Gradient Investments’s Goldman Sachs GS Stock Holding History

Gradient Investments’s Portfolio GS Stock Details GS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$54.6M	Sell	77,204 -6,503	-8%	-$4.6M	1%	24
2025 Q1	$45.7M	Buy	83,707 +7,286	+10%	+$3.98M	0.92%	33
2024 Q4	$43.8M	Sell	76,421 -523	-0.7%	-$299K	0.89%	28
2024 Q3	$38.1M	Sell	76,944 -11,124	-13%	-$5.51M	0.79%	35
2024 Q2	$39.8M	Sell	88,068 -3,328	-4%	-$1.51M	0.89%	30
2024 Q1	$38.2M	Sell	91,396 -3,678	-4%	-$1.54M	0.89%	25
2023 Q4	$36.7M	Buy	95,074 +8	+0%	+$3.09K	0.89%	23
2023 Q3	$30.8M	Buy	95,066 +1,953	+2%	+$632K	0.81%	31
2023 Q2	$30M	Sell	93,113 -2,688	-3%	-$867K	0.77%	32
2023 Q1	$31.3M	Buy	95,801 +52,173	+120%	+$17.1M	0.85%	28
2022 Q4	$15M	Sell	43,628 -15,622	-26%	-$5.36M	0.47%	60
2022 Q3	$17.4M	Sell	59,250 -5,039	-8%	-$1.48M	0.53%	41
2022 Q2	$19.1M	Buy	64,289 +28,421	+79%	+$8.44M	0.56%	35
2022 Q1	$11.8M	Buy	35,868 +7,784	+28%	+$2.57M	0.3%	101
2021 Q4	$10.7M	Sell	28,084 -30	-0.1%	-$11.5K	0.27%	110
2021 Q3	$10.6M	Buy	28,114 +6,655	+31%	+$2.52M	0.3%	110
2021 Q2	$8.14M	Buy	21,459 +586	+3%	+$222K	0.24%	117
2021 Q1	$6.83M	Sell	20,873 -2,294	-10%	-$750K	0.22%	121
2020 Q4	$4.66M	Sell	23,167 -146	-0.6%	-$29.3K	0.2%	112
2020 Q3	$4.69M	Buy	23,313 +6,334	+37%	+$1.27M	0.2%	113
2020 Q2	$3.36M	Buy	16,979 +1,973	+13%	+$390K	0.15%	123
2020 Q1	$2.32M	Buy	15,006 +4,917	+49%	+$760K	0.13%	123
2019 Q4	$2.32M	Buy	10,089 +4,148	+70%	+$954K	0.1%	123
2019 Q3	$1.23M	Buy	5,941 +1,201	+25%	+$249K	0.06%	178
2019 Q2	$970K	Buy	4,740 +3,776	+392%	+$773K	0.05%	192
2019 Q1	$185K	Buy	964 +861	+836%	+$165K	0.01%	252
2018 Q4	$17K	Buy	103 +73	+243%	+$12K	﹤0.01%	476
2018 Q3	$7K	Buy	+30	New	+$7K	﹤0.01%	681
2018 Q2	–	Sell	-16	Closed	-$4K	–	1047
2018 Q1	$4K	Sell	16 -12	-43%	-$3K	﹤0.01%	746
2017 Q4	$7K	Buy	+28	New	+$7K	﹤0.01%	643
2017 Q2	–	Sell	-1	Closed	–	–	840
2017 Q1	$0	Hold	1	–	–	﹤0.01%	789
2016 Q4	$0	Buy	+1	New	–	﹤0.01%	751
2016 Q1	–	Sell	-15	Closed	-$3K	–	752
2015 Q4	$3K	Buy	+15	New	+$3K	﹤0.01%	554