Unigestion Holding’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,024
| Closed | -$331K | – | 203 |
|
2023
Q2 | $331K | Sell |
1,024
-227
| -18% | -$73.3K | 0.02% | 209 |
|
2023
Q1 | $402K | Sell |
1,251
-1,067
| -46% | -$343K | 0.02% | 217 |
|
2022
Q4 | $796K | Buy |
+2,318
| New | +$796K | 0.04% | 165 |
|
2022
Q2 | – | Sell |
-2,902
| Closed | -$958K | – | 191 |
|
2022
Q1 | $958K | Hold |
2,902
| – | – | 0.04% | 146 |
|
2021
Q4 | $1.11M | Sell |
2,902
-1,556
| -35% | -$595K | 0.05% | 142 |
|
2021
Q3 | $1.69M | Sell |
4,458
-1,231
| -22% | -$465K | 0.07% | 96 |
|
2021
Q2 | $2.12M | Hold |
5,689
| – | – | 0.08% | 99 |
|
2021
Q1 | $1.86M | Buy |
+5,689
| New | +$1.86M | 0.07% | 109 |
|