Sendero Wealth Management’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 | – | Sell |
-1,350
| Closed | -$611K | – | 160 |
|
|
2024
Q2 | $611K | Sell |
1,350
-1,639
| -55% | -$741K | 0.1% | 108 |
|
|
2024
Q1 | $1.25M | Sell |
2,989
-1,212
| -29% | -$506K | 0.21% | 69 |
|
|
2023
Q4 | $1.62M | Buy |
4,201
+98
| +2% | +$37.8K | 0.31% | 62 |
|
|
2023
Q3 | $1.33M | Buy |
4,103
+252
| +7% | +$81.5K | 0.28% | 63 |
|
|
2023
Q2 | $1.24M | Buy |
3,851
+351
| +10% | +$113K | 0.27% | 69 |
|
|
2023
Q1 | $1.14M | Buy |
3,500
+461
| +15% | +$151K | 0.35% | 59 |
|
|
2022
Q4 | $1.04M | Buy |
3,039
+460
| +18% | +$158K | 0.37% | 53 |
|
|
2022
Q3 | $756K | Buy |
2,579
+911
| +55% | +$267K | 0.31% | 51 |
|
|
2022
Q2 | $495K | Buy |
1,668
+708
| +74% | +$210K | 0.47% | 50 |
|
|
2022
Q1 | $317K | Sell |
960
-350
| -27% | -$116K | 0.15% | 73 |
|
|
2021
Q4 | $501K | Buy |
+1,310
| New | +$501K | 0.22% | 55 |
|