Roundview Capital’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 | $7.21M | Sell |
10,182
-158
| -2% | -$112K | 0.48% | 48 |
|
|
2025
Q1 | $5.65M | Sell |
10,340
-195
| -2% | -$107K | 0.41% | 57 |
|
|
2024
Q4 | $6.03M | Buy |
10,535
+218
| +2% | +$125K | 0.42% | 53 |
|
|
2024
Q3 | $5.11M | Sell |
10,317
-123
| -1% | -$60.9K | 0.37% | 66 |
|
|
2024
Q2 | $4.72M | Buy |
10,440
+11
| +0.1% | +$4.98K | 0.37% | 62 |
|
|
2024
Q1 | $4.36M | Buy |
10,429
+142
| +1% | +$59.3K | 0.36% | 66 |
|
|
2023
Q4 | $3.97M | Sell |
10,287
-240
| -2% | -$92.6K | 0.37% | 63 |
|
|
2023
Q3 | $3.41M | Buy |
10,527
+131
| +1% | +$42.4K | 0.34% | 74 |
|
|
2023
Q2 | $3.35M | Sell |
10,396
-20
| -0.2% | -$6.45K | 0.33% | 80 |
|
|
2023
Q1 | $3.41M | Buy |
10,416
+6
| +0.1% | +$1.96K | 0.36% | 75 |
|
|
2022
Q4 | $3.57M | Buy |
10,410
+262
| +3% | +$90K | 0.41% | 71 |
|
|
2022
Q3 | $2.97M | Buy |
10,148
+162
| +2% | +$47.5K | 0.38% | 73 |
|
|
2022
Q2 | $2.97M | Sell |
9,986
-492
| -5% | -$146K | 0.36% | 78 |
|
|
2022
Q1 | $3.46M | Sell |
10,478
-201
| -2% | -$66.4K | 0.36% | 77 |
|
|
2021
Q4 | $4.09M | Buy |
10,679
+407
| +4% | +$156K | 0.41% | 59 |
|
|
2021
Q3 | $3.88M | Buy |
10,272
+35
| +0.3% | +$13.2K | 0.43% | 57 |
|
|
2021
Q2 | $3.89M | Buy |
10,237
+691
| +7% | +$262K | 0.43% | 61 |
|
|
2021
Q1 | $3.12M | Sell |
9,546
-5
| -0.1% | -$1.64K | 0.39% | 70 |
|
|
2020
Q4 | $2.52M | Sell |
9,551
-41
| -0.4% | -$10.8K | 0.34% | 75 |
|
|
2020
Q3 | $1.93M | Sell |
9,592
-1,180
| -11% | -$237K | 0.3% | 79 |
|
|
2020
Q2 | $2.13M | Sell |
10,772
-1,033
| -9% | -$204K | 0.36% | 70 |
|
|
2020
Q1 | $1.83M | Buy |
11,805
+996
| +9% | +$154K | 0.39% | 68 |
|
|
2019
Q4 | $2.49M | Buy |
10,809
+260
| +2% | +$59.8K | 0.47% | 60 |
|
|
2019
Q3 | $2.19M | Buy |
10,549
+485
| +5% | +$101K | 0.47% | 63 |
|
|
2019
Q2 | $2.06M | Buy |
10,064
+245
| +2% | +$50.1K | 0.46% | 64 |
|
|
2019
Q1 | $1.89M | Buy |
9,819
+1,853
| +23% | +$356K | 0.45% | 69 |
|
|
2018
Q4 | $1.33M | Buy |
7,966
+2,261
| +40% | +$378K | 0.37% | 82 |
|
|
2018
Q3 | $1.28M | Buy |
5,705
+50
| +0.9% | +$11.2K | 0.32% | 96 |
|
|
2018
Q2 | $1.25M | Buy |
5,655
+325
| +6% | +$71.7K | 0.33% | 93 |
|
|
2018
Q1 | $1.34M | Sell |
5,330
-2,727
| -34% | -$687K | 0.38% | 84 |
|
|
2017
Q4 | $2.05M | Buy |
8,057
+1,769
| +28% | +$451K | 0.53% | 60 |
|
|
2017
Q3 | $1.49M | Sell |
6,288
-403
| -6% | -$95.6K | 0.43% | 79 |
|
|
2017
Q2 | $1.49M | Buy |
6,691
+2,813
| +73% | +$624K | 0.43% | 77 |
|
|
2017
Q1 | $891K | Sell |
3,878
-2,809
| -42% | -$645K | 0.28% | 110 |
|
|
2016
Q4 | $1.6M | Buy |
6,687
+195
| +3% | +$46.7K | 0.51% | 62 |
|
|
2016
Q3 | $1.05M | Sell |
6,492
-25
| -0.4% | -$4.03K | 0.37% | 81 |
|
|
2016
Q2 | $968K | Buy |
6,517
+60
| +0.9% | +$8.91K | 0.36% | 89 |
|
|
2016
Q1 | $1.01M | Buy |
6,457
+1,235
| +24% | +$194K | 0.38% | 77 |
|
|
2015
Q4 | $941K | Buy |
5,222
+210
| +4% | +$37.8K | 0.37% | 80 |
|
|
2015
Q3 | $871K | Buy |
5,012
+105
| +2% | +$18.2K | 0.37% | 72 |
|
|
2015
Q2 | $1.02M | Hold |
4,907
| – | – | 0.39% | 73 |
|
|
2015
Q1 | $922K | Buy |
4,907
+1,235
| +34% | +$232K | 0.36% | 73 |
|
|
2014
Q4 | $712K | Buy |
3,672
+110
| +3% | +$21.3K | 0.29% | 93 |
|
|
2014
Q3 | $654K | Hold |
3,562
| – | – | 0.29% | 82 |
|
|
2014
Q2 | $596K | Buy |
3,562
+1,953
| +121% | +$327K | 0.24% | 102 |
|
|
2014
Q1 | $264K | Buy |
+1,609
| New | +$264K | 0.13% | 111 |
|