Donaldson Capital Management’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 | $1.46M | Sell |
2,061
-1,854
| -47% | -$1.31M | 0.05% | 121 |
|
|
2025
Q1 | $2.14M | Hold |
3,915
| – | – | 0.08% | 103 |
|
|
2024
Q4 | $2.24M | Buy |
3,915
+5
| +0.1% | +$2.86K | 0.09% | 100 |
|
|
2024
Q3 | $1.94M | Sell |
3,910
-94
| -2% | -$46.5K | 0.07% | 106 |
|
|
2024
Q2 | $1.81M | Hold |
4,004
| – | – | 0.08% | 102 |
|
|
2024
Q1 | $1.67M | Sell |
4,004
-75
| -2% | -$31.3K | 0.07% | 107 |
|
|
2023
Q4 | $1.57M | Sell |
4,079
-154
| -4% | -$59.4K | 0.07% | 104 |
|
|
2023
Q3 | $1.37M | Sell |
4,233
-22
| -0.5% | -$7.12K | 0.06% | 100 |
|
|
2023
Q2 | $1.37M | Sell |
4,255
-445
| -9% | -$144K | 0.06% | 96 |
|
|
2023
Q1 | $1.54M | Buy |
4,700
+2
| +0% | +$654 | 0.07% | 96 |
|
|
2022
Q4 | $1.61M | Buy |
4,698
+2
| +0% | +$687 | 0.08% | 90 |
|
|
2022
Q3 | $1.38M | Buy |
4,696
+2
| +0% | +$586 | 0.08% | 94 |
|
|
2022
Q2 | $1.39M | Buy |
4,694
+2
| +0% | +$594 | 0.07% | 95 |
|
|
2022
Q1 | $1.55M | Sell |
4,692
-199
| -4% | -$65.7K | 0.07% | 100 |
|
|
2021
Q4 | $1.87M | Sell |
4,891
-93
| -2% | -$35.6K | 0.08% | 91 |
|
|
2021
Q3 | $1.88M | Buy |
4,984
+440
| +10% | +$166K | 0.1% | 86 |
|
|
2021
Q2 | $1.73M | Hold |
4,544
| – | – | 0.09% | 88 |
|
|
2021
Q1 | $1.49M | Hold |
4,544
| – | – | 0.08% | 93 |
|
|
2020
Q4 | $1.2M | Hold |
4,544
| – | – | 0.07% | 93 |
|
|
2020
Q3 | $913K | Sell |
4,544
-8,031
| -64% | -$1.61M | 0.06% | 98 |
|
|
2020
Q2 | $2.49M | Buy |
12,575
+438
| +4% | +$86.6K | 0.18% | 67 |
|
|
2020
Q1 | $1.88M | Sell |
12,137
-3,973
| -25% | -$614K | 0.16% | 65 |
|
|
2019
Q4 | $3.7M | Buy |
16,110
+1,061
| +7% | +$244K | 0.25% | 59 |
|
|
2019
Q3 | $3.12M | Buy |
15,049
+11,499
| +324% | +$2.38M | 0.23% | 59 |
|
|
2019
Q2 | $726K | Hold |
3,550
| – | – | 0.06% | 90 |
|
|
2019
Q1 | $682K | Sell |
3,550
-79
| -2% | -$15.2K | 0.06% | 92 |
|
|
2018
Q4 | $606K | Sell |
3,629
-519
| -13% | -$86.7K | 0.06% | 97 |
|
|
2018
Q3 | $930K | Sell |
4,148
-61
| -1% | -$13.7K | 0.08% | 86 |
|
|
2018
Q2 | $928K | Sell |
4,209
-334
| -7% | -$73.6K | 0.09% | 82 |
|
|
2018
Q1 | $1.14M | Buy |
4,543
+20
| +0.4% | +$5.04K | 0.11% | 77 |
|
|
2017
Q4 | $1.15M | Buy |
4,523
+94
| +2% | +$23.9K | 0.11% | 80 |
|
|
2017
Q3 | $1.05M | Buy |
4,429
+12
| +0.3% | +$2.85K | 0.11% | 78 |
|
|
2017
Q2 | $980K | Buy |
4,417
+69
| +2% | +$15.3K | 0.11% | 77 |
|
|
2017
Q1 | $999K | Sell |
4,348
-106
| -2% | -$24.4K | 0.12% | 73 |
|
|
2016
Q4 | $1.07M | Buy |
4,454
+377
| +9% | +$90.2K | 0.13% | 75 |
|
|
2016
Q3 | $658K | Hold |
4,077
| – | – | 0.09% | 83 |
|
|
2016
Q2 | $606K | Sell |
4,077
-375
| -8% | -$55.7K | 0.08% | 83 |
|
|
2016
Q1 | $699K | Sell |
4,452
-818
| -16% | -$128K | 0.1% | 76 |
|
|
2015
Q4 | $950K | Buy |
5,270
+501
| +11% | +$90.3K | 0.14% | 64 |
|
|
2015
Q3 | $829K | Sell |
4,769
-550
| -10% | -$95.6K | 0.12% | 70 |
|
|
2015
Q2 | $1.11M | Hold |
5,319
| – | – | 0.16% | 63 |
|
|
2015
Q1 | $1M | Buy |
5,319
+306
| +6% | +$57.5K | 0.14% | 63 |
|
|
2014
Q4 | $972K | Sell |
5,013
-49
| -1% | -$9.5K | 0.15% | 66 |
|
|
2014
Q3 | $929K | Sell |
5,062
-938
| -16% | -$172K | 0.15% | 64 |
|
|
2014
Q2 | $1.01M | Sell |
6,000
-8,462
| -59% | -$1.42M | 0.16% | 60 |
|
|
2014
Q1 | $2.37M | Buy |
14,462
+62
| +0.4% | +$10.2K | 0.43% | 42 |
|
|
2013
Q4 | $2.55M | Buy |
14,400
+375
| +3% | +$66.5K | 0.49% | 40 |
|
|
2013
Q3 | $2.22M | Buy |
14,025
+475
| +4% | +$75.2K | 0.47% | 42 |
|
|
2013
Q2 | $2.05M | Buy |
+13,550
| New | +$2.05M | 0.46% | 42 |
|