Shelton Capital Management’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 | $27M | Buy |
38,213
+4,552
| +14% | +$3.22M | 0.62% | 29 |
|
|
2025
Q1 | $18.4M | Buy |
33,661
+8,377
| +33% | +$4.58M | 0.44% | 56 |
|
|
2024
Q4 | $14.5M | Buy |
25,284
+5,667
| +29% | +$3.25M | 0.36% | 58 |
|
|
2024
Q3 | $9.71M | Buy |
19,617
+17,666
| +905% | +$8.75M | 0.25% | 97 |
|
|
2024
Q2 | $882K | Hold |
1,951
| – | – | 0.02% | 275 |
|
|
2024
Q1 | $815K | Sell |
1,951
-5,725
| -75% | -$2.39M | 0.02% | 284 |
|
|
2023
Q4 | $2.96M | Sell |
7,676
-3,335
| -30% | -$1.29M | 0.09% | 210 |
|
|
2023
Q3 | $3.56M | Buy |
11,011
+5,600
| +103% | +$1.81M | 0.13% | 182 |
|
|
2023
Q2 | $1.75M | Buy |
5,411
+125
| +2% | +$40.3K | 0.06% | 235 |
|
|
2023
Q1 | $1.73M | Buy |
5,286
+2,086
| +65% | +$682K | 0.07% | 212 |
|
|
2022
Q4 | $1.1M | Sell |
3,200
-3,639
| -53% | -$1.25M | 0.12% | 198 |
|
|
2022
Q3 | $2M | Sell |
6,839
-1,600
| -19% | -$469K | 0.1% | 192 |
|
|
2022
Q2 | $2.51M | Hold |
8,439
| – | – | 0.11% | 185 |
|
|
2022
Q1 | $2.79M | Hold |
8,439
| – | – | 0.1% | 200 |
|
|
2021
Q4 | $3.23M | Sell |
8,439
-49
| -0.6% | -$18.7K | 0.11% | 185 |
|
|
2021
Q3 | $3.21M | Sell |
8,488
-4,259
| -33% | -$1.61M | 0.13% | 178 |
|
|
2021
Q2 | $4.84M | Hold |
12,747
| – | – | 0.18% | 121 |
|
|
2021
Q1 | $4.17M | Sell |
12,747
-1,784
| -12% | -$583K | 0.15% | 142 |
|
|
2020
Q4 | $3.83M | Buy |
14,531
+2,650
| +22% | +$699K | 0.17% | 117 |
|
|
2020
Q3 | $2.39M | Buy |
11,881
+4,339
| +58% | +$872K | 0.1% | 224 |
|
|
2020
Q2 | $1.49M | Sell |
7,542
-3,093
| -29% | -$611K | 0.08% | 206 |
|
|
2020
Q1 | $1.64M | Hold |
10,635
| – | – | 0.12% | 154 |
|
|
2019
Q4 | $2.45M | Sell |
10,635
-8,034
| -43% | -$1.85M | 0.14% | 143 |
|
|
2019
Q3 | $3.87M | Hold |
18,669
| – | – | 0.23% | 87 |
|
|
2019
Q2 | $3.82M | Buy |
18,669
+15,085
| +421% | +$3.09M | 0.22% | 90 |
|
|
2019
Q1 | $18.7K | Sell |
3,584
-15,085
| -81% | -$78.6K | 0.07% | 241 |
|
|
2018
Q4 | $3.12M | Sell |
18,669
-800
| -4% | -$134K | 0.21% | 99 |
|
|
2018
Q3 | $4.37M | Sell |
19,469
-35
| -0.2% | -$7.85K | 0.25% | 93 |
|
|
2018
Q2 | $4.3M | Buy |
19,504
+635
| +3% | +$140K | 0.27% | 84 |
|
|
2018
Q1 | $4.75M | Hold |
18,869
| – | – | 0.31% | 68 |
|
|
2017
Q4 | $4.81M | Hold |
18,869
| – | – | 0.31% | 74 |
|
|
2017
Q3 | $4.48M | Hold |
18,869
| – | – | 0.3% | 72 |
|
|
2017
Q2 | $4.19M | Hold |
18,869
| – | – | 0.3% | 72 |
|
|
2017
Q1 | $4.34M | Sell |
18,869
-221
| -1% | -$50.8K | 0.3% | 62 |
|
|
2016
Q4 | $4.57M | Sell |
19,090
-8,200
| -30% | -$1.96M | 0.35% | 51 |
|
|
2016
Q3 | $4.4M | Sell |
27,290
-100
| -0.4% | -$16.1K | 0.37% | 49 |
|
|
2016
Q2 | $4.07M | Sell |
27,390
-500
| -2% | -$74.3K | 0.36% | 51 |
|
|
2016
Q1 | $4.38M | Hold |
27,890
| – | – | 0.4% | 45 |
|
|
2015
Q4 | $5.03M | Sell |
27,890
-5,328
| -16% | -$960K | 0.49% | 37 |
|
|
2015
Q3 | $5.77M | Sell |
33,218
-1,900
| -5% | -$330K | 0.64% | 26 |
|
|
2015
Q2 | $7.33M | Sell |
35,118
-1,575
| -4% | -$329K | 0.76% | 21 |
|
|
2015
Q1 | $6.9M | Sell |
36,693
-200
| -0.5% | -$37.6K | 0.75% | 20 |
|
|
2014
Q4 | $7.15M | Sell |
36,893
-200
| -0.5% | -$38.8K | 0.83% | 18 |
|
|
2014
Q3 | $6.81M | Buy |
37,093
+500
| +1% | +$91.8K | 0.92% | 15 |
|
|
2014
Q2 | $6.13M | Hold |
36,593
| – | – | 0.86% | 14 |
|
|
2014
Q1 | $6M | Sell |
36,593
-100
| -0.3% | -$16.4K | 0.88% | 14 |
|
|
2013
Q4 | $6.5M | Buy |
36,693
+3,028
| +9% | +$537K | 0.98% | 13 |
|
|
2013
Q3 | $5.33M | Buy |
33,665
+1,500
| +5% | +$237K | 0.89% | 16 |
|
|
2013
Q2 | $4.87M | Buy |
+32,165
| New | +$4.87M | 0.89% | 17 |
|