Veritable’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 |
-11,774
| Closed | -$3.8M | – | 335 |
|
|
2023
Q2 | $3.8M | Sell |
11,774
-128
| -1% | -$41.3K | 0.06% | 149 |
|
|
2023
Q1 | $3.89M | Buy |
11,902
+66
| +0.6% | +$21.6K | 0.06% | 148 |
|
|
2022
Q4 | $4.06M | Buy |
11,836
+313
| +3% | +$107K | 0.07% | 143 |
|
|
2022
Q3 | $3.38M | Buy |
11,523
+218
| +2% | +$63.9K | 0.07% | 152 |
|
|
2022
Q2 | $3.36M | Sell |
11,305
-163
| -1% | -$48.4K | 0.06% | 164 |
|
|
2022
Q1 | $3.79M | Sell |
11,468
-510
| -4% | -$168K | 0.06% | 168 |
|
|
2021
Q4 | $4.58M | Buy |
11,978
+464
| +4% | +$177K | 0.07% | 144 |
|
|
2021
Q3 | $4.35M | Sell |
11,514
-429
| -4% | -$162K | 0.07% | 141 |
|
|
2021
Q2 | $4.53M | Sell |
11,943
-196
| -2% | -$74.4K | 0.07% | 137 |
|
|
2021
Q1 | $3.97M | Sell |
12,139
-63
| -0.5% | -$20.6K | 0.07% | 143 |
|
|
2020
Q4 | $3.22M | Sell |
12,202
-685
| -5% | -$181K | 0.06% | 152 |
|
|
2020
Q3 | $2.59M | Sell |
12,887
-1,214
| -9% | -$244K | 0.05% | 169 |
|
|
2020
Q2 | $2.79M | Buy |
14,101
+1,209
| +9% | +$239K | 0.06% | 146 |
|
|
2020
Q1 | $1.99M | Buy |
12,892
+2,012
| +18% | +$311K | 0.05% | 188 |
|
|
2019
Q4 | $2.5M | Buy |
10,880
+274
| +3% | +$63K | 0.05% | 196 |
|
|
2019
Q3 | $2.2M | Buy |
10,606
+204
| +2% | +$42.3K | 0.04% | 203 |
|
|
2019
Q2 | $2.13M | Sell |
10,402
-553
| -5% | -$113K | 0.04% | 202 |
|
|
2019
Q1 | $2.1M | Buy |
10,955
+60
| +0.6% | +$11.5K | 0.04% | 202 |
|
|
2018
Q4 | $1.82M | Sell |
10,895
-831
| -7% | -$139K | 0.04% | 212 |
|
|
2018
Q3 | $2.63M | Buy |
11,726
+224
| +2% | +$50.2K | 0.05% | 174 |
|
|
2018
Q2 | $2.54M | Sell |
11,502
-35
| -0.3% | -$7.72K | 0.05% | 174 |
|
|
2018
Q1 | $2.91M | Buy |
11,537
+186
| +2% | +$46.9K | 0.06% | 161 |
|
|
2017
Q4 | $2.89M | Sell |
11,351
-1,609
| -12% | -$410K | 0.06% | 161 |
|
|
2017
Q3 | $3.07M | Buy |
12,960
+165
| +1% | +$39.1K | 0.06% | 160 |
|
|
2017
Q2 | $2.84M | Buy |
12,795
+32
| +0.3% | +$7.1K | 0.06% | 174 |
|
|
2017
Q1 | $2.93M | Sell |
12,763
-272
| -2% | -$62.5K | 0.07% | 164 |
|
|
2016
Q4 | $3.12M | Buy |
13,035
+397
| +3% | +$95.1K | 0.08% | 155 |
|
|
2016
Q3 | $2.04M | Buy |
12,638
+395
| +3% | +$63.7K | 0.05% | 202 |
|
|
2016
Q2 | $1.82M | Sell |
12,243
-96
| -0.8% | -$14.3K | 0.05% | 211 |
|
|
2016
Q1 | $1.94M | Buy |
12,339
+42
| +0.3% | +$6.59K | 0.05% | 194 |
|
|
2015
Q4 | $2.22M | Sell |
12,297
-614
| -5% | -$111K | 0.06% | 179 |
|
|
2015
Q3 | $2.24M | Buy |
12,911
+1,175
| +10% | +$204K | 0.07% | 168 |
|
|
2015
Q2 | $2.45M | Sell |
11,736
-4,330
| -27% | -$904K | 0.07% | 167 |
|
|
2015
Q1 | $3.02M | Buy |
16,066
+61
| +0.4% | +$11.5K | 0.06% | 201 |
|
|
2014
Q4 | $3.1M | Buy |
16,005
+80
| +0.5% | +$15.5K | 0.06% | 195 |
|
|
2014
Q3 | $2.92M | Sell |
15,925
-364
| -2% | -$66.8K | 0.06% | 202 |
|
|
2014
Q2 | $2.73M | Sell |
16,289
-2,068
| -11% | -$346K | 0.06% | 213 |
|
|
2014
Q1 | $3.01M | Sell |
18,357
-296
| -2% | -$48.5K | 0.07% | 195 |
|
|
2013
Q4 | $3.31M | Buy |
18,653
+165
| +0.9% | +$29.2K | 0.07% | 176 |
|
|
2013
Q3 | $2.93M | Sell |
18,488
-16,766
| -48% | -$2.65M | 0.07% | 187 |
|
|
2013
Q2 | $5.33M | Buy |
+35,254
| New | +$5.33M | 0.13% | 123 |
|