Moran Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,450
| Closed | -$945K | – | 428 |
|
|
2023
Q4 | $945K | Buy |
2,450
+595
| +32% | +$230K | 0.03% | 306 |
|
|
2023
Q3 | $600K | Sell |
1,855
-106
| -5% | -$34.3K | 0.02% | 302 |
|
|
2023
Q2 | $633K | Buy |
1,961
+903
| +85% | +$291K | 0.02% | 294 |
|
|
2023
Q1 | $346K | Buy |
+1,058
| New | +$346K | 0.01% | 318 |
|