Ironwood Investment 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 | $665K | Hold |
939
| – | – | 0.32% | 90 |
|
2025
Q1 | $513K | Hold |
939
| – | – | 0.28% | 95 |
|
2024
Q4 | $538K | Hold |
939
| – | – | 0.27% | 94 |
|
2024
Q3 | $465K | Hold |
939
| – | – | 0.23% | 110 |
|
2024
Q2 | $425K | Sell |
939
-1,100
| -54% | -$498K | 0.23% | 110 |
|
2024
Q1 | $852K | Buy |
2,039
+550
| +37% | +$230K | 0.42% | 71 |
|
2023
Q4 | $574K | Sell |
1,489
-558
| -27% | -$215K | 0.3% | 90 |
|
2023
Q3 | $662K | Hold |
2,047
| – | – | 0.4% | 74 |
|
2023
Q2 | $660K | Hold |
2,047
| – | – | 0.38% | 73 |
|
2023
Q1 | $670K | Hold |
2,047
| – | – | 0.42% | 76 |
|
2022
Q4 | $703K | Sell |
2,047
-86
| -4% | -$29.5K | 0.46% | 72 |
|
2022
Q3 | $625K | Buy |
2,133
+200
| +10% | +$58.6K | 0.44% | 84 |
|
2022
Q2 | $574K | Hold |
1,933
| – | – | 0.38% | 91 |
|
2022
Q1 | $638K | Hold |
1,933
| – | – | 0.35% | 100 |
|
2021
Q4 | $739K | Sell |
1,933
-143
| -7% | -$54.7K | 0.37% | 90 |
|
2021
Q3 | $785K | Buy |
2,076
+244
| +13% | +$92.3K | 0.41% | 87 |
|
2021
Q2 | $695K | Sell |
1,832
-300
| -14% | -$114K | 0.35% | 97 |
|
2021
Q1 | $697K | Hold |
2,132
| – | – | 0.37% | 98 |
|
2020
Q4 | $562K | Sell |
2,132
-266
| -11% | -$70.1K | 0.33% | 102 |
|
2020
Q3 | $482K | Buy |
2,398
+266
| +12% | +$53.5K | 0.34% | 105 |
|
2020
Q2 | $421K | Sell |
2,132
-110
| -5% | -$21.7K | 0.33% | 111 |
|
2020
Q1 | $347K | Sell |
2,242
-1,021
| -31% | -$158K | 0.35% | 105 |
|
2019
Q4 | $750K | Sell |
3,263
-241
| -7% | -$55.4K | 0.52% | 66 |
|
2019
Q3 | $726K | Buy |
3,504
+167
| +5% | +$34.6K | 0.54% | 67 |
|
2019
Q2 | $683K | Hold |
3,337
| – | – | 0.53% | 71 |
|
2019
Q1 | $641K | Hold |
3,337
| – | – | 0.52% | 68 |
|
2018
Q4 | $557K | Sell |
3,337
-1,196
| -26% | -$200K | 0.52% | 74 |
|
2018
Q3 | $1.02M | Buy |
+4,533
| New | +$1.02M | 0.71% | 44 |
|