Chevy Chase Trust’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 | $343M | Sell |
485,081
-4,485
| -0.9% | -$3.17M | 1% | 14 |
|
|
2025
Q1 | $267M | Sell |
489,566
-11,504
| -2% | -$6.28M | 0.86% | 17 |
|
|
2024
Q4 | $287M | Sell |
501,070
-6,477
| -1% | -$3.71M | 0.87% | 16 |
|
|
2024
Q3 | $251M | Sell |
507,547
-7,482
| -1% | -$3.7M | 0.77% | 17 |
|
|
2024
Q2 | $233M | Sell |
515,029
-10,524
| -2% | -$4.76M | 0.74% | 18 |
|
|
2024
Q1 | $220M | Sell |
525,553
-9,832
| -2% | -$4.11M | 0.72% | 22 |
|
|
2023
Q4 | $207M | Sell |
535,385
-27,459
| -5% | -$10.6M | 0.74% | 20 |
|
|
2023
Q3 | $182M | Sell |
562,844
-14,397
| -2% | -$4.66M | 0.72% | 23 |
|
|
2023
Q2 | $186M | Sell |
577,241
-49,414
| -8% | -$15.9M | 0.7% | 23 |
|
|
2023
Q1 | $205M | Sell |
626,655
-7,076
| -1% | -$2.31M | 0.81% | 19 |
|
|
2022
Q4 | $218M | Sell |
633,731
-45,897
| -7% | -$15.8M | 0.93% | 15 |
|
|
2022
Q3 | $199M | Buy |
679,628
+32,274
| +5% | +$9.46M | 0.85% | 17 |
|
|
2022
Q2 | $192M | Sell |
647,354
-847
| -0.1% | -$252K | 0.8% | 20 |
|
|
2022
Q1 | $214M | Sell |
648,201
-44,875
| -6% | -$14.8M | 0.74% | 20 |
|
|
2021
Q4 | $265M | Buy |
693,076
+4,954
| +0.7% | +$1.9M | 0.85% | 19 |
|
|
2021
Q3 | $260M | Sell |
688,122
-15,919
| -2% | -$6.02M | 0.91% | 15 |
|
|
2021
Q2 | $267M | Buy |
704,041
+10,934
| +2% | +$4.15M | 0.91% | 15 |
|
|
2021
Q1 | $227M | Buy |
693,107
+49,258
| +8% | +$16.1M | 0.81% | 20 |
|
|
2020
Q4 | $170M | Buy |
643,849
+1,877
| +0.3% | +$495K | 0.61% | 29 |
|
|
2020
Q3 | $129M | Buy |
641,972
+58,168
| +10% | +$11.7M | 0.51% | 40 |
|
|
2020
Q2 | $115M | Buy |
583,804
+18,645
| +3% | +$3.68M | 0.47% | 47 |
|
|
2020
Q1 | $87.4M | Buy |
565,159
+119
| +0% | +$18.4K | 0.41% | 61 |
|
|
2019
Q4 | $130M | Buy |
565,040
+19,919
| +4% | +$4.58M | 0.49% | 40 |
|
|
2019
Q3 | $113M | Buy |
545,121
+51,228
| +10% | +$10.6M | 0.46% | 46 |
|
|
2019
Q2 | $101M | Sell |
493,893
-1,044
| -0.2% | -$214K | 0.42% | 58 |
|
|
2019
Q1 | $102M | Sell |
494,937
-28,910
| -6% | -$5.95M | 0.42% | 58 |
|
|
2018
Q4 | $87.5M | Sell |
523,847
-45,291
| -8% | -$7.57M | 0.43% | 53 |
|
|
2018
Q3 | $128M | Sell |
569,138
-4,794
| -0.8% | -$1.08M | 0.53% | 40 |
|
|
2018
Q2 | $127M | Buy |
573,932
+12,712
| +2% | +$2.8M | 0.55% | 39 |
|
|
2018
Q1 | $141M | Buy |
561,220
+12,341
| +2% | +$3.11M | 0.63% | 33 |
|
|
2017
Q4 | $140M | Buy |
548,879
+140
| +0% | +$35.7K | 0.6% | 37 |
|
|
2017
Q3 | $130M | Buy |
548,739
+6,437
| +1% | +$1.53M | 0.59% | 37 |
|
|
2017
Q2 | $120M | Buy |
542,302
+11,815
| +2% | +$2.62M | 0.58% | 38 |
|
|
2017
Q1 | $122M | Sell |
530,487
-5,414
| -1% | -$1.24M | 0.6% | 33 |
|
|
2016
Q4 | $128M | Buy |
535,901
+14,764
| +3% | +$3.54M | 0.68% | 30 |
|
|
2016
Q3 | $84M | Buy |
521,137
+34,259
| +7% | +$5.52M | 0.46% | 50 |
|
|
2016
Q2 | $72.3M | Buy |
486,878
+14,044
| +3% | +$2.09M | 0.4% | 56 |
|
|
2016
Q1 | $74.2M | Buy |
472,834
+34,570
| +8% | +$5.43M | 0.42% | 55 |
|
|
2015
Q4 | $79M | Sell |
438,264
-11,160
| -2% | -$2.01M | 0.46% | 54 |
|
|
2015
Q3 | $78.1M | Buy |
449,424
+60,776
| +16% | +$10.6M | 0.49% | 47 |
|
|
2015
Q2 | $81.1M | Buy |
388,648
+12,302
| +3% | +$2.57M | 0.49% | 46 |
|
|
2015
Q1 | $70.7M | Buy |
376,346
+24,061
| +7% | +$4.52M | 0.43% | 55 |
|
|
2014
Q4 | $68.3M | Buy |
352,285
+23,701
| +7% | +$4.59M | 0.43% | 50 |
|
|
2014
Q3 | $60.3M | Buy |
328,584
+29,640
| +10% | +$5.44M | 0.39% | 55 |
|
|
2014
Q2 | $50.1M | Sell |
298,944
-9,930
| -3% | -$1.66M | 0.35% | 65 |
|
|
2014
Q1 | $50.6M | Sell |
308,874
-17,436
| -5% | -$2.86M | 0.36% | 63 |
|
|
2013
Q4 | $57.8M | Buy |
326,310
+5,680
| +2% | +$1.01M | 0.42% | 54 |
|
|
2013
Q3 | $50.7M | Sell |
320,630
-1,570
| -0.5% | -$248K | 0.41% | 53 |
|
|
2013
Q2 | $48.7M | Buy |
+322,200
| New | +$48.7M | 0.43% | 51 |
|