Morningstar Investment Services’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,678
| Closed | -$837K | – | 236 |
|
|
2024
Q3 | $837K | Buy |
1,678
+219
| +15% | +$109K | 0.01% | 224 |
|
|
2024
Q2 | $651K | Buy |
1,459
+380
| +35% | +$170K | 0.01% | 227 |
|
|
2024
Q1 | $448K | Sell |
1,079
-990
| -48% | -$411K | ﹤0.01% | 244 |
|
|
2023
Q4 | $799K | Buy |
2,069
+993
| +92% | +$383K | ﹤0.01% | 248 |
|
|
2023
Q3 | $350K | Buy |
+1,076
| New | +$350K | ﹤0.01% | 232 |
|