Morningstar Investment Management’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$887K Buy
2025
Q1
Sell
2024
Q4
$703K Sell
2024
Q3
$2.05M Sell
2024
Q2
$3.1M Sell
2024
Q1
$3.33M Buy
2023
Q4
$2.88M Buy