Tortoise Investment 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 | $967K | Buy |
1,367
+12
| +0.9% | +$8.49K | 0.09% | 120 |
|
|
2025
Q1 | $740K | Hold |
1,355
| – | – | 0.08% | 126 |
|
|
2024
Q4 | $776K | Sell |
1,355
-8
| -0.6% | -$4.58K | 0.08% | 128 |
|
|
2024
Q3 | $675K | Sell |
1,363
-127
| -9% | -$62.9K | 0.07% | 133 |
|
|
2024
Q2 | $674K | Sell |
1,490
-100
| -6% | -$45.2K | 0.08% | 130 |
|
|
2024
Q1 | $664K | Sell |
1,590
-138
| -8% | -$57.6K | 0.08% | 133 |
|
|
2023
Q4 | $667K | Sell |
1,728
-198
| -10% | -$76.4K | 0.09% | 131 |
|
|
2023
Q3 | $623K | Hold |
1,926
| – | – | 0.09% | 127 |
|
|
2023
Q2 | $621K | Hold |
1,926
| – | – | 0.09% | 130 |
|
|
2023
Q1 | $630K | Buy |
1,926
+626
| +48% | +$205K | 0.1% | 119 |
|
|
2022
Q4 | $446K | Sell |
1,300
-8
| -0.6% | -$2.75K | 0.08% | 140 |
|
|
2022
Q3 | $383K | Sell |
1,308
-9
| -0.7% | -$2.64K | 0.07% | 140 |
|
|
2022
Q2 | $391K | Sell |
1,317
-127
| -9% | -$37.7K | 0.08% | 131 |
|
|
2022
Q1 | $477K | Buy |
1,444
+1,327
| +1,134% | +$438K | 0.09% | 123 |
|
|
2021
Q4 | $45K | Hold |
117
| – | – | 0.01% | 306 |
|
|
2021
Q3 | $44K | Buy |
117
+17
| +17% | +$6.39K | 0.01% | 291 |
|
|
2021
Q2 | $38K | Hold |
100
| – | – | 0.01% | 300 |
|
|
2021
Q1 | $33K | Buy |
100
+50
| +100% | +$16.5K | 0.01% | 295 |
|
|
2020
Q4 | $13K | Hold |
50
| – | – | ﹤0.01% | 375 |
|
|
2020
Q3 | $10K | Buy |
+50
| New | +$10K | ﹤0.01% | 379 |
|
|
2019
Q3 | – | Sell |
-163
| Closed | -$33K | – | 608 |
|
|
2019
Q2 | $33K | Buy |
163
+150
| +1,154% | +$30.4K | 0.01% | 283 |
|
|
2019
Q1 | $2K | Sell |
13
-33
| -72% | -$5.08K | ﹤0.01% | 549 |
|
|
2018
Q4 | $8K | Sell |
46
-1,150
| -96% | -$200K | ﹤0.01% | 407 |
|
|
2018
Q3 | $268K | Sell |
1,196
-185
| -13% | -$41.5K | 0.07% | 124 |
|
|
2018
Q2 | $305K | Hold |
1,381
| – | – | 0.08% | 119 |
|
|
2018
Q1 | $348K | Buy |
1,381
+188
| +16% | +$47.4K | 0.1% | 109 |
|
|
2017
Q4 | $304K | Buy |
1,193
+1
| +0.1% | +$255 | 0.09% | 115 |
|
|
2017
Q3 | $283K | Hold |
1,192
| – | – | 0.09% | 115 |
|
|
2017
Q2 | $265K | Hold |
1,192
| – | – | 0.09% | 108 |
|
|
2017
Q1 | $274K | Sell |
1,192
-284
| -19% | -$65.3K | 0.09% | 96 |
|
|
2016
Q4 | $353K | Buy |
1,476
+1,015
| +220% | +$243K | 0.12% | 83 |
|
|
2016
Q3 | $74K | Buy |
+461
| New | +$74K | 0.03% | 162 |
|
|
2016
Q2 | – | Sell |
-50
| Closed | -$8K | – | 498 |
|
|
2016
Q1 | $8K | Sell |
50
-344
| -87% | -$55K | ﹤0.01% | 297 |
|
|
2015
Q4 | $71K | Buy |
394
+344
| +688% | +$62K | 0.03% | 180 |
|
|
2015
Q3 | $9K | Hold |
50
| – | – | ﹤0.01% | 302 |
|
|
2015
Q2 | $10K | Sell |
50
-1
| -2% | -$200 | ﹤0.01% | 310 |
|
|
2015
Q1 | $10K | Buy |
51
+50
| +5,000% | +$9.8K | ﹤0.01% | 293 |
|
|
2014
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 475 |
|
|
2013
Q3 | – | Sell |
-41
| Closed | -$6K | – | 354 |
|
|
2013
Q2 | $6K | Buy |
+41
| New | +$6K | ﹤0.01% | 270 |
|