NCM

Nelson Capital Management’s Goldman Sachs GS Stock Holding History

Nelson Capital Management’s Portfolio GS Stock Details GS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$451K	Sell	637 -50	-7%	-$35.4K	0.06%	83
2025 Q1	$375K	Sell	687 -2	-0.3%	-$1.09K	0.06%	86
2024 Q4	$395K	Buy	689 +2	+0.3%	+$1.15K	0.07%	88
2024 Q3	$340K	Sell	687 -13	-2%	-$6.44K	0.06%	87
2024 Q2	$317K	Sell	700 -40	-5%	-$18.1K	0.06%	91
2024 Q1	$309K	Sell	740 -6	-0.8%	-$2.51K	0.06%	90
2023 Q4	$288K	Buy	746 +6	+0.8%	+$2.32K	0.06%	84
2023 Q3	$239K	Hold	740	–	–	0.06%	86
2023 Q2	$239K	Hold	740	–	–	0.06%	87
2023 Q1	$242K	Hold	740	–	–	0.07%	84
2022 Q4	$254K	Hold	740	–	–	0.07%	84
2022 Q3	$217K	Hold	740	–	–	0.06%	91
2022 Q2	$220K	Hold	740	–	–	0.06%	93
2022 Q1	$244K	Hold	740	–	–	0.05%	94
2021 Q4	$283K	Hold	740	–	–	0.05%	94
2021 Q3	$280K	Hold	740	–	–	0.06%	87
2021 Q2	$281K	Hold	740	–	–	0.06%	88
2021 Q1	$242K	Buy	+740	New	+$242K	0.05%	91
2019 Q4	–	Sell	-740	Closed	-$153K	–	178
2019 Q3	$153K	Sell	740 -550	-43%	-$114K	0.04%	102
2019 Q2	$264K	Hold	1,290	–	–	0.06%	85
2019 Q1	$248K	Sell	1,290 -17	-1%	-$3.27K	0.06%	82
2018 Q4	$218K	Hold	1,307	–	–	0.06%	86
2018 Q3	$293K	Buy	1,307 +17	+1%	+$3.81K	0.07%	78
2018 Q2	$285K	Hold	1,290	–	–	0.07%	77
2018 Q1	$325K	Sell	1,290 -155	-11%	-$39.1K	0.08%	78
2017 Q4	$368K	Buy	1,445 +5	+0.3%	+$1.27K	0.11%	68
2017 Q3	$342K	Sell	1,440 -75	-5%	-$17.8K	0.11%	66
2017 Q2	$336K	Buy	1,515 +75	+5%	+$16.6K	0.11%	65
2017 Q1	$331K	Hold	1,440	–	–	0.11%	65
2016 Q4	$345K	Hold	1,440	–	–	0.12%	63
2016 Q3	$232K	Buy	1,440 +730	+103%	+$118K	0.08%	73
2016 Q2	$105K	Buy	710 +150	+27%	+$22.2K	0.04%	86
2016 Q1	$88K	Hold	560	–	–	0.03%	89
2015 Q4	$101K	Hold	560	–	–	0.04%	82
2015 Q3	$97K	Hold	560	–	–	0.04%	87
2015 Q2	$117K	Hold	560	–	–	0.04%	88
2015 Q1	$105K	Hold	560	–	–	0.04%	91
2014 Q4	$109K	Hold	560	–	–	0.04%	93
2014 Q3	$103K	Buy	560 +140	+33%	+$25.8K	0.04%	94
2014 Q2	$70K	Buy	420 +280	+200%	+$46.7K	0.03%	105
2014 Q1	$23K	Buy	+140	New	+$23K	0.01%	153