Tortoise Investment Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $593K | Sell |
701
-680
| -49% | -$607K | 0.05% | 148 |
|
|
2025
Q4 | $1.21M | Sell |
1,381
-4
| -0.3% | -$3.26K | 0.11% | 117 |
|
|
2025
Q3 | $1.1M | Buy |
1,385
+18
| +1% | +$13.3K | 0.1% | 119 |
|
|
2025
Q2 | $967K | Buy |
1,367
+12
| +0.9% | +$6.95K | 0.09% | 120 |
|
|
2025
Q1 | $740K | Hold |
1,355
| – | – | 0.08% | 126 |
|
|
2024
Q4 | $776K | Sell |
1,355
-8
| -0.6% | -$4.46K | 0.08% | 128 |
|
|
2024
Q3 | $675K | Sell |
1,363
-127
| -9% | -$62.1K | 0.07% | 133 |
|
|
2024
Q2 | $674K | Sell |
1,490
-100
| -6% | -$43.9K | 0.08% | 130 |
|
|
2024
Q1 | $664K | Sell |
1,590
-138
| -8% | -$53.6K | 0.08% | 133 |
|
|
2023
Q4 | $667K | Sell |
1,728
-198
| -10% | -$66.1K | 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% | +$218K | 0.1% | 119 |
|
|
2022
Q4 | $446K | Sell |
1,300
-8
| -0.6% | -$2.79K | 0.08% | 140 |
|
|
2022
Q3 | $383K | Sell |
1,308
-9
| -0.7% | -$2.92K | 0.07% | 140 |
|
|
2022
Q2 | $391K | Sell |
1,317
-127
| -9% | -$39.5K | 0.08% | 131 |
|
|
2022
Q1 | $477K | Buy |
1,444
+1,327
| +1,134% | +$469K | 0.09% | 123 |
|
|
2021
Q4 | $45K | Hold |
117
| – | – | 0.01% | 306 |
|
|
2021
Q3 | $44K | Buy |
117
+17
| +17% | +$6.64K | 0.01% | 291 |
|
|
2021
Q2 | $38K | Hold |
100
| – | – | 0.01% | 301 |
|
|
2021
Q1 | $33K | Buy |
100
+50
| +100% | +$15.6K | 0.01% | 297 |
|
|
2020
Q4 | $13K | Hold |
50
| – | – | ﹤0.01% | 376 |
|
|
2020
Q3 | $10K | Buy |
+50
| New | +$10.2K | ﹤0.01% | 382 |
|
|
2019
Q3 | – | Sell |
-163
| Closed | -$33K | – | 613 |
|
|
2019
Q2 | $33K | Buy |
163
+150
| +1,154% | +$29.7K | 0.01% | 283 |
|
|
2019
Q1 | $2K | Sell |
13
-33
| -72% | -$6.37K | ﹤0.01% | 553 |
|
|
2018
Q4 | $8K | Sell |
46
-1,150
| -96% | -$232K | ﹤0.01% | 408 |
|
|
2018
Q3 | $268K | Sell |
1,196
-185
| -13% | -$43K | 0.07% | 124 |
|
|
2018
Q2 | $305K | Hold |
1,381
| – | – | 0.08% | 119 |
|
|
2018
Q1 | $348K | Buy |
1,381
+188
| +16% | +$48.9K | 0.1% | 109 |
|
|
2017
Q4 | $304K | Buy |
1,193
+1
| +0.1% | +$245 | 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% | -$68.6K | 0.09% | 96 |
|
|
2016
Q4 | $353K | Buy |
1,476
+1,015
| +220% | +$206K | 0.12% | 83 |
|
|
2016
Q3 | $74K | Buy |
+461
| New | +$74.9K | 0.03% | 162 |
|
|
2016
Q2 | – | Sell |
-50
| Closed | -$8K | – | 499 |
|
|
2016
Q1 | $8K | Sell |
50
-344
| -87% | -$53.2K | ﹤0.01% | 298 |
|
|
2015
Q4 | $71K | Buy |
394
+344
| +688% | +$63.9K | 0.03% | 180 |
|
|
2015
Q3 | $9K | Hold |
50
| – | – | ﹤0.01% | 302 |
|
|
2015
Q2 | $10K | Sell |
50
-1
| -2% | -$204 | ﹤0.01% | 311 |
|
|
2015
Q1 | $10K | Buy |
51
+50
| +5,000% | +$9.3K | ﹤0.01% | 294 |
|
|
2014
Q4 | $0 | Buy |
+1
| New | +$188 | ﹤0.01% | 481 |
|
|
2013
Q3 | – | Sell |
-41
| Closed | -$6K | – | 380 |
|
|
2013
Q2 | $6K | Buy |
+41
| New | +$6.25K | ﹤0.01% | 277 |
|
Other funds holding GS
VCM
VPM
