PCA
Personal Capital Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $53.8M | Buy |
156,544
+4,246
| +3% | +$1.46M | 0.26% | 90 |
|
|
2022
Q3 | $44.6M | Buy |
152,298
+5,709
| +4% | +$1.67M | 0.24% | 96 |
|
|
2022
Q2 | $43.5M | Buy |
146,589
+13,091
| +10% | +$3.89M | 0.23% | 100 |
|
|
2022
Q1 | $44.1M | Buy |
133,498
+131,550
| +6,753% | +$43.4M | 0.21% | 113 |
|
|
2021
Q4 | $722K | Buy |
1,948
+493
| +34% | +$183K | ﹤0.01% | 286 |
|
|
2021
Q3 | $550K | Buy |
1,455
+143
| +11% | +$54.1K | ﹤0.01% | 299 |
|
|
2021
Q2 | $498K | Buy |
1,312
+108
| +9% | +$41K | ﹤0.01% | 312 |
|
|
2021
Q1 | $394K | Sell |
1,204
-109
| -8% | -$35.7K | ﹤0.01% | 339 |
|
|
2020
Q4 | $346K | Buy |
+1,313
| New | +$346K | ﹤0.01% | 352 |
|
|
2020
Q3 | – | Sell |
-1,136
| Closed | -$224K | – | 420 |
|
|
2020
Q2 | $224K | Buy |
+1,136
| New | +$224K | ﹤0.01% | 332 |
|
|
2020
Q1 | – | Sell |
-1,206
| Closed | -$277K | – | 363 |
|
|
2019
Q4 | $277K | Sell |
1,206
-82
| -6% | -$18.8K | ﹤0.01% | 338 |
|
|
2019
Q3 | $266K | Buy |
1,288
+192
| +18% | +$39.7K | ﹤0.01% | 307 |
|
|
2019
Q2 | $224K | Sell |
1,096
-589
| -35% | -$120K | ﹤0.01% | 299 |
|
|
2019
Q1 | $324K | Sell |
1,685
-120,851
| -99% | -$23.2M | ﹤0.01% | 260 |
|
|
2018
Q4 | $20.5M | Sell |
122,536
-23,145
| -16% | -$3.87M | 0.27% | 90 |
|
|
2018
Q3 | $32.7M | Buy |
145,681
+8,756
| +6% | +$1.96M | 0.42% | 66 |
|
|
2018
Q2 | $30.2M | Buy |
136,925
+12,595
| +10% | +$2.78M | 0.43% | 63 |
|
|
2018
Q1 | $31.3M | Buy |
124,330
+9,742
| +9% | +$2.45M | 0.49% | 45 |
|
|
2017
Q4 | $29.2M | Buy |
114,588
+7,745
| +7% | +$1.97M | 0.5% | 51 |
|
|
2017
Q3 | $25.3M | Buy |
106,843
+6,752
| +7% | +$1.6M | 0.49% | 51 |
|
|
2017
Q2 | $22.2M | Sell |
100,091
-29,998
| -23% | -$6.66M | 0.49% | 54 |
|
|
2017
Q1 | $29.7M | Sell |
130,089
-4,886
| -4% | -$1.12M | 0.75% | 24 |
|
|
2016
Q4 | $32.3M | Buy |
134,975
+10,118
| +8% | +$2.42M | 0.96% | 15 |
|
|
2016
Q3 | $19.8M | Buy |
124,857
+29,206
| +31% | +$4.64M | 0.67% | 50 |
|
|
2016
Q2 | $14.2M | Buy |
95,651
+5,156
| +6% | +$766K | 0.55% | 61 |
|
|
2016
Q1 | $14.2M | Buy |
90,495
+17,815
| +25% | +$2.8M | 0.65% | 55 |
|
|
2015
Q4 | $13.1M | Buy |
72,680
+6,127
| +9% | +$1.1M | 0.72% | 45 |
|
|
2015
Q3 | $11.6M | Buy |
66,553
+7,347
| +12% | +$1.28M | 0.76% | 44 |
|
|
2015
Q2 | $12.4M | Buy |
59,206
+6,803
| +13% | +$1.43M | 0.86% | 20 |
|
|
2015
Q1 | $9.85M | Buy |
52,403
+8,893
| +20% | +$1.67M | 0.8% | 33 |
|
|
2014
Q4 | $8.43M | Buy |
43,510
+7,323
| +20% | +$1.42M | 0.86% | 29 |
|
|
2014
Q3 | $6.64M | Buy |
36,187
+7,154
| +25% | +$1.31M | 0.85% | 23 |
|
|
2014
Q2 | $4.86M | Buy |
29,033
+7,640
| +36% | +$1.28M | 0.81% | 51 |
|
|
2014
Q1 | $3.51M | Buy |
21,393
+5,797
| +37% | +$950K | 0.79% | 59 |
|
|
2013
Q4 | $2.77M | Buy |
+15,596
| New | +$2.77M | 0.88% | 39 |
|