MAI Capital 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 | $22M | Buy |
31,065
+403
| +1% | +$285K | 0.15% | 131 |
|
2025
Q1 | $16.8M | Buy |
30,662
+4,513
| +17% | +$2.47M | 0.13% | 152 |
|
2024
Q4 | $15M | Buy |
26,149
+7,881
| +43% | +$4.51M | 0.11% | 158 |
|
2024
Q3 | $9.04M | Sell |
18,268
-1,361
| -7% | -$674K | 0.09% | 177 |
|
2024
Q2 | $8.88M | Sell |
19,629
-63
| -0.3% | -$28.5K | 0.09% | 175 |
|
2024
Q1 | $8.23M | Buy |
19,692
+4,416
| +29% | +$1.84M | 0.09% | 187 |
|
2023
Q4 | $5.89M | Buy |
15,276
+54
| +0.4% | +$20.8K | 0.08% | 182 |
|
2023
Q3 | $4.93M | Buy |
15,222
+1,661
| +12% | +$537K | 0.07% | 192 |
|
2023
Q2 | $4.37M | Buy |
13,561
+670
| +5% | +$216K | 0.06% | 202 |
|
2023
Q1 | $4.22M | Buy |
12,891
+341
| +3% | +$112K | 0.07% | 198 |
|
2022
Q4 | $4.31M | Buy |
12,550
+1,341
| +12% | +$460K | 0.07% | 193 |
|
2022
Q3 | $3.29M | Buy |
11,209
+1,500
| +15% | +$440K | 0.06% | 203 |
|
2022
Q2 | $2.88M | Buy |
9,709
+317
| +3% | +$94.2K | 0.06% | 206 |
|
2022
Q1 | $3.1M | Buy |
9,392
+456
| +5% | +$151K | 0.05% | 203 |
|
2021
Q4 | $3.42M | Buy |
8,936
+692
| +8% | +$265K | 0.06% | 195 |
|
2021
Q3 | $3.12M | Buy |
8,244
+2,665
| +48% | +$1.01M | 0.06% | 178 |
|
2021
Q2 | $2.12M | Buy |
5,579
+345
| +7% | +$131K | 0.04% | 219 |
|
2021
Q1 | $1.71M | Buy |
5,234
+617
| +13% | +$202K | 0.04% | 233 |
|
2020
Q4 | $1.22M | Buy |
4,617
+122
| +3% | +$32.2K | 0.03% | 272 |
|
2020
Q3 | $903K | Buy |
4,495
+2,073
| +86% | +$416K | 0.03% | 279 |
|
2020
Q2 | $479K | Sell |
2,422
-620
| -20% | -$123K | 0.02% | 374 |
|
2020
Q1 | $470K | Sell |
3,042
-280
| -8% | -$43.3K | 0.02% | 350 |
|
2019
Q4 | $764K | Sell |
3,322
-502
| -13% | -$115K | 0.02% | 329 |
|
2019
Q3 | $792K | Sell |
3,824
-140
| -4% | -$29K | 0.04% | 268 |
|
2019
Q2 | $811K | Buy |
3,964
+799
| +25% | +$163K | 0.04% | 264 |
|
2019
Q1 | $608K | Sell |
3,165
-1,556
| -33% | -$299K | 0.03% | 272 |
|
2018
Q4 | $789K | Sell |
4,721
-2,948
| -38% | -$493K | 0.05% | 233 |
|
2018
Q3 | $1.72M | Sell |
7,669
-470
| -6% | -$105K | 0.09% | 172 |
|
2018
Q2 | $1.8M | Buy |
8,139
+3,875
| +91% | +$855K | 0.1% | 167 |
|
2018
Q1 | $1.07M | Buy |
4,264
+63
| +1% | +$15.9K | 0.06% | 204 |
|
2017
Q4 | $1.07M | Buy |
4,201
+276
| +7% | +$70.3K | 0.06% | 210 |
|
2017
Q3 | $931K | Sell |
3,925
-33
| -0.8% | -$7.83K | 0.06% | 206 |
|
2017
Q2 | $878K | Buy |
+3,958
| New | +$878K | 0.06% | 214 |
|