GIM
Groesbeck Investment Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.29M | Sell |
2,359
-216
| -8% | -$118K | 1.8% | 17 |
|
|
2024
Q4 | $1.47M | Sell |
2,575
-396
| -13% | -$227K | 1.92% | 16 |
|
|
2024
Q3 | $1.47M | Sell |
2,971
-501
| -14% | -$248K | 2.16% | 12 |
|
|
2024
Q2 | $1.57M | Sell |
3,472
-502
| -13% | -$227K | 2.17% | 11 |
|
|
2024
Q1 | $1.66M | Buy |
3,974
+249
| +7% | +$104K | 1.77% | 15 |
|
|
2023
Q4 | $1.44M | Sell |
3,725
-80
| -2% | -$30.9K | 1.99% | 15 |
|
|
2023
Q3 | $1.23M | Buy |
3,805
+270
| +8% | +$87.4K | 1.87% | 16 |
|
|
2023
Q2 | $1.14M | Sell |
3,535
-413
| -10% | -$133K | 1.74% | 17 |
|
|
2023
Q1 | $1.29M | Hold |
3,948
| – | – | 1.94% | 13 |
|
|
2022
Q4 | $1.36M | Buy |
3,948
+41
| +1% | +$14.1K | 2.27% | 12 |
|
|
2022
Q3 | $1.16M | Hold |
3,907
| – | – | 1.91% | 13 |
|
|
2022
Q2 | $1.16M | Sell |
3,907
-280
| -7% | -$83.1K | 1.91% | 13 |
|
|
2022
Q1 | $1.38M | Hold |
4,187
| – | – | 1.55% | 17 |
|
|
2021
Q4 | $1.6M | Buy |
4,187
+200
| +5% | +$76.5K | 2.03% | 14 |
|
|
2021
Q3 | $1.51M | Buy |
3,987
+518
| +15% | +$196K | 1.74% | 15 |
|
|
2021
Q2 | $1.32M | Buy |
3,469
+524
| +18% | +$199K | 1.68% | 16 |
|
|
2021
Q1 | $963K | Buy |
2,945
+160
| +6% | +$52.3K | 1.39% | 24 |
|
|
2020
Q4 | $734K | Buy |
+2,785
| New | +$734K | 1.2% | 28 |
|