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 |
|