Evergreen 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
$1.31M Buy
1,845
+172
+10% +$122K 0.04% 317
2025
Q1
$914K Buy
1,673
+49
+3% +$26.8K 0.03% 348
2024
Q4
$930K Sell
1,624
-35
-2% -$20K 0.03% 349
2024
Q3
$822K Buy
1,659
+129
+8% +$63.9K 0.03% 364
2024
Q2
$692K Buy
1,530
+56
+4% +$25.3K 0.03% 382
2024
Q1
$616K Sell
1,474
-1,281
-46% -$535K 0.02% 393
2023
Q4
$1.06M Sell
2,755
-178
-6% -$68.7K 0.04% 286
2023
Q3
$949K Sell
2,933
-12,886
-81% -$4.17M 0.04% 292
2023
Q2
$5.1M Buy
15,819
+114
+0.7% +$36.8K 0.21% 133
2023
Q1
$5.14M Buy
15,705
+252
+2% +$82.4K 0.23% 125
2022
Q4
$5.31M Sell
15,453
-920
-6% -$316K 0.25% 117
2022
Q3
$4.8M Buy
16,373
+3,224
+25% +$945K 0.25% 116
2022
Q2
$3.91M Sell
13,149
-175
-1% -$52K 0.2% 134
2022
Q1
$4.4M Sell
13,324
-72
-0.5% -$23.8K 0.18% 148
2021
Q4
$5.13M Buy
13,396
+227
+2% +$86.8K 0.21% 133
2021
Q3
$4.98M Buy
13,169
+584
+5% +$221K 0.22% 119
2021
Q2
$4.78M Buy
12,585
+100
+0.8% +$38K 0.23% 114
2021
Q1
$4.08M Sell
12,485
-3,366
-21% -$1.1M 0.21% 122
2020
Q4
$4.18M Buy
15,851
+13,521
+580% +$3.57M 0.24% 101
2020
Q3
$468K Sell
2,330
-35
-1% -$7.03K 0.03% 269
2020
Q2
$467K Sell
2,365
-19,915
-89% -$3.93M 0.04% 250
2020
Q1
$3.44M Buy
22,280
+20,556
+1,192% +$3.18M 0.32% 80
2019
Q4
$396K Buy
+1,724
New +$396K 0.03% 287
2019
Q2
Sell
-11,035
Closed -$2.12M 450
2019
Q1
$2.12M Buy
11,035
+547
+5% +$105K 0.21% 108
2018
Q4
$1.75M Sell
10,488
-2,882
-22% -$481K 0.18% 117
2018
Q3
$3M Sell
13,370
-39
-0.3% -$8.75K 0.27% 86
2018
Q2
$2.96M Buy
13,409
+2,334
+21% +$515K 0.28% 82
2018
Q1
$2.79M Buy
+11,075
New +$2.79M 0.27% 90