Welch Group’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 | $11.6M | Buy |
16,404
+501
| +3% | +$355K | 0.49% | 39 |
|
2025
Q1 | $8.64M | Buy |
15,903
+35
| +0.2% | +$19K | 0.38% | 44 |
|
2024
Q4 | $9.1M | Buy |
15,868
+146
| +0.9% | +$83.7K | 0.41% | 43 |
|
2024
Q3 | $7.78M | Buy |
15,722
+606
| +4% | +$300K | 0.34% | 45 |
|
2024
Q2 | $6.84M | Buy |
15,116
+306
| +2% | +$138K | 0.33% | 45 |
|
2024
Q1 | $6.19M | Buy |
14,810
+809
| +6% | +$338K | 0.31% | 51 |
|
2023
Q4 | $5.4M | Buy |
14,001
+290
| +2% | +$112K | 0.29% | 51 |
|
2023
Q3 | $4.44M | Buy |
13,711
+468
| +4% | +$151K | 0.26% | 53 |
|
2023
Q2 | $4.27M | Buy |
13,243
+971
| +8% | +$313K | 0.24% | 55 |
|
2023
Q1 | $4.01M | Buy |
12,272
+460
| +4% | +$150K | 0.23% | 54 |
|
2022
Q4 | $4.06M | Buy |
11,812
+409
| +4% | +$140K | 0.23% | 48 |
|
2022
Q3 | $3.34M | Buy |
11,403
+376
| +3% | +$110K | 0.22% | 51 |
|
2022
Q2 | $3.28M | Buy |
11,027
+835
| +8% | +$248K | 0.2% | 52 |
|
2022
Q1 | $3.37M | Buy |
10,192
+1,329
| +15% | +$439K | 0.19% | 58 |
|
2021
Q4 | $3.39M | Buy |
8,863
+353
| +4% | +$135K | 0.2% | 56 |
|
2021
Q3 | $3.22M | Buy |
8,510
+1,155
| +16% | +$437K | 0.22% | 55 |
|
2021
Q2 | $2.79M | Buy |
7,355
+843
| +13% | +$320K | 0.19% | 54 |
|
2021
Q1 | $2.13M | Buy |
6,512
+2,089
| +47% | +$683K | 0.15% | 57 |
|
2020
Q4 | $1.17M | Buy |
4,423
+726
| +20% | +$191K | 0.09% | 68 |
|
2020
Q3 | $743K | Buy |
3,697
+89
| +2% | +$17.9K | 0.06% | 75 |
|
2020
Q2 | $713K | Buy |
3,608
+351
| +11% | +$69.4K | 0.07% | 71 |
|
2020
Q1 | $504K | Buy |
3,257
+761
| +30% | +$118K | 0.05% | 77 |
|
2019
Q4 | $574K | Buy |
2,496
+56
| +2% | +$12.9K | 0.06% | 73 |
|
2019
Q3 | $506K | Sell |
2,440
-77
| -3% | -$16K | 0.05% | 73 |
|
2019
Q2 | $515K | Buy |
2,517
+178
| +8% | +$36.4K | 0.06% | 70 |
|
2019
Q1 | $449K | Buy |
2,339
+816
| +54% | +$157K | 0.05% | 76 |
|
2018
Q4 | $254K | Sell |
1,523
-472
| -24% | -$78.7K | 0.03% | 100 |
|
2018
Q3 | $447 | Buy |
1,995
+146
| +8% | +$33 | 0.05% | 78 |
|
2018
Q2 | $408K | Buy |
1,849
+115
| +7% | +$25.4K | 0.05% | 77 |
|
2018
Q1 | $437K | Sell |
1,734
-11
| -0.6% | -$2.77K | 0.06% | 76 |
|
2017
Q4 | $445K | Sell |
1,745
-196
| -10% | -$50K | 0.07% | 71 |
|
2017
Q3 | $460K | Sell |
1,941
-118
| -6% | -$28K | 0.08% | 60 |
|
2017
Q2 | $457K | Buy |
2,059
+275
| +15% | +$61K | 0.08% | 76 |
|
2017
Q1 | $410K | Buy |
1,784
+528
| +42% | +$121K | 0.08% | 59 |
|
2016
Q4 | $301K | Hold |
1,256
| – | – | 0.06% | 74 |
|
2016
Q3 | $203K | Buy |
+1,256
| New | +$203K | 0.04% | 88 |
|