Wambolt & Associates’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 | – | Sell |
-724
| Closed | -$355K | – | 191 |
|
|
2024
Q3 | $355K | Sell |
724
-94
| -11% | -$46.1K | 0.1% | 146 |
|
|
2024
Q2 | $379K | Buy |
818
+70
| +9% | +$32.5K | 0.11% | 147 |
|
|
2024
Q1 | $309K | Sell |
748
-327
| -30% | -$135K | 0.09% | 180 |
|
|
2023
Q4 | $415K | Sell |
1,075
-26
| -2% | -$10K | 0.14% | 177 |
|
|
2023
Q3 | $351K | Sell |
1,101
-34
| -3% | -$10.8K | 0.13% | 188 |
|
|
2023
Q2 | $366K | Sell |
1,135
-25
| -2% | -$8.06K | 0.13% | 183 |
|
|
2023
Q1 | $379K | Buy |
1,160
+22
| +2% | +$7.18K | 0.13% | 187 |
|
|
2022
Q4 | $391K | Sell |
1,138
-2
| -0.2% | -$687 | 0.15% | 172 |
|
|
2022
Q3 | $334K | Sell |
1,140
-27
| -2% | -$7.91K | 0.14% | 176 |
|
|
2022
Q2 | $347K | Buy |
1,167
+118
| +11% | +$35.1K | 0.14% | 176 |
|
|
2022
Q1 | $346K | Sell |
1,049
-297
| -22% | -$98K | 0.13% | 183 |
|
|
2021
Q4 | $515K | Sell |
1,346
-121
| -8% | -$46.3K | 0.19% | 148 |
|
|
2021
Q3 | $557K | Sell |
1,467
-76
| -5% | -$28.9K | 0.22% | 136 |
|
|
2021
Q2 | $579K | Buy |
1,543
+424
| +38% | +$159K | 0.25% | 130 |
|
|
2021
Q1 | $367K | Hold |
1,119
| – | – | 0.19% | 157 |
|
|
2020
Q4 | $295K | Sell |
1,119
-105
| -9% | -$27.7K | 0.18% | 167 |
|
|
2020
Q3 | $246K | Buy |
1,224
+149
| +14% | +$29.9K | 0.18% | 166 |
|
|
2020
Q2 | $212K | Buy |
+1,075
| New | +$212K | 0.17% | 168 |
|