Peterson Financial Group’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $163K | Buy |
+330
| New | +$163K | 0.63% | 40 |
|
|
2023
Q1 | – | Sell |
-3,194
| Closed | -$1.1M | – | 40 |
|
|
2022
Q4 | $1.1M | Sell |
3,194
-1,779
| -36% | -$611K | 1.45% | 28 |
|
|
2022
Q3 | $1.46M | Sell |
4,973
-1,545
| -24% | -$453K | 1.42% | 27 |
|
|
2022
Q2 | $1.94M | Buy |
6,518
+553
| +9% | +$164K | 1.82% | 14 |
|
|
2022
Q1 | $1.97M | Buy |
5,965
+500
| +9% | +$165K | 1.63% | 19 |
|
|
2021
Q4 | $2.09M | Buy |
+5,465
| New | +$2.09M | 1.71% | 16 |
|