Wilbanks Smith & Thomas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.38M | Sell |
3,292
-83
| -2% | -$34.7K | 0.04% | 194 |
|
|
2023
Q4 | $1.3M | Buy |
3,375
+26
| +0.8% | +$10K | 0.04% | 190 |
|
|
2023
Q3 | $1.08M | Buy |
3,349
+83
| +3% | +$26.9K | 0.04% | 216 |
|
|
2023
Q2 | $1.05M | Sell |
3,266
-149
| -4% | -$48.1K | 0.03% | 215 |
|
|
2023
Q1 | $1.12M | Sell |
3,415
-438
| -11% | -$143K | 0.04% | 207 |
|
|
2022
Q4 | $1.32M | Sell |
3,853
-12
| -0.3% | -$4.12K | 0.05% | 193 |
|
|
2022
Q3 | $1.13M | Buy |
3,865
+76
| +2% | +$22.3K | 0.05% | 202 |
|
|
2022
Q2 | $1.13M | Sell |
3,789
-116
| -3% | -$34.5K | 0.05% | 207 |
|
|
2022
Q1 | $1.23M | Buy |
3,905
+590
| +18% | +$186K | 0.05% | 206 |
|
|
2021
Q4 | $1.27M | Buy |
3,315
+9
| +0.3% | +$3.44K | 0.04% | 210 |
|
|
2021
Q3 | $1.25M | Hold |
3,306
| – | – | 0.05% | 197 |
|
|
2021
Q2 | $1.26M | Sell |
3,306
-129
| -4% | -$49K | 0.05% | 203 |
|
|
2021
Q1 | $1.12M | Buy |
3,435
+770
| +29% | +$252K | 0.05% | 205 |
|
|
2020
Q4 | $703K | Buy |
2,665
+130
| +5% | +$34.3K | 0.03% | 226 |
|
|
2020
Q3 | $509K | Buy |
2,535
+39
| +2% | +$7.83K | 0.03% | 240 |
|
|
2020
Q2 | $493K | Sell |
2,496
-97
| -4% | -$19.2K | 0.03% | 237 |
|
|
2020
Q1 | $401K | Buy |
2,593
+1,472
| +131% | +$228K | 0.03% | 244 |
|
|
2019
Q4 | $258K | Sell |
1,121
-3
| -0.3% | -$690 | 0.02% | 354 |
|
|
2019
Q3 | $233K | Buy |
1,124
+3
| +0.3% | +$622 | 0.01% | 371 |
|
|
2019
Q2 | $229K | Hold |
1,121
| – | – | 0.01% | 374 |
|
|
2019
Q1 | $215K | Buy |
+1,121
| New | +$215K | 0.01% | 381 |
|
|
2018
Q4 | – | Sell |
-1,321
| Closed | -$296K | – | 734 |
|
|
2018
Q3 | $296K | Hold |
1,321
| – | – | 0.02% | 306 |
|
|
2018
Q2 | $291K | Buy |
1,321
+12
| +0.9% | +$2.64K | 0.02% | 266 |
|
|
2018
Q1 | $330K | Sell |
1,309
-84
| -6% | -$21.2K | 0.03% | 246 |
|
|
2017
Q4 | $355K | Buy |
+1,393
| New | +$355K | 0.03% | 245 |
|
|
2017
Q1 | – | Sell |
-839
| Closed | -$201K | – | 332 |
|
|
2016
Q4 | $201K | Buy |
+839
| New | +$201K | 0.02% | 290 |
|
|
2015
Q3 | – | Sell |
-997
| Closed | -$208K | – | 285 |
|
|
2015
Q2 | $208K | Buy |
+997
| New | +$208K | 0.02% | 281 |
|