Windsor Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,381
| Closed | -$1.41M | – | 188 |
|
|
2022
Q1 | $1.41M | Sell |
4,381
-188
| -4% | -$60.4K | 0.26% | 75 |
|
|
2021
Q4 | $1.86M | Sell |
4,569
-20
| -0.4% | -$8.15K | 0.34% | 60 |
|
|
2021
Q3 | $1.74M | Buy |
4,589
+228
| +5% | +$86.6K | 0.36% | 55 |
|
|
2021
Q2 | $1.66M | Buy |
4,361
+654
| +18% | +$248K | 0.36% | 57 |
|
|
2021
Q1 | $1.21M | Sell |
3,707
-133
| -3% | -$43.5K | 0.29% | 74 |
|
|
2020
Q4 | $1.01M | Buy |
3,840
+313
| +9% | +$82.6K | 0.26% | 81 |
|
|
2020
Q3 | $709K | Sell |
3,527
-645
| -15% | -$130K | 0.21% | 99 |
|
|
2020
Q2 | $824K | Buy |
4,172
+375
| +10% | +$74.1K | 0.26% | 85 |
|
|
2020
Q1 | $587K | Buy |
3,797
+153
| +4% | +$23.7K | 0.24% | 98 |
|
|
2019
Q4 | $838K | Buy |
3,644
+1,004
| +38% | +$231K | 0.31% | 79 |
|
|
2019
Q3 | $523K | Sell |
2,640
-161
| -6% | -$31.9K | 0.23% | 107 |
|
|
2019
Q2 | $579K | Buy |
2,801
+332
| +13% | +$68.6K | 0.25% | 100 |
|
|
2019
Q1 | $474K | Buy |
2,469
+1,200
| +95% | +$230K | 0.27% | 94 |
|
|
2018
Q4 | $212K | Hold |
1,269
| – | – | 0.15% | 125 |
|
|
2018
Q3 | $285K | Buy |
1,269
+125
| +11% | +$28.1K | 0.19% | 109 |
|
|
2018
Q2 | $252K | Sell |
1,144
-576
| -33% | -$127K | 0.2% | 110 |
|
|
2018
Q1 | $433K | Buy |
1,720
+304
| +21% | +$76.5K | 0.37% | 78 |
|
|
2017
Q4 | $361K | Buy |
+1,416
| New | +$361K | 0.31% | 84 |
|