TrinityPoint Wealth’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 | $3.19M | Buy |
5,569
+391
| +8% | +$224K | 0.45% | 59 |
|
|
2024
Q3 | $2.56M | Buy |
5,178
+34
| +0.7% | +$16.8K | 0.37% | 71 |
|
|
2024
Q2 | $2.33M | Buy |
5,144
+3,843
| +295% | +$1.74M | 0.36% | 69 |
|
|
2024
Q1 | $543K | Buy |
1,301
+24
| +2% | +$10K | 0.09% | 193 |
|
|
2023
Q4 | $493K | Sell |
1,277
-87
| -6% | -$33.6K | 0.09% | 192 |
|
|
2023
Q3 | $441K | Buy |
1,364
+4
| +0.3% | +$1.29K | 0.09% | 191 |
|
|
2023
Q2 | $439K | Sell |
1,360
-2,674
| -66% | -$863K | 0.09% | 187 |
|
|
2023
Q1 | $1.32M | Buy |
4,034
+5
| +0.1% | +$1.64K | 0.28% | 94 |
|
|
2022
Q4 | $1.38M | Sell |
4,029
-196
| -5% | -$67.3K | 0.32% | 84 |
|
|
2022
Q3 | $1.24M | Buy |
4,225
+358
| +9% | +$105K | 0.28% | 94 |
|
|
2022
Q2 | $1.15M | Sell |
3,867
-175
| -4% | -$52K | 0.25% | 93 |
|
|
2022
Q1 | $1.33M | Buy |
4,042
+790
| +24% | +$261K | 0.24% | 89 |
|
|
2021
Q4 | $1.24M | Buy |
3,252
+73
| +2% | +$27.9K | 0.22% | 101 |
|
|
2021
Q3 | $1.2M | Buy |
3,179
+1,778
| +127% | +$672K | 0.23% | 94 |
|
|
2021
Q2 | $532K | Sell |
1,401
-98
| -7% | -$37.2K | 0.11% | 160 |
|
|
2021
Q1 | $490K | Buy |
1,499
+14
| +0.9% | +$4.58K | 0.11% | 162 |
|
|
2020
Q4 | $419K | Sell |
1,485
-2,033
| -58% | -$574K | 0.1% | 164 |
|
|
2020
Q3 | $707K | Buy |
3,518
+13
| +0.4% | +$2.61K | 0.2% | 115 |
|
|
2020
Q2 | $693K | Buy |
3,505
+13
| +0.4% | +$2.57K | 0.22% | 103 |
|
|
2020
Q1 | $540K | Sell |
3,492
-481
| -12% | -$74.4K | 0.21% | 113 |
|
|
2019
Q4 | $914K | Sell |
3,973
-149
| -4% | -$34.3K | 0.31% | 81 |
|
|
2019
Q3 | $906K | Sell |
4,122
-526
| -11% | -$116K | 0.32% | 85 |
|
|
2019
Q2 | $1.03M | Sell |
4,648
-109
| -2% | -$24.2K | 0.49% | 52 |
|
|
2019
Q1 | $913K | Sell |
4,757
-2,927
| -38% | -$562K | 0.45% | 63 |
|
|
2018
Q4 | $1.28M | Buy |
+7,684
| New | +$1.28M | 0.79% | 34 |
|