Van Hulzen Asset 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
Q1 | – | Sell |
-40
| Closed | -$22.9K | – | 613 |
|
|
2024
Q4 | $22.9K | Buy |
+40
| New | +$22.9K | ﹤0.01% | 655 |
|
|
2023
Q1 | – | Sell |
-8,019
| Closed | -$2.75M | – | 310 |
|
|
2022
Q4 | $2.75M | Buy |
8,019
+6,000
| +297% | +$2.06M | 0.32% | 70 |
|
|
2022
Q3 | $592K | Buy |
2,019
+500
| +33% | +$147K | 0.07% | 152 |
|
|
2022
Q2 | $451K | Buy |
1,519
+377
| +33% | +$112K | 0.05% | 176 |
|
|
2022
Q1 | $377K | Buy |
+1,142
| New | +$377K | 0.04% | 205 |
|
|
2021
Q1 | – | Sell |
-1,543
| Closed | -$407K | – | 288 |
|
|
2020
Q4 | $407K | Buy |
1,543
+470
| +44% | +$124K | 0.06% | 173 |
|
|
2020
Q3 | $216K | Buy |
+1,073
| New | +$216K | 0.03% | 236 |
|
|
2020
Q1 | – | Sell |
-900
| Closed | -$207K | – | 266 |
|
|
2019
Q4 | $207K | Buy |
+900
| New | +$207K | 0.04% | 263 |
|