True North Advisors’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 | $226K | Buy |
+320
| New | +$226K | 0.04% | 210 |
|
|
2023
Q4 | – | Sell |
-1,293
| Closed | -$418K | – | 205 |
|
|
2023
Q3 | $418K | Sell |
1,293
-1,207
| -48% | -$391K | 0.13% | 118 |
|
|
2023
Q2 | $806K | Sell |
2,500
-1,234
| -33% | -$398K | 0.23% | 86 |
|
|
2023
Q1 | $1.22M | Sell |
3,734
-180
| -5% | -$58.9K | 0.36% | 72 |
|
|
2022
Q4 | $1.34M | Buy |
3,914
+180
| +5% | +$61.8K | 0.46% | 59 |
|
|
2022
Q3 | $1.09M | Hold |
3,734
| – | – | 0.36% | 73 |
|
|
2022
Q2 | $1.11M | Hold |
3,734
| – | – | 0.35% | 73 |
|
|
2022
Q1 | $1.23M | Sell |
3,734
-5,009
| -57% | -$1.65M | 0.33% | 71 |
|
|
2021
Q4 | $3.34M | Sell |
8,743
-22
| -0.3% | -$8.42K | 0.56% | 40 |
|
|
2021
Q3 | $3.31M | Hold |
8,765
| – | – | 0.65% | 35 |
|
|
2021
Q2 | $3.33M | Hold |
8,765
| – | – | 0.69% | 29 |
|
|
2021
Q1 | $2.87M | Hold |
8,765
| – | – | 0.68% | 30 |
|
|
2020
Q4 | $2.31M | Sell |
8,765
-87
| -1% | -$22.9K | 0.59% | 42 |
|
|
2020
Q3 | $1.78M | Sell |
8,852
-4,913
| -36% | -$987K | 0.52% | 48 |
|
|
2020
Q2 | $2.72M | Buy |
13,765
+3,709
| +37% | +$733K | 0.65% | 34 |
|
|
2020
Q1 | $1.55M | Sell |
10,056
-15
| -0.1% | -$2.32K | 0.53% | 44 |
|
|
2019
Q4 | $2.32M | Buy |
+10,071
| New | +$2.32M | 0.65% | 38 |
|