Chicago 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 | $716K | Buy |
1,011
+20
| +2% | +$14.2K | 0.1% | 181 |
|
|
2025
Q1 | $541K | Buy |
991
+38
| +4% | +$20.8K | 0.1% | 186 |
|
|
2024
Q4 | $546K | Buy |
953
+33
| +4% | +$18.9K | 0.1% | 187 |
|
|
2024
Q3 | $456K | Buy |
920
+379
| +70% | +$188K | 0.08% | 222 |
|
|
2024
Q2 | $245K | Buy |
541
+37
| +7% | +$16.7K | 0.05% | 273 |
|
|
2024
Q1 | $211K | Buy |
+504
| New | +$211K | 0.04% | 279 |
|
|
2021
Q4 | – | Sell |
-746
| Closed | -$282K | – | 344 |
|
|
2021
Q3 | $282K | Hold |
746
| – | – | 0.06% | 267 |
|
|
2021
Q2 | $283K | Buy |
+746
| New | +$283K | 0.07% | 255 |
|
|
2015
Q3 | – | Sell |
-1,025
| Closed | -$214K | – | 172 |
|
|
2015
Q2 | $214K | Buy |
+1,025
| New | +$214K | 0.08% | 167 |
|