Winch Advisory Services’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 | – | Sell |
-8
| Closed | -$3.26K | – | 450 |
|
|
2023
Q4 | $3.26K | Sell |
8
-19
| -70% | -$7.73K | ﹤0.01% | 332 |
|
|
2023
Q3 | $9K | Sell |
27
-9
| -25% | -$3K | ﹤0.01% | 262 |
|
|
2023
Q2 | $12K | Hold |
36
| – | – | ﹤0.01% | 237 |
|
|
2023
Q1 | $12K | Buy |
36
+1
| +3% | +$333 | ﹤0.01% | 228 |
|
|
2022
Q4 | $12K | Hold |
35
| – | – | 0.01% | 223 |
|
|
2022
Q3 | $10K | Sell |
35
-3
| -8% | -$857 | ﹤0.01% | 218 |
|
|
2022
Q2 | $11K | Hold |
38
| – | – | ﹤0.01% | 222 |
|
|
2022
Q1 | $13K | Sell |
38
-883
| -96% | -$302K | ﹤0.01% | 231 |
|
|
2021
Q4 | $41K | Buy |
921
+880
| +2,146% | +$39.2K | 0.01% | 141 |
|
|
2021
Q3 | $16K | Hold |
41
| – | – | 0.01% | 232 |
|
|
2021
Q2 | $16K | Hold |
41
| – | – | 0.01% | 230 |
|
|
2021
Q1 | $13K | Hold |
41
| – | – | 0.01% | 228 |
|
|
2020
Q4 | $11K | Buy |
41
+6
| +17% | +$1.61K | ﹤0.01% | 219 |
|
|
2020
Q3 | $7K | Sell |
35
-10
| -22% | -$2K | ﹤0.01% | 242 |
|
|
2020
Q2 | $9K | Buy |
+45
| New | +$9K | ﹤0.01% | 207 |
|
|
2020
Q1 | – | Sell |
-24
| Closed | -$6K | – | 358 |
|
|
2019
Q4 | $6K | Buy |
+24
| New | +$6K | ﹤0.01% | 243 |
|
|
2019
Q2 | – | Sell |
-14
| Closed | -$3K | – | 449 |
|
|
2019
Q1 | $3K | Hold |
14
| – | – | ﹤0.01% | 285 |
|
|
2018
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 292 |
|
|
2018
Q3 | $3K | Sell |
14
-41
| -75% | -$8.79K | ﹤0.01% | 256 |
|
|
2018
Q2 | $12K | Sell |
55
-3,018
| -98% | -$658K | 0.01% | 181 |
|
|
2018
Q1 | $774K | Buy |
3,073
+666
| +28% | +$168K | 0.45% | 48 |
|
|
2017
Q4 | $613K | Buy |
2,407
+225
| +10% | +$57.3K | 0.37% | 46 |
|
|
2017
Q3 | $519K | Sell |
2,182
-643
| -23% | -$153K | 0.34% | 47 |
|
|
2017
Q2 | $627K | Sell |
2,825
-924
| -25% | -$205K | 0.39% | 49 |
|
|
2017
Q1 | $861K | Buy |
3,749
+2,385
| +175% | +$548K | 0.55% | 48 |
|
|
2016
Q4 | $327K | Buy |
1,364
+1,313
| +2,575% | +$315K | 0.23% | 56 |
|
|
2016
Q3 | $8K | Hold |
51
| – | – | 0.01% | 170 |
|
|
2016
Q2 | $8K | Buy |
51
+1
| +2% | +$157 | 0.01% | 159 |
|
|
2016
Q1 | $8K | Hold |
50
| – | – | 0.01% | 132 |
|
|
2015
Q4 | $9K | Buy |
+50
| New | +$9K | 0.01% | 137 |
|