Cerity Partners’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124M | Sell |
175,609
-1,905
| -1% | -$1.35M | 0.22% | 94 |
|
|
2025
Q1 | $97M | Buy |
177,514
+97,213
| +121% | +$53.1M | 0.2% | 108 |
|
|
2024
Q4 | $44.6M | Buy |
80,301
+897
| +1% | +$499K | 0.1% | 181 |
|
|
2024
Q3 | $39.3M | Buy |
79,404
+8,691
| +12% | +$4.3M | 0.09% | 205 |
|
|
2024
Q2 | $32M | Sell |
70,713
-4,417
| -6% | -$2M | 0.08% | 204 |
|
|
2024
Q1 | $31.4M | Buy |
+75,130
| New | +$31.4M | 0.08% | 220 |
|
|
2023
Q4 | – | Sell |
-24,664
| Closed | -$7.98M | – | 1864 |
|
|
2023
Q3 | $7.98M | Sell |
24,664
-51,766
| -68% | -$16.8M | 0.04% | 333 |
|
|
2023
Q2 | $24.7M | Buy |
76,430
+7,357
| +11% | +$2.37M | 0.1% | 199 |
|
|
2023
Q1 | $66.5M | Buy |
69,073
+7,374
| +12% | +$7.1M | 0.16% | 101 |
|
|
2022
Q4 | $22.1M | Buy |
61,699
+9,316
| +18% | +$3.34M | 0.14% | 150 |
|
|
2022
Q3 | $15.4M | Sell |
52,383
-485
| -0.9% | -$142K | 0.18% | 114 |
|
|
2022
Q2 | $15.7M | Buy |
52,868
+3,052
| +6% | +$906K | 0.17% | 119 |
|
|
2022
Q1 | $16.4M | Buy |
49,816
+3,509
| +8% | +$1.16M | 0.26% | 77 |
|
|
2021
Q4 | $17.7M | Buy |
46,307
+4,486
| +11% | +$1.72M | 0.27% | 73 |
|
|
2021
Q3 | $15.8M | Buy |
41,821
+4,368
| +12% | +$1.65M | 0.35% | 60 |
|
|
2021
Q2 | $14.2M | Buy |
37,453
+2,596
| +7% | +$985K | 0.31% | 66 |
|
|
2021
Q1 | $11.4M | Buy |
34,857
+141
| +0.4% | +$46.1K | 0.27% | 77 |
|
|
2020
Q4 | $9.16M | Sell |
34,716
-500
| -1% | -$132K | 0.29% | 71 |
|
|
2020
Q3 | $7.08M | Buy |
35,216
+1,721
| +5% | +$346K | 0.29% | 70 |
|
|
2020
Q2 | $6.62M | Buy |
33,495
+10,640
| +47% | +$2.1M | 0.37% | 54 |
|
|
2020
Q1 | $3.53M | Sell |
22,855
-2,154
| -9% | -$333K | 0.22% | 87 |
|
|
2019
Q4 | $5.75M | Sell |
25,009
-4,082
| -14% | -$939K | 0.29% | 71 |
|
|
2019
Q3 | $6.03M | Sell |
29,091
-5,677
| -16% | -$1.18M | 0.35% | 67 |
|
|
2019
Q2 | $7.11M | Buy |
34,768
+24,449
| +237% | +$5M | 0.45% | 55 |
|
|
2019
Q1 | $1.98M | Sell |
10,319
-456
| -4% | -$87.5K | 0.13% | 168 |
|
|
2018
Q4 | $1.8M | Sell |
10,775
-19,710
| -65% | -$3.29M | 0.12% | 166 |
|
|
2018
Q3 | $6.84M | Sell |
30,485
-23
| -0.1% | -$5.16K | 0.47% | 43 |
|
|
2018
Q2 | $6.73M | Buy |
30,508
+8,998
| +42% | +$1.98M | 0.5% | 42 |
|
|
2018
Q1 | $5.42M | Buy |
21,510
+10,764
| +100% | +$2.71M | 0.41% | 53 |
|
|
2017
Q4 | $2.74M | Buy |
10,746
+365
| +4% | +$93K | 0.18% | 123 |
|
|
2017
Q3 | $2.46M | Buy |
10,381
+332
| +3% | +$78.7K | 0.17% | 132 |
|
|
2017
Q2 | $2.23M | Buy |
10,049
+930
| +10% | +$206K | 0.19% | 104 |
|
|
2017
Q1 | $2.1M | Buy |
+9,119
| New | +$2.1M | 0.17% | 118 |
|