Northwest & Ethical Investments’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	-1,287	Closed	-$911K	–	527
2025 Q2	$911K	Sell	1,287 -2,490	-66%	-$1.44M	0.02%	341
2025 Q1	$2.06M	Sell	3,777 -3,510	-48%	-$2.11M	0.06%	248
2024 Q4	$4.17M	Hold	7,287	–	–	0.11%	196
2024 Q3	$3.61M	Sell	7,287 -18,657	-72%	-$9.13M	0.1%	208
2024 Q2	$11.7M	Sell	25,944 -3,652	-12%	-$1.6M	0.34%	98
2024 Q1	$12.4M	Sell	29,596 -645	-2%	-$250K	0.36%	92
2023 Q4	$11.7M	Sell	30,241 -601	-2%	-$201K	0.36%	97
2023 Q3	$9.98M	Sell	30,842 -801	-3%	-$268K	0.34%	102
2023 Q2	$10.2M	Buy	+31,643	New	+$10.4M	0.33%	100
2021 Q2	–	Sell	-6,765	Closed	-$2.21M	–	420
2021 Q1	$2.21M	Sell	6,765 -3,747	-36%	-$1.17M	0.08%	256
2020 Q4	$2.77M	Sell	10,512 -4,781	-31%	-$1.06M	0.11%	213
2020 Q3	$3.07M	Sell	15,293 -13,192	-46%	-$2.68M	0.14%	183
2020 Q2	$5.63M	Sell	28,485 -24,737	-46%	-$4.64M	0.27%	120
2020 Q1	$8.23M	Buy	53,222 +5,442	+11%	+$1.16M	0.48%	65
2019 Q4	$11M	Buy	47,780 +2,176	+5%	+$472K	0.5%	55
2019 Q3	$9.45M	Buy	45,604 +1,282	+3%	+$268K	0.46%	61
2019 Q2	$9.07M	Buy	44,322 +5,963	+16%	+$1.18M	0.46%	58
2019 Q1	$7.36M	Buy	38,359 +6,155	+19%	+$1.19M	0.38%	71
2018 Q4	$5.38M	Buy	32,204 +11,526	+56%	+$2.33M	0.32%	97
2018 Q3	$4.64M	Buy	20,678 +3,333	+19%	+$775K	0.29%	104
2018 Q2	$3.83M	Buy	17,345 +2,952	+21%	+$704K	0.25%	124
2018 Q1	$3.63M	Buy	14,393 +1,500	+12%	+$391K	0.24%	126
2017 Q4	$3.28M	Buy	12,893 +971	+8%	+$238K	0.21%	144
2017 Q3	$2.83M	Buy	11,922 +2,510	+27%	+$566K	0.18%	156
2017 Q2	$2.09M	Buy	9,412 +702	+8%	+$156K	0.14%	188
2017 Q1	$2M	Sell	8,710 -1,640	-16%	-$396K	0.14%	192
2016 Q4	$2.48M	Buy	+10,350	New	+$2.1M	0.17%	152