Nelson Capital 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
Q2 | $451K | Sell |
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|
2025
Q1 | $375K | Sell |
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|
2024
Q4 | $395K | Buy |
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|
2024
Q3 | $340K | Sell |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $309K | Sell |
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|
2023
Q4 | $288K | Buy |
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|
2023
Q3 | $239K | Hold |
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|
2023
Q2 | $239K | Hold |
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|
2023
Q1 | $242K | Hold |
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|
2022
Q4 | $254K | Hold |
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|
2022
Q3 | $217K | Hold |
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|
2022
Q2 | $220K | Hold |
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|
2022
Q1 | $244K | Hold |
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|
2021
Q4 | $283K | Hold |
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|
2021
Q3 | $280K | Hold |
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|
2021
Q2 | $281K | Hold |
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|
2021
Q1 | $242K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $153K | Sell |
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|
2019
Q2 | $264K | Hold |
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|
2019
Q1 | $248K | Sell |
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|
2018
Q4 | $218K | Hold |
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|
2018
Q3 | $293K | Buy |
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|
2018
Q2 | $285K | Hold |
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|
2018
Q1 | $325K | Sell |
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|
2017
Q4 | $368K | Buy |
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|
2017
Q3 | $342K | Sell |
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|
2017
Q2 | $336K | Buy |
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|
2017
Q1 | $331K | Hold |
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|
2016
Q4 | $345K | Hold |
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|
2016
Q3 | $232K | Buy |
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|
2016
Q2 | $105K | Buy |
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|
2016
Q1 | $88K | Hold |
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|
2015
Q4 | $101K | Hold |
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|
2015
Q3 | $97K | Hold |
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|
2015
Q2 | $117K | Hold |
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|
2015
Q1 | $105K | Hold |
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|
2014
Q4 | $109K | Hold |
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|
2014
Q3 | $103K | Buy |
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|
2014
Q2 | $70K | Buy |
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|
2014
Q1 | $23K | Buy |
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