Telemus Capital’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$556K Sell
1,442
-337
-19% -$130K 0.05% 224
2023
Q3
$576K Sell
1,779
-383
-18% -$124K 0.05% 201
2023
Q2
$697K Sell
2,162
-218
-9% -$70.3K 0.06% 191
2023
Q1
$779K Sell
2,380
-9
-0.4% -$2.94K 0.07% 182
2022
Q4
$832K Sell
2,389
-87
-4% -$30.3K 0.08% 181
2022
Q3
$726K Sell
2,476
-246
-9% -$72.1K 0.07% 181
2022
Q2
$808K Buy
2,722
+130
+5% +$38.6K 0.08% 196
2022
Q1
$856K Hold
2,592
0.07% 182
2021
Q4
$992K Hold
2,592
0.08% 177
2021
Q3
$980K Buy
2,592
+30
+1% +$11.3K 0.08% 171
2021
Q2
$972K Sell
2,562
-2,230
-47% -$846K 0.07% 176
2021
Q1
$1.55M Sell
4,792
-675
-12% -$218K 0.11% 159
2020
Q4
$1.44M Hold
5,467
0.11% 150
2020
Q3
$1.13M Buy
5,467
+5
+0.1% +$1.03K 0.08% 185
2020
Q2
$1.12M Buy
5,462
+3,000
+122% +$617K 0.09% 172
2020
Q1
$484K Sell
2,462
-493
-17% -$96.9K 0.04% 258
2019
Q4
$679K Hold
2,955
0.05% 215
2019
Q3
$612K Hold
2,955
0.05% 219
2019
Q2
$596K Sell
2,955
-1,013
-26% -$204K 0.05% 214
2019
Q1
$762K Sell
3,968
-40
-1% -$7.68K 0.06% 221
2018
Q4
$670K Sell
4,008
-129
-3% -$21.6K 0.05% 227
2018
Q3
$928K Sell
4,137
-11
-0.3% -$2.47K 0.07% 212
2018
Q2
$915K Buy
4,148
+1,617
+64% +$357K 0.07% 215
2018
Q1
$637K Sell
2,531
-75
-3% -$18.9K 0.05% 255
2017
Q4
$664K Buy
2,606
+1,130
+77% +$288K 0.05% 250
2017
Q3
$350K Sell
1,476
-1,066
-42% -$253K 0.04% 253
2017
Q2
$564K Buy
2,542
+39
+2% +$8.65K 0.06% 209
2017
Q1
$575K Buy
2,503
+1,082
+76% +$249K 0.06% 204
2016
Q4
$340K Sell
1,421
-1,226
-46% -$293K 0.05% 241
2016
Q3
$427K Buy
2,647
+397
+18% +$64K 0.05% 234
2016
Q2
$334K Buy
2,250
+527
+31% +$78.2K 0.04% 258
2016
Q1
$270K Buy
+1,723
New +$270K 0.04% 258