Morningstar Investment 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 | $887K | Buy |
+1,253
| New | +$887K | 0.08% | 75 |
|
|
2025
Q1 | – | Sell |
-1,227
| Closed | -$703K | – | 138 |
|
|
2024
Q4 | $703K | Sell |
1,227
-2,688
| -69% | -$1.54M | 0.06% | 98 |
|
|
2024
Q3 | $2.05M | Sell |
3,915
-2,930
| -43% | -$1.53M | 0.2% | 47 |
|
|
2024
Q2 | $3.1M | Sell |
6,845
-1,123
| -14% | -$508K | 0.32% | 37 |
|
|
2024
Q1 | $3.33M | Buy |
7,968
+504
| +7% | +$211K | 0.36% | 35 |
|
|
2023
Q4 | $2.88M | Buy |
+7,464
| New | +$2.88M | 0.33% | 37 |
|