Ferguson Wellman 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 | $709K | Sell |
1,002
-131
| -12% | -$92.7K | 0.01% | 209 |
|
|
2025
Q1 | $619K | Sell |
1,133
-27
| -2% | -$14.8K | 0.01% | 223 |
|
|
2024
Q4 | $664K | Buy |
1,160
+127
| +12% | +$72.7K | 0.01% | 213 |
|
|
2024
Q3 | $511K | Sell |
1,033
-25
| -2% | -$12.4K | 0.01% | 247 |
|
|
2024
Q2 | $479K | Hold |
1,058
| – | – | 0.01% | 247 |
|
|
2024
Q1 | $442K | Buy |
1,058
+4
| +0.4% | +$1.67K | 0.01% | 268 |
|
|
2023
Q4 | $407K | Sell |
1,054
-5
| -0.5% | -$1.93K | 0.01% | 275 |
|
|
2023
Q3 | $343K | Sell |
1,059
-2
| -0.2% | -$647 | 0.01% | 279 |
|
|
2023
Q2 | $342K | Buy |
+1,061
| New | +$342K | 0.01% | 288 |
|
|
2021
Q4 | – | Sell |
-683
| Closed | -$258K | – | 344 |
|
|
2021
Q3 | $258K | Sell |
683
-70
| -9% | -$26.4K | 0.01% | 306 |
|
|
2021
Q2 | $286K | Buy |
753
+45
| +6% | +$17.1K | 0.01% | 292 |
|
|
2021
Q1 | $232K | Buy |
+708
| New | +$232K | 0.01% | 302 |
|
|
2019
Q2 | – | Sell |
-1,844
| Closed | -$354K | – | 340 |
|
|
2019
Q1 | $354K | Sell |
1,844
-290
| -14% | -$55.7K | 0.01% | 275 |
|
|
2018
Q4 | $356K | Sell |
2,134
-84,242
| -98% | -$14.1M | 0.01% | 274 |
|
|
2018
Q3 | $19.4M | Sell |
86,376
-49,295
| -36% | -$11.1M | 0.64% | 44 |
|
|
2018
Q2 | $29.9M | Buy |
135,671
+1,779
| +1% | +$392K | 1.05% | 26 |
|
|
2018
Q1 | $33.7M | Buy |
133,892
+53,240
| +66% | +$13.4M | 1.2% | 22 |
|
|
2017
Q4 | $20.5M | Buy |
+80,652
| New | +$20.5M | 0.71% | 44 |
|
|
2016
Q2 | – | Sell |
-1,800
| Closed | -$283K | – | 327 |
|
|
2016
Q1 | $283K | Buy |
1,800
+90
| +5% | +$14.2K | 0.01% | 267 |
|
|
2015
Q4 | $308K | Hold |
1,710
| – | – | 0.01% | 272 |
|
|
2015
Q3 | $297K | Sell |
1,710
-68
| -4% | -$11.8K | 0.01% | 270 |
|
|
2015
Q2 | $371K | Buy |
1,778
+150
| +9% | +$31.3K | 0.02% | 260 |
|
|
2015
Q1 | $306K | Sell |
1,628
-10
| -0.6% | -$1.88K | 0.01% | 275 |
|
|
2014
Q4 | $317K | Hold |
1,638
| – | – | 0.01% | 277 |
|
|
2014
Q3 | $301K | Sell |
1,638
-32
| -2% | -$5.88K | 0.01% | 272 |
|
|
2014
Q2 | $280K | Buy |
+1,670
| New | +$280K | 0.01% | 288 |
|