Chase Investment Counsel’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.8M Sell
11,019
-17
-0.2% -$12K 2.49% 9
2025
Q1
$6.03M Sell
11,036
-375
-3% -$205K 2.21% 11
2024
Q4
$6.53M Sell
11,411
-179
-2% -$102K 2.1% 11
2024
Q3
$5.74M Buy
11,590
+301
+3% +$149K 1.91% 14
2024
Q2
$5.11M Buy
11,289
+9,467
+520% +$4.28M 1.81% 15
2024
Q1
$761K Buy
+1,822
New +$761K 0.28% 83