Rothschild Investment LLC’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 | $1.79M | Sell |
2,529
-90
| -3% | -$63.7K | 0.11% | 153 |
|
|
2025
Q1 | $1.43M | Sell |
2,619
-20
| -0.8% | -$10.9K | 0.1% | 187 |
|
|
2024
Q4 | $1.51M | Sell |
2,639
-167
| -6% | -$95.6K | 0.1% | 176 |
|
|
2024
Q3 | $1.39M | Sell |
2,806
-160
| -5% | -$79.2K | 0.09% | 189 |
|
|
2024
Q2 | $1.34M | Sell |
2,966
-14
| -0.5% | -$6.33K | 0.09% | 182 |
|
|
2024
Q1 | $1.24M | Sell |
2,980
-218
| -7% | -$91.1K | 0.09% | 196 |
|
|
2023
Q4 | $1.23M | Sell |
3,198
-1,410
| -31% | -$544K | 0.1% | 163 |
|
|
2023
Q3 | $1.49M | Buy |
4,608
+98
| +2% | +$31.7K | 0.13% | 159 |
|
|
2023
Q2 | $1.46M | Sell |
4,510
-947
| -17% | -$306K | 0.12% | 163 |
|
|
2023
Q1 | $1.79M | Buy |
5,457
+875
| +19% | +$286K | 0.16% | 135 |
|
|
2022
Q4 | $1.57M | Sell |
4,582
-116
| -2% | -$39.8K | 0.14% | 149 |
|
|
2022
Q3 | $1.38M | Sell |
4,698
-206
| -4% | -$60.4K | 0.14% | 157 |
|
|
2022
Q2 | $1.46M | Sell |
4,904
-110
| -2% | -$32.7K | 0.13% | 161 |
|
|
2022
Q1 | $1.66M | Buy |
5,014
+164
| +3% | +$54.1K | 0.13% | 157 |
|
|
2021
Q4 | $1.86M | Buy |
4,850
+65
| +1% | +$24.9K | 0.14% | 145 |
|
|
2021
Q3 | $1.81M | Buy |
4,785
+55
| +1% | +$20.8K | 0.15% | 141 |
|
|
2021
Q2 | $1.8M | Buy |
4,730
+302
| +7% | +$115K | 0.14% | 148 |
|
|
2021
Q1 | $1.45M | Sell |
4,428
-1,690
| -28% | -$553K | 0.12% | 169 |
|
|
2020
Q4 | $1.61M | Sell |
6,118
-305
| -5% | -$80.4K | 0.16% | 136 |
|
|
2020
Q3 | $1.29M | Buy |
6,423
+85
| +1% | +$17.1K | 0.14% | 142 |
|
|
2020
Q2 | $1.25M | Sell |
6,338
-981
| -13% | -$194K | 0.15% | 142 |
|
|
2020
Q1 | $1.13M | Sell |
7,319
-33,573
| -82% | -$5.19M | 0.15% | 149 |
|
|
2019
Q4 | $9.4M | Sell |
40,892
-2,917
| -7% | -$671K | 0.93% | 24 |
|
|
2019
Q3 | $9.08M | Buy |
43,809
+548
| +1% | +$114K | 1.06% | 22 |
|
|
2019
Q2 | $8.85M | Buy |
43,261
+113
| +0.3% | +$23.1K | 1.04% | 23 |
|
|
2019
Q1 | $8.28M | Buy |
43,148
+65
| +0.2% | +$12.5K | 0.97% | 26 |
|
|
2018
Q4 | $7.2M | Buy |
43,083
+3,139
| +8% | +$524K | 0.96% | 27 |
|
|
2018
Q3 | $8.96M | Buy |
39,944
+2,030
| +5% | +$455K | 1.06% | 23 |
|
|
2018
Q2 | $8.36M | Sell |
37,914
-2,570
| -6% | -$567K | 1.05% | 25 |
|
|
2018
Q1 | $10.2M | Sell |
40,484
-5,077
| -11% | -$1.28M | 1.3% | 17 |
|
|
2017
Q4 | $11.6M | Sell |
45,561
-3,281
| -7% | -$836K | 1.26% | 18 |
|
|
2017
Q3 | $11.6M | Sell |
48,842
-64
| -0.1% | -$15.2K | 1.31% | 12 |
|
|
2017
Q2 | $10.9M | Buy |
48,906
+12,493
| +34% | +$2.77M | 1.23% | 16 |
|
|
2017
Q1 | $8.37M | Buy |
36,413
+3,143
| +9% | +$722K | 0.97% | 25 |
|
|
2016
Q4 | $7.97M | Sell |
33,270
-7,052
| -17% | -$1.69M | 0.96% | 25 |
|
|
2016
Q3 | $6.5M | Buy |
40,322
+1,340
| +3% | +$216K | 0.8% | 30 |
|
|
2016
Q2 | $5.79M | Buy |
38,982
+332
| +0.9% | +$49.3K | 0.74% | 34 |
|
|
2016
Q1 | $6.07M | Buy |
38,650
+3,765
| +11% | +$591K | 0.78% | 32 |
|
|
2015
Q4 | $6.29M | Buy |
34,885
+1,988
| +6% | +$358K | 0.8% | 33 |
|
|
2015
Q3 | $5.72M | Sell |
32,897
-115
| -0.3% | -$20K | 0.75% | 34 |
|
|
2015
Q2 | $6.89M | Sell |
33,012
-1,601
| -5% | -$334K | 0.8% | 28 |
|
|
2015
Q1 | $6.51M | Sell |
34,613
-277
| -0.8% | -$52.1K | 0.76% | 30 |
|
|
2014
Q4 | $6.76M | Sell |
34,890
-3,991
| -10% | -$774K | 0.81% | 31 |
|
|
2014
Q3 | $7.14M | Buy |
38,881
+231
| +0.6% | +$42.4K | 0.87% | 27 |
|
|
2014
Q2 | $6.47M | Buy |
38,650
+180
| +0.5% | +$30.1K | 0.83% | 32 |
|
|
2014
Q1 | $6.3M | Sell |
38,470
-220
| -0.6% | -$36K | 0.85% | 27 |
|
|
2013
Q4 | $6.86M | Sell |
38,690
-855
| -2% | -$152K | 0.94% | 24 |
|
|
2013
Q3 | $6.26M | Buy |
39,545
+50
| +0.1% | +$7.91K | 0.92% | 27 |
|
|
2013
Q2 | $5.97M | Buy |
+39,495
| New | +$5.97M | 0.97% | 28 |
|