Mitsubishi UFJ Morgan Stanley Securities’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-159
| Closed | -$66.4K | – | 18 |
|
|
2024
Q1 | $66.4K | Buy |
+159
| New | +$66.4K | 2.38% | 14 |
|
|
2023
Q1 | – | Sell |
-10
| Closed | -$3K | – | 96 |
|
|
2022
Q4 | $3K | Sell |
10
-10
| -50% | -$3K | 0.03% | 170 |
|
|
2022
Q3 | $6K | Hold |
20
| – | – | 0.08% | 132 |
|
|
2022
Q2 | $6K | Hold |
20
| – | – | 0.01% | 136 |
|
|
2022
Q1 | $7K | Sell |
20
-552
| -97% | -$193K | 0.01% | 135 |
|
|
2021
Q4 | $219K | Buy |
+572
| New | +$219K | 0.11% | 21 |
|
|
2021
Q3 | – | Sell |
-250
| Closed | -$95K | – | 110 |
|
|
2021
Q2 | $95K | Buy |
+250
| New | +$95K | 0.71% | 24 |
|
|
2014
Q4 | $39K | Hold |
200
| – | – | 0.08% | 65 |
|
|
2014
Q3 | $37K | Buy |
200
+90
| +82% | +$16.7K | 0.11% | 80 |
|
|
2014
Q2 | $18K | Buy |
110
+30
| +38% | +$4.91K | 0.05% | 136 |
|
|
2014
Q1 | $13K | Sell |
80
-370
| -82% | -$60.1K | 0.03% | 175 |
|
|
2013
Q4 | $79K | Sell |
450
-10
| -2% | -$1.76K | 0.13% | 28 |
|
|
2013
Q3 | $73K | Buy |
460
+310
| +207% | +$49.2K | 0.12% | 34 |
|
|
2013
Q2 | $23K | Buy |
+150
| New | +$23K | 0.08% | 134 |
|