PYA Waltman Capital’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-560
| Closed | -$164K | – | 109 |
|
|
2022
Q3 | $164K | Hold |
560
| – | – | 0.1% | 59 |
|
|
2022
Q2 | $166K | Hold |
560
| – | – | 0.09% | 49 |
|
|
2022
Q1 | $185K | Hold |
560
| – | – | 0.09% | 46 |
|
|
2021
Q4 | $214K | Hold |
560
| – | – | 0.11% | 40 |
|
|
2021
Q3 | $212K | Sell |
560
-280
| -33% | -$106K | 0.12% | 37 |
|
|
2021
Q2 | $319K | Buy |
+840
| New | +$319K | 0.17% | 33 |
|
|
2020
Q3 | – | Sell |
-1,203
| Closed | -$238K | – | 45 |
|
|
2020
Q2 | $238K | Buy |
+1,203
| New | +$238K | 0.2% | 30 |
|
|
2020
Q1 | – | Sell |
-1,403
| Closed | -$323K | – | 34 |
|
|
2019
Q4 | $323K | Buy |
+1,403
| New | +$323K | 0.29% | 22 |
|