MV 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
$610K Sell
862
-8
-0.9% -$5.66K 0.06% 112
2025
Q1
$475K Sell
870
-57
-6% -$31.1K 0.05% 122
2024
Q4
$531K Buy
927
+2
+0.2% +$1.15K 0.06% 115
2024
Q3
$458K Buy
925
+100
+12% +$49.5K 0.05% 127
2024
Q2
$373K Buy
825
+26
+3% +$11.8K 0.04% 130
2024
Q1
$334K Buy
799
+46
+6% +$19.2K 0.04% 137
2023
Q4
$290K Sell
753
-194
-20% -$74.8K 0.04% 140
2023
Q3
$306K Buy
947
+24
+3% +$7.77K 0.04% 132
2023
Q2
$298K Buy
923
+26
+3% +$8.39K 0.04% 135
2023
Q1
$293K Buy
897
+20
+2% +$6.54K 0.04% 130
2022
Q4
$301K Sell
877
-21
-2% -$7.21K 0.05% 113
2022
Q3
$263K Buy
898
+54
+6% +$15.8K 0.05% 113
2022
Q2
$251K Sell
844
-32
-4% -$9.52K 0.04% 118
2022
Q1
$289K Sell
876
-1
-0.1% -$330 0.04% 119
2021
Q4
$335K Buy
877
+13
+2% +$4.97K 0.05% 115
2021
Q3
$327K Buy
864
+207
+32% +$78.3K 0.05% 111
2021
Q2
$249K Buy
657
+48
+8% +$18.2K 0.04% 116
2021
Q1
$199K Buy
609
+9
+2% +$2.94K 0.04% 113
2020
Q4
$158K Hold
600
0.03% 113
2020
Q3
$121K Hold
600
0.03% 116
2020
Q2
$119K Hold
600
0.03% 115
2020
Q1
$93K Hold
600
0.02% 126
2019
Q4
$138K Hold
600
0.03% 127
2019
Q3
$124K Hold
600
0.03% 128
2019
Q2
$123K Hold
600
0.03% 125
2019
Q1
$115K Hold
600
0.03% 125
2018
Q4
$100K Hold
600
0.03% 128
2018
Q3
$135K Hold
600
0.03% 112
2018
Q2
$132K Sell
600
-17
-3% -$3.74K 0.03% 115
2018
Q1
$155K Sell
617
-7
-1% -$1.76K 0.04% 106
2017
Q4
$159K Buy
624
+6
+1% +$1.53K 0.04% 112
2017
Q3
$147K Hold
618
0.04% 114
2017
Q2
$137K Buy
618
+3
+0.5% +$665 0.04% 118
2017
Q1
$141K Buy
615
+15
+3% +$3.44K 0.04% 113
2016
Q4
$144K Hold
600
0.05% 106
2016
Q3
$97K Hold
600
0.04% 118
2016
Q2
$89K Hold
600
0.03% 125
2016
Q1
$94K Sell
600
-5
-0.8% -$783 0.04% 123
2015
Q4
$109K Hold
605
0.04% 122
2015
Q3
$105K Hold
605
0.05% 111
2015
Q2
$126K Hold
605
0.05% 114
2015
Q1
$114K Hold
605
0.05% 107
2014
Q4
$117K Buy
+605
New +$117K 0.05% 96