Lederer & Associates Investment Counsel’s Goldman Sachs GS Stock Holding History

Lederer & Associates Investment Counsel’s Portfolio GS Stock Details GS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.05M	Sell	1,484 -1	-0.1%	-$708	0.69%	51
2025 Q1	$811K	Sell	1,485 -5	-0.3%	-$2.73K	0.59%	57
2024 Q4	$853K	Sell	1,490 -295	-17%	-$169K	0.6%	59
2024 Q3	$884K	Hold	1,785	–	–	0.62%	56
2024 Q2	$807K	Sell	1,785 -515	-22%	-$233K	0.58%	60
2024 Q1	$961K	Sell	2,300 -92	-4%	-$38.4K	0.67%	57
2023 Q4	$923K	Sell	2,392 -204	-8%	-$78.7K	0.68%	54
2023 Q3	$840K	Buy	2,596 +255	+11%	+$82.5K	0.67%	55
2023 Q2	$755K	Buy	2,341 +126	+6%	+$40.6K	0.57%	59
2023 Q1	$725K	Hold	2,215	–	–	0.56%	62
2022 Q4	$761K	Sell	2,215 -35	-2%	-$12K	0.62%	59
2022 Q3	$659K	Hold	2,250	–	–	0.56%	65
2022 Q2	$668K	Buy	2,250 +109	+5%	+$32.4K	0.51%	67
2022 Q1	$707K	Buy	2,141 +63	+3%	+$20.8K	0.43%	73
2021 Q4	$795K	Buy	2,078 +298	+17%	+$114K	0.46%	69
2021 Q3	$673K	Buy	1,780 +684	+62%	+$259K	0.43%	65
2021 Q2	$416K	Buy	1,096 +30	+3%	+$11.4K	0.28%	73
2021 Q1	$349K	Sell	1,066 -449	-30%	-$147K	0.25%	73
2020 Q4	$400K	Buy	1,515 +188	+14%	+$49.6K	0.31%	68
2020 Q3	$267K	Buy	+1,327	New	+$267K	0.22%	75
2020 Q1	–	Sell	-1,068	Closed	-$246K	–	89
2019 Q4	$246K	Hold	1,068	–	–	0.21%	83
2019 Q3	$221K	Sell	1,068 -565	-35%	-$117K	0.21%	85
2019 Q2	$334K	Hold	1,633	–	–	0.31%	74
2019 Q1	$314K	Hold	1,633	–	–	0.29%	75
2018 Q4	$273K	Buy	1,633 +332	+26%	+$55.5K	0.29%	76
2018 Q3	$292K	Buy	1,301 +205	+19%	+$46K	0.25%	82
2018 Q2	$242K	Buy	1,096 +60	+6%	+$13.2K	0.22%	83
2018 Q1	$261K	Sell	1,036 -87	-8%	-$21.9K	0.24%	85
2017 Q4	$286K	Hold	1,123	–	–	0.26%	77
2017 Q3	$266K	Buy	1,123 +6	+0.5%	+$1.42K	0.25%	76
2017 Q2	$248K	Sell	1,117 -5	-0.4%	-$1.11K	0.24%	80
2017 Q1	$258K	Sell	1,122 -10	-0.9%	-$2.3K	0.24%	81
2016 Q4	$271K	Buy	+1,132	New	+$271K	0.27%	73
2015 Q2	–	Sell	-1,287	Closed	-$242K	–	73
2015 Q1	$242K	Buy	1,287 +36	+3%	+$6.77K	0.24%	69
2014 Q4	$242K	Buy	+1,251	New	+$242K	0.24%	67