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