +0.9% | +$12.6K | 0.13% | 98 |
|
|
2021
Q3 | $1.45M | Buy |
3,841
+1,200
| +45% | +$454K | 0.14% | 87 |
|
|
2021
Q2 | $1M | Buy |
+2,641
| New | +$1M | 0.16% | 92 |
|
|
2018
Q4 | – | Sell |
-1,130
| Closed | -$253K | – | 136 |
|
|
2018
Q3 | $253K | Buy |
1,130
+63
| +6% | +$14.1K | 0.09% | 115 |
|
|
2018
Q2 | $235K | Buy |
+1,067
| New | +$235K | 0.08% | 119 |
|