Kovitz Investment Group Partners’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.8M | Buy |
77,450
+38,928
| +101% | +$27.6M | 0.23% | 94 |
|
|
2025
Q1 | $21M | Sell |
38,522
-1,325
| -3% | -$724K | 0.11% | 163 |
|
|
2024
Q4 | $22.8M | Buy |
39,847
+288
| +0.7% | +$165K | 0.11% | 158 |
|
|
2024
Q3 | $17.5M | Buy |
39,559
+13,671
| +53% | +$6.05M | 0.12% | 152 |
|
|
2024
Q2 | $11.7M | Sell |
25,888
-5,809
| -18% | -$2.63M | 0.1% | 151 |
|
|
2024
Q1 | $13.2M | Buy |
31,697
+3,243
| +11% | +$1.35M | 0.17% | 85 |
|
|
2023
Q4 | $11M | Sell |
28,454
-417
| -1% | -$161K | 0.18% | 56 |
|
|
2023
Q3 | $9.34M | Sell |
28,871
-1,007
| -3% | -$326K | 0.17% | 65 |
|
|
2023
Q2 | $9.64M | Sell |
29,878
-2,188
| -7% | -$706K | 0.14% | 71 |
|
|
2023
Q1 | $10.5M | Sell |
32,066
-3,880
| -11% | -$1.27M | 0.18% | 70 |
|
|
2022
Q4 | $12.3M | Sell |
35,946
-6,306
| -15% | -$2.17M | 0.24% | 55 |
|
|
2022
Q3 | $12.4M | Buy |
42,252
+705
| +2% | +$207K | 0.29% | 48 |
|
|
2022
Q2 | $12.3M | Sell |
41,547
-4,548
| -10% | -$1.35M | 0.27% | 54 |
|
|
2022
Q1 | $15.2M | Sell |
46,095
-2,504
| -5% | -$827K | 0.29% | 52 |
|
|
2021
Q4 | $12.8M | Buy |
48,599
+7,117
| +17% | +$1.88M | 0.3% | 48 |
|
|
2021
Q3 | $15.7M | Sell |
41,482
-1,051
| -2% | -$397K | 0.31% | 47 |
|
|
2021
Q2 | $16.1M | Sell |
42,533
-950
| -2% | -$361K | 0.32% | 47 |
|
|
2021
Q1 | $14.2M | Sell |
43,483
-5,041
| -10% | -$1.65M | 0.33% | 49 |
|
|
2020
Q4 | $12.8M | Sell |
48,524
-2,977
| -6% | -$785K | 0.31% | 48 |
|
|
2020
Q3 | $10.4M | Sell |
51,501
-2,138
| -4% | -$430K | 0.29% | 59 |
|
|
2020
Q2 | $10.6M | Buy |
53,639
+163
| +0.3% | +$32.2K | 0.33% | 52 |
|
|
2020
Q1 | $8.27M | Sell |
53,476
-137,229
| -72% | -$21.2M | 0.3% | 56 |
|
|
2019
Q4 | $43.8M | Buy |
190,705
+1,670
| +0.9% | +$384K | 1.28% | 27 |
|
|
2019
Q3 | $39.2M | Sell |
189,035
-56,632
| -23% | -$11.7M | 1.25% | 28 |
|
|
2019
Q2 | $50.3M | Buy |
245,667
+448
| +0.2% | +$91.7K | 1.59% | 21 |
|
|
2019
Q1 | $47.1M | Buy |
245,219
+28,531
| +13% | +$5.48M | 1.49% | 25 |
|
|
2018
Q4 | $36.2M | Buy |
216,688
+25,383
| +13% | +$4.24M | 1.43% | 27 |
|
|
2018
Q3 | $42.9M | Buy |
191,305
+11,577
| +6% | +$2.6M | 1.95% | 24 |
|
|
2018
Q2 | $39.6M | Sell |
179,728
-3,154
| -2% | -$696K | 1.85% | 25 |
|
|
2018
Q1 | $46.1M | Buy |
+182,882
| New | +$46.1M | 2.22% | 19 |
|