Creative Planning’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 | $79.2M | Buy |
111,895
+18,652
| +20% | +$13.2M | 0.07% | 117 |
|
|
2025
Q1 | $50.9M | Buy |
93,243
+8,516
| +10% | +$4.65M | 0.05% | 155 |
|
|
2024
Q4 | $48.5M | Buy |
84,727
+7,702
| +10% | +$4.41M | 0.05% | 151 |
|
|
2024
Q3 | $38.1M | Buy |
77,025
+2,579
| +3% | +$1.28M | 0.04% | 179 |
|
|
2024
Q2 | $33.7M | Buy |
74,446
+4,661
| +7% | +$2.11M | 0.04% | 190 |
|
|
2024
Q1 | $29.1M | Buy |
69,785
+5,039
| +8% | +$2.1M | 0.03% | 205 |
|
|
2023
Q4 | $25M | Sell |
64,746
-1,840
| -3% | -$710K | 0.05% | 209 |
|
|
2023
Q3 | $21.5M | Buy |
66,586
+2,174
| +3% | +$703K | 0.03% | 226 |
|
|
2023
Q2 | $20.8M | Buy |
64,412
+1,741
| +3% | +$562K | 0.03% | 216 |
|
|
2023
Q1 | $20.5M | Buy |
62,671
+934
| +2% | +$306K | 0.03% | 214 |
|
|
2022
Q4 | $21.2M | Buy |
61,737
+15,219
| +33% | +$5.23M | 0.03% | 207 |
|
|
2022
Q3 | $13.6M | Sell |
46,518
-12,210
| -21% | -$3.58M | 0.02% | 244 |
|
|
2022
Q2 | $17.4M | Buy |
58,728
+20,461
| +53% | +$6.08M | 0.03% | 216 |
|
|
2022
Q1 | $12.6M | Buy |
38,267
+4,676
| +14% | +$1.54M | 0.02% | 287 |
|
|
2021
Q4 | $12.9M | Buy |
33,591
+100
| +0.3% | +$38.3K | 0.02% | 242 |
|
|
2021
Q3 | $12.7M | Buy |
33,491
+3,994
| +14% | +$1.51M | 0.02% | 232 |
|
|
2021
Q2 | $11.2M | Sell |
29,497
-5,587
| -16% | -$2.12M | 0.02% | 251 |
|
|
2021
Q1 | $11.5M | Buy |
35,084
+3,284
| +10% | +$1.07M | 0.02% | 246 |
|
|
2020
Q4 | $8.39M | Buy |
31,800
+6,830
| +27% | +$1.8M | 0.02% | 282 |
|
|
2020
Q3 | $5.02M | Buy |
24,970
+3,625
| +17% | +$728K | 0.01% | 302 |
|
|
2020
Q2 | $4.22M | Buy |
21,345
+1,401
| +7% | +$277K | 0.01% | 309 |
|
|
2020
Q1 | $3.08M | Buy |
19,944
+2,119
| +12% | +$328K | 0.01% | 322 |
|
|
2019
Q4 | $4.1M | Sell |
17,825
-1,547
| -8% | -$356K | 0.01% | 333 |
|
|
2019
Q3 | $4.01M | Sell |
19,372
-207
| -1% | -$42.9K | 0.01% | 324 |
|
|
2019
Q2 | $4.01M | Sell |
19,579
-1,679
| -8% | -$344K | 0.01% | 332 |
|
|
2019
Q1 | $4.08M | Sell |
21,258
-311
| -1% | -$59.7K | 0.01% | 307 |
|
|
2018
Q4 | $3.6M | Sell |
21,569
-8,431
| -28% | -$1.41M | 0.01% | 304 |
|
|
2018
Q3 | $6.73M | Sell |
30,000
-373
| -1% | -$83.6K | 0.03% | 222 |
|
|
2018
Q2 | $6.7M | Buy |
30,373
+4,768
| +19% | +$1.05M | 0.03% | 208 |
|
|
2018
Q1 | $6.45M | Buy |
25,605
+1,030
| +4% | +$259K | 0.03% | 200 |
|
|
2017
Q4 | $6.26M | Sell |
24,575
-2,043
| -8% | -$520K | 0.03% | 197 |
|
|
2017
Q3 | $6.31M | Sell |
26,618
-15
| -0.1% | -$3.56K | 0.03% | 195 |
|
|
2017
Q2 | $5.91M | Sell |
26,633
-4,109
| -13% | -$912K | 0.03% | 197 |
|
|
2017
Q1 | $7.06M | Buy |
30,742
+9,763
| +47% | +$2.24M | 0.04% | 174 |
|
|
2016
Q4 | $5.02M | Sell |
20,979
-1,384
| -6% | -$331K | 0.03% | 204 |
|
|
2016
Q3 | $3.61M | Buy |
22,363
+1,169
| +6% | +$189K | 0.02% | 248 |
|
|
2016
Q2 | $3.15M | Buy |
21,194
+613
| +3% | +$91.1K | 0.02% | 244 |
|
|
2016
Q1 | $3.23M | Buy |
20,581
+1,646
| +9% | +$258K | 0.03% | 223 |
|
|
2015
Q4 | $3.41M | Buy |
18,935
+4,952
| +35% | +$893K | 0.03% | 223 |
|
|
2015
Q3 | $2.43M | Buy |
13,983
+1,511
| +12% | +$263K | 0.02% | 259 |
|
|
2015
Q2 | $2.6M | Buy |
12,472
+2,228
| +22% | +$465K | 0.02% | 244 |
|
|
2015
Q1 | $1.93M | Sell |
10,244
-2,427
| -19% | -$456K | 0.02% | 284 |
|
|
2014
Q4 | $2.46M | Buy |
12,671
+3,743
| +42% | +$726K | 0.03% | 231 |
|
|
2014
Q3 | $1.64M | Buy |
8,928
+1,510
| +20% | +$277K | 0.02% | 283 |
|
|
2014
Q2 | $1.24M | Buy |
7,418
+284
| +4% | +$47.6K | 0.02% | 329 |
|
|
2014
Q1 | $1.17M | Sell |
7,134
-310
| -4% | -$50.8K | 0.02% | 322 |
|
|
2013
Q4 | $1.32M | Buy |
7,444
+27
| +0.4% | +$4.79K | 0.02% | 252 |
|
|
2013
Q3 | $1.17M | Buy |
7,417
+1,100
| +17% | +$174K | 0.02% | 237 |
|
|
2013
Q2 | $956K | Buy |
+6,317
| New | +$956K | 0.02% | 241 |
|