Wintrust Investments’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 | $215K | Sell |
375
-425
| -53% | -$244K | 0.19% | 88 |
|
|
2024
Q3 | $370K | Sell |
800
-6,813
| -89% | -$3.15M | 0.27% | 61 |
|
|
2024
Q2 | $3.17M | Sell |
7,613
-141
| -2% | -$58.8K | 0.26% | 68 |
|
|
2024
Q1 | $2.97M | Sell |
7,754
-1,923
| -20% | -$736K | 0.26% | 77 |
|
|
2023
Q4 | $3.4M | Sell |
9,677
-3,203
| -25% | -$1.12M | 0.33% | 63 |
|
|
2023
Q3 | $4.15M | Sell |
12,880
-4,557
| -26% | -$1.47M | 0.43% | 44 |
|
|
2023
Q2 | $5.67M | Sell |
17,437
-986
| -5% | -$321K | 0.57% | 36 |
|
|
2023
Q1 | $6.08M | Sell |
18,423
-103
| -0.6% | -$34K | 0.78% | 29 |
|
|
2022
Q4 | $6.22M | Buy |
18,526
+469
| +3% | +$157K | 0.81% | 27 |
|
|
2022
Q3 | $5.82M | Sell |
18,057
-1,345
| -7% | -$433K | 0.73% | 27 |
|
|
2022
Q2 | $6.34M | Sell |
19,402
-2,171
| -10% | -$710K | 0.76% | 29 |
|
|
2022
Q1 | $7.45M | Buy |
21,573
+12,130
| +128% | +$4.19M | 0.72% | 26 |
|
|
2021
Q4 | $3.56M | Buy |
9,443
+8,543
| +949% | +$3.22M | 0.34% | 47 |
|
|
2021
Q3 | $300K | Sell |
900
-100
| -10% | -$33.3K | 0.04% | 217 |
|
|
2021
Q2 | $335K | Sell |
1,000
-2,999
| -75% | -$1M | 0.03% | 320 |
|
|
2021
Q1 | $1.3M | Buy |
3,999
+2,699
| +208% | +$879K | 0.13% | 143 |
|
|
2020
Q4 | $286K | Sell |
1,300
-4,321
| -77% | -$951K | 0.08% | 138 |
|
|
2020
Q3 | $1.25M | Buy |
5,621
+2,093
| +59% | +$464K | 0.17% | 111 |
|
|
2020
Q2 | $746K | Buy |
3,528
+2,009
| +132% | +$425K | 0.1% | 149 |
|
|
2020
Q1 | $235K | Buy |
1,519
+465
| +44% | +$71.9K | 0.04% | 277 |
|
|
2019
Q4 | $242K | Buy |
+1,054
| New | +$242K | 0.03% | 313 |
|
|
2017
Q3 | – | Sell |
-1,287
| Closed | -$286K | – | 286 |
|
|
2017
Q2 | $286K | Sell |
1,287
-117
| -8% | -$26K | 0.08% | 236 |
|
|
2017
Q1 | $323K | Buy |
1,404
+300
| +27% | +$69K | 0.09% | 217 |
|
|
2016
Q4 | $264K | Buy |
+1,104
| New | +$264K | 0.11% | 167 |
|