MinichMacGregor Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-63
| Closed | -$21.9K | – | 311 |
|
|
2022
Q4 | $21.9K | Buy |
+63
| New | +$21.9K | 0.01% | 302 |
|
|
2020
Q2 | – | Sell |
-3,982
| Closed | -$711K | – | 84 |
|
|
2020
Q1 | $711K | Buy |
+3,982
| New | +$711K | 0.64% | 44 |
|
|
2018
Q4 | – | Sell |
-69
| Closed | -$15K | – | 251 |
|
|
2018
Q3 | $15K | Hold |
69
| – | – | 0.01% | 258 |
|
|
2018
Q2 | $15K | Sell |
69
-4
| -5% | -$870 | 0.01% | 247 |
|
|
2018
Q1 | $18K | Sell |
73
-96
| -57% | -$23.7K | 0.01% | 219 |
|
|
2017
Q4 | $43K | Buy |
169
+100
| +145% | +$25.4K | 0.03% | 123 |
|
|
2017
Q3 | $16K | Sell |
69
-25
| -27% | -$5.8K | 0.01% | 219 |
|
|
2017
Q2 | $20K | Sell |
94
-204
| -68% | -$43.4K | 0.02% | 191 |
|
|
2017
Q1 | $68K | Buy |
298
+95
| +47% | +$21.7K | 0.06% | 81 |
|
|
2016
Q4 | $48K | Buy |
203
+67
| +49% | +$15.8K | 0.04% | 109 |
|
|
2016
Q3 | $21K | Sell |
136
-65
| -32% | -$10K | 0.02% | 178 |
|
|
2016
Q2 | $29K | Sell |
201
-4
| -2% | -$577 | 0.03% | 147 |
|
|
2016
Q1 | $32K | Sell |
205
-85
| -29% | -$13.3K | 0.03% | 135 |
|
|
2015
Q4 | $59K | Buy |
+290
| New | +$59K | 0.06% | 95 |
|