Sugarloaf 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
Q4 | $147K | Hold |
257
| – | – | 0.03% | 198 |
|
|
2024
Q3 | $127K | Hold |
257
| – | – | 0.02% | 218 |
|
|
2024
Q2 | $116K | Sell |
257
-1
| -0.4% | -$453 | 0.02% | 216 |
|
|
2024
Q1 | $108K | Sell |
258
-76
| -23% | -$31.7K | 0.02% | 221 |
|
|
2023
Q4 | $129K | Buy |
334
+75
| +29% | +$28.9K | 0.03% | 193 |
|
|
2023
Q3 | $83.6K | Sell |
259
-261
| -50% | -$84.3K | 0.02% | 227 |
|
|
2023
Q2 | $168K | Sell |
520
-704
| -58% | -$227K | 0.04% | 155 |
|
|
2023
Q1 | $401K | Sell |
1,224
-194
| -14% | -$63.5K | 0.1% | 86 |
|
|
2022
Q4 | $487K | Sell |
1,418
-304
| -18% | -$104K | 0.12% | 77 |
|
|
2022
Q3 | $505K | Buy |
+1,722
| New | +$505K | 0.13% | 78 |
|
|
2022
Q2 | – | Sell |
-1,450
| Closed | -$479K | – | 785 |
|
|
2022
Q1 | $479K | Buy |
1,450
+46
| +3% | +$15.2K | 0.11% | 73 |
|
|
2021
Q4 | $537K | Buy |
1,404
+490
| +54% | +$187K | 0.13% | 67 |
|
|
2021
Q3 | $345K | Sell |
914
-174
| -16% | -$65.7K | 0.09% | 88 |
|
|
2021
Q2 | $413K | Buy |
1,088
+1,086
| +54,300% | +$412K | 0.11% | 78 |
|
|
2021
Q1 | $363 | Sell |
2
-1,402
| -100% | -$254K | 0.11% | 84 |
|
|
2020
Q4 | $370K | Sell |
1,404
-37
| -3% | -$9.75K | 0.12% | 80 |
|
|
2020
Q3 | $290K | Buy |
1,441
+354
| +33% | +$71.2K | 0.11% | 84 |
|
|
2020
Q2 | $215K | Sell |
1,087
-210
| -16% | -$41.5K | 0.08% | 104 |
|
|
2020
Q1 | $200K | Sell |
1,297
-1,825
| -58% | -$281K | 0.09% | 103 |
|
|
2019
Q4 | $718K | Buy |
+3,122
| New | +$718K | 0.31% | 59 |
|