Northwest & Ethical Investments’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 | $911K | Sell |
1,287
-2,490
| -66% | -$1.76M | 0.02% | 341 |
|
2025
Q1 | $2.06M | Sell |
3,777
-3,510
| -48% | -$1.92M | 0.06% | 248 |
|
2024
Q4 | $4.17M | Hold |
7,287
| – | – | 0.11% | 196 |
|
2024
Q3 | $3.61M | Sell |
7,287
-18,657
| -72% | -$9.24M | 0.1% | 208 |
|
2024
Q2 | $11.7M | Sell |
25,944
-3,652
| -12% | -$1.65M | 0.34% | 98 |
|
2024
Q1 | $12.4M | Sell |
29,596
-645
| -2% | -$269K | 0.36% | 92 |
|
2023
Q4 | $11.7M | Sell |
30,241
-601
| -2% | -$232K | 0.36% | 97 |
|
2023
Q3 | $9.98M | Sell |
30,842
-801
| -3% | -$259K | 0.34% | 102 |
|
2023
Q2 | $10.2M | Buy |
+31,643
| New | +$10.2M | 0.33% | 100 |
|
2021
Q2 | – | Sell |
-6,765
| Closed | -$2.21M | – | 420 |
|
2021
Q1 | $2.21M | Sell |
6,765
-3,747
| -36% | -$1.23M | 0.08% | 256 |
|
2020
Q4 | $2.77M | Sell |
10,512
-4,781
| -31% | -$1.26M | 0.11% | 213 |
|
2020
Q3 | $3.07M | Sell |
15,293
-13,192
| -46% | -$2.65M | 0.14% | 183 |
|
2020
Q2 | $5.63M | Sell |
28,485
-24,737
| -46% | -$4.89M | 0.27% | 120 |
|
2020
Q1 | $8.23M | Buy |
53,222
+5,442
| +11% | +$841K | 0.48% | 65 |
|
2019
Q4 | $11M | Buy |
47,780
+2,176
| +5% | +$500K | 0.5% | 55 |
|
2019
Q3 | $9.45M | Buy |
45,604
+1,282
| +3% | +$266K | 0.46% | 61 |
|
2019
Q2 | $9.07M | Buy |
44,322
+5,963
| +16% | +$1.22M | 0.46% | 58 |
|
2019
Q1 | $7.36M | Buy |
38,359
+6,155
| +19% | +$1.18M | 0.38% | 71 |
|
2018
Q4 | $5.38M | Buy |
32,204
+11,526
| +56% | +$1.93M | 0.32% | 97 |
|
2018
Q3 | $4.64M | Buy |
20,678
+3,333
| +19% | +$747K | 0.29% | 104 |
|
2018
Q2 | $3.83M | Buy |
17,345
+2,952
| +21% | +$651K | 0.25% | 124 |
|
2018
Q1 | $3.63M | Buy |
14,393
+1,500
| +12% | +$378K | 0.24% | 126 |
|
2017
Q4 | $3.28M | Buy |
12,893
+971
| +8% | +$247K | 0.21% | 144 |
|
2017
Q3 | $2.83M | Buy |
11,922
+2,510
| +27% | +$595K | 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% | -$377K | 0.14% | 192 |
|
2016
Q4 | $2.48M | Buy |
+10,350
| New | +$2.48M | 0.17% | 152 |
|