Townsend Asset Management’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,197
Closed -$392K 206
2023
Q1
$392K Sell
1,197
-22
-2% -$7.2K 0.2% 89
2022
Q4
$419K Sell
1,219
-212
-15% -$72.8K 0.21% 90
2022
Q3
$419K Sell
1,431
-156
-10% -$45.7K 0.24% 83
2022
Q2
$471K Sell
1,587
-199
-11% -$59.1K 0.24% 83
2022
Q1
$589K Buy
1,786
+160
+10% +$52.8K 0.29% 73
2021
Q4
$622K Sell
1,626
-11
-0.7% -$4.21K 0.3% 71
2021
Q3
$619K Buy
1,637
+631
+63% +$239K 0.33% 68
2021
Q2
$382K Buy
+1,006
New +$382K 0.21% 92