KCM Investment Advisors’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 | $4.99M | Buy |
7,055
+668
| +10% | +$473K | 0.17% | 92 |
|
|
2025
Q1 | $3.49M | Sell |
6,387
-182
| -3% | -$99.4K | 0.13% | 113 |
|
|
2024
Q4 | $3.76M | Buy |
6,569
+163
| +3% | +$93.3K | 0.13% | 112 |
|
|
2024
Q3 | $3.17M | Buy |
6,406
+37
| +0.6% | +$18.3K | 0.11% | 126 |
|
|
2024
Q2 | $2.88M | Sell |
6,369
-10
| -0.2% | -$4.52K | 0.1% | 124 |
|
|
2024
Q1 | $2.66M | Sell |
6,379
-545
| -8% | -$228K | 0.1% | 132 |
|
|
2023
Q4 | $2.67M | Sell |
6,924
-448
| -6% | -$173K | 0.11% | 130 |
|
|
2023
Q3 | $2.39M | Sell |
7,372
-169
| -2% | -$54.7K | 0.1% | 137 |
|
|
2023
Q2 | $2.43M | Sell |
7,541
-154
| -2% | -$49.7K | 0.1% | 142 |
|
|
2023
Q1 | $2.52M | Sell |
7,695
-441
| -5% | -$144K | 0.1% | 146 |
|
|
2022
Q4 | $2.79M | Buy |
8,136
+2,912
| +56% | +$1M | 0.12% | 136 |
|
|
2022
Q3 | $1.53M | Sell |
5,224
-553
| -10% | -$162K | 0.07% | 170 |
|
|
2022
Q2 | $1.72M | Sell |
5,777
-1,333
| -19% | -$396K | 0.07% | 169 |
|
|
2022
Q1 | $2.35M | Sell |
7,110
-945
| -12% | -$312K | 0.09% | 153 |
|
|
2021
Q4 | $3.08M | Buy |
8,055
+979
| +14% | +$374K | 0.11% | 140 |
|
|
2021
Q3 | $2.68M | Buy |
7,076
+760
| +12% | +$287K | 0.11% | 143 |
|
|
2021
Q2 | $2.4M | Buy |
6,316
+68
| +1% | +$25.8K | 0.1% | 144 |
|
|
2021
Q1 | $2.04M | Buy |
6,248
+563
| +10% | +$184K | 0.09% | 152 |
|
|
2020
Q4 | $1.5M | Buy |
5,685
+2,778
| +96% | +$732K | 0.07% | 158 |
|
|
2020
Q3 | $584K | Buy |
2,907
+280
| +11% | +$56.3K | 0.03% | 209 |
|
|
2020
Q2 | $519K | Buy |
2,627
+125
| +5% | +$24.7K | 0.03% | 218 |
|
|
2020
Q1 | $387K | Sell |
2,502
-1,910
| -43% | -$295K | 0.03% | 236 |
|
|
2019
Q4 | $1.01M | Sell |
4,412
-80
| -2% | -$18.4K | 0.06% | 179 |
|
|
2019
Q3 | $931K | Sell |
4,492
-200
| -4% | -$41.5K | 0.05% | 182 |
|
|
2019
Q2 | $960K | Sell |
4,692
-90
| -2% | -$18.4K | 0.06% | 170 |
|
|
2019
Q1 | $918K | Buy |
4,782
+1,940
| +68% | +$372K | 0.06% | 178 |
|
|
2018
Q4 | $475K | Buy |
2,842
+165
| +6% | +$27.6K | 0.03% | 338 |
|
|
2018
Q3 | $600K | Sell |
2,677
-463
| -15% | -$104K | 0.03% | 322 |
|
|
2018
Q2 | $693K | Buy |
3,140
+180
| +6% | +$39.7K | 0.04% | 291 |
|
|
2018
Q1 | $745K | Sell |
2,960
-321
| -10% | -$80.8K | 0.05% | 297 |
|
|
2017
Q4 | $836K | Sell |
3,281
-431
| -12% | -$110K | 0.05% | 283 |
|
|
2017
Q3 | $880K | Buy |
3,712
+727
| +24% | +$172K | 0.05% | 264 |
|
|
2017
Q2 | $662K | Buy |
2,985
+500
| +20% | +$111K | 0.04% | 312 |
|
|
2017
Q1 | $571K | Buy |
2,485
+165
| +7% | +$37.9K | 0.04% | 341 |
|
|
2016
Q4 | $556K | Sell |
2,320
-75
| -3% | -$18K | 0.04% | 337 |
|
|
2016
Q3 | $386K | Hold |
2,395
| – | – | 0.03% | 407 |
|
|
2016
Q2 | $356K | Sell |
2,395
-111
| -4% | -$16.5K | 0.02% | 407 |
|
|
2016
Q1 | $393K | Hold |
2,506
| – | – | 0.03% | 378 |
|
|
2015
Q4 | $452K | Hold |
2,506
| – | – | 0.04% | 356 |
|
|
2015
Q3 | $435K | Hold |
2,506
| – | – | 0.04% | 361 |
|
|
2015
Q2 | $523K | Buy |
2,506
+61
| +2% | +$12.7K | 0.04% | 343 |
|
|
2015
Q1 | $460K | Hold |
2,445
| – | – | 0.04% | 358 |
|
|
2014
Q4 | $474K | Hold |
2,445
| – | – | 0.04% | 346 |
|
|
2014
Q3 | $449K | Buy |
2,445
+85
| +4% | +$15.6K | 0.04% | 338 |
|
|
2014
Q2 | $395K | Hold |
2,360
| – | – | 0.04% | 357 |
|
|
2014
Q1 | $387K | Hold |
2,360
| – | – | 0.04% | 331 |
|
|
2013
Q4 | $418K | Hold |
2,360
| – | – | 0.05% | 309 |
|
|
2013
Q3 | $373K | Hold |
2,360
| – | – | 0.04% | 330 |
|
|
2013
Q2 | $357K | Buy |
+2,360
| New | +$357K | 0.04% | 335 |
|