Zimmermann Investment Management & Planning’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,059
| Closed | -$346K | – | 115 |
|
|
2023
Q1 | $346K | Sell |
1,059
-1,779
| -63% | -$582K | 0.18% | 84 |
|
|
2022
Q4 | $975K | Buy |
2,838
+42
| +2% | +$14.4K | 0.56% | 35 |
|
|
2022
Q3 | $819K | Buy |
2,796
+777
| +38% | +$228K | 0.51% | 39 |
|
|
2022
Q2 | $600K | Buy |
2,019
+62
| +3% | +$18.4K | 0.41% | 53 |
|
|
2022
Q1 | $646K | Buy |
1,957
+36
| +2% | +$11.9K | 0.38% | 53 |
|
|
2021
Q4 | $735K | Buy |
+1,921
| New | +$735K | 0.41% | 46 |
|