Meritage Portfolio 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 | $10.8M | Sell |
15,200
-182
| -1% | -$129K | 0.68% | 32 |
|
|
2025
Q1 | $8.4M | Sell |
15,382
-212
| -1% | -$116K | 0.56% | 47 |
|
|
2024
Q4 | $8.93M | Sell |
15,594
-228
| -1% | -$131K | 0.55% | 44 |
|
|
2024
Q3 | $7.83M | Sell |
15,822
-155
| -1% | -$76.7K | 0.48% | 55 |
|
|
2024
Q2 | $7.23M | Buy |
+15,977
| New | +$7.23M | 0.46% | 60 |
|
|
2022
Q1 | – | Sell |
-14,122
| Closed | -$5.4M | – | 358 |
|
|
2021
Q4 | $5.4M | Buy |
14,122
+211
| +2% | +$80.7K | 0.31% | 98 |
|
|
2021
Q3 | $5.26M | Buy |
13,911
+211
| +2% | +$79.8K | 0.32% | 87 |
|
|
2021
Q2 | $5.2M | Buy |
13,700
+354
| +3% | +$134K | 0.31% | 95 |
|
|
2021
Q1 | $4.36M | Buy |
13,346
+2,327
| +21% | +$761K | 0.29% | 103 |
|
|
2020
Q4 | $2.91M | Buy |
11,019
+676
| +7% | +$178K | 0.21% | 133 |
|
|
2020
Q3 | $2.08M | Buy |
+10,343
| New | +$2.08M | 0.19% | 145 |
|
|
2017
Q3 | – | Sell |
-19,366
| Closed | -$4.3M | – | 206 |
|
|
2017
Q2 | $4.3M | Sell |
19,366
-295
| -2% | -$65.5K | 0.44% | 115 |
|
|
2017
Q1 | $4.52M | Buy |
19,661
+332
| +2% | +$76.3K | 0.47% | 103 |
|
|
2016
Q4 | $4.63M | Buy |
+19,329
| New | +$4.63M | 0.51% | 105 |
|