Reilly Financial Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $116K | Buy |
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|
2021
Q3 | $76K | Sell |
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|
2021
Q2 | $79K | Sell |
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|
2021
Q1 | $84K | Hold |
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|
2020
Q4 | $68K | Buy |
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|
2020
Q3 | $47K | Hold |
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|
2020
Q2 | $46K | Sell |
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|
2020
Q1 | $87K | Sell |
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|
2019
Q4 | $146K | Sell |
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|
2019
Q3 | $158K | Buy |
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|
2019
Q2 | $108K | Sell |
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|
2019
Q1 | $153K | Sell |
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|
2018
Q4 | $258K | Sell |
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|
2018
Q3 | $9.84M | Sell |
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|
2018
Q2 | $9.68M | Buy |
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|
2018
Q1 | $10.9M | Buy |
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|
2017
Q4 | $10.8M | Sell |
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|
2017
Q3 | $11M | Buy |
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|
2017
Q2 | $10.2M | Buy |
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|
2017
Q1 | $10.2M | Buy |
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|
2016
Q4 | $10.4M | Sell |
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|
2016
Q3 | $9.46M | Buy |
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|
2016
Q2 | $8.6M | Buy |
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|
2016
Q1 | $8.75M | Buy |
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|
2015
Q4 | $9.77M | Buy |
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|
2015
Q3 | $9M | Buy |
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|
2015
Q2 | $10.7M | Buy |
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|
2015
Q1 | $9.51M | Buy |
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|
2014
Q4 | $9.49M | Sell |
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|
2014
Q3 | $9.15M | Buy |
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|
2014
Q2 | $8.06M | Buy |
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|
2014
Q1 | $7.31M | Buy |
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|
2013
Q4 | $7.07M | Buy |
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|
2013
Q3 | $4K | Hold |
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|
2013
Q2 | $3K | Buy |
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