West Family Investments’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 | $892K | Buy |
1,261
+680
| +117% | +$481K | 0.23% | 88 |
|
|
2025
Q1 | $317K | Buy |
581
+52
| +10% | +$28.4K | 0.12% | 161 |
|
|
2024
Q4 | $303K | Sell |
529
-183
| -26% | -$105K | 0.11% | 189 |
|
|
2024
Q3 | $353K | Buy |
712
+99
| +16% | +$49K | 0.12% | 169 |
|
|
2024
Q2 | $277K | Buy |
613
+123
| +25% | +$55.6K | 0.08% | 188 |
|
|
2024
Q1 | $205K | Buy |
+490
| New | +$205K | 0.06% | 244 |
|
|
2023
Q2 | – | Sell |
-1,279
| Closed | -$418K | – | 244 |
|
|
2023
Q1 | $418K | Sell |
1,279
-34
| -3% | -$11.1K | 0.17% | 99 |
|
|
2022
Q4 | $451K | Buy |
1,313
+15
| +1% | +$5.15K | 0.15% | 109 |
|
|
2022
Q3 | $380K | Buy |
1,298
+131
| +11% | +$38.4K | 0.16% | 118 |
|
|
2022
Q2 | $347K | Buy |
+1,167
| New | +$347K | 0.14% | 131 |
|
|
2021
Q4 | – | Sell |
-927
| Closed | -$350K | – | 343 |
|
|
2021
Q3 | $350K | Buy |
927
+146
| +19% | +$55.1K | 0.09% | 190 |
|
|
2021
Q2 | $296K | Sell |
781
-1,616
| -67% | -$612K | 0.08% | 232 |
|
|
2021
Q1 | $784K | Buy |
2,397
+20
| +0.8% | +$6.54K | 0.29% | 65 |
|
|
2020
Q4 | $627 | Hold |
2,377
| – | – | 0.19% | 78 |
|
|
2020
Q3 | $478K | Sell |
2,377
-37,023
| -94% | -$7.45M | 0.18% | 62 |
|
|
2020
Q2 | $9.06M | Hold |
39,400
| – | – | 2.19% | 11 |
|
|
2020
Q1 | $6.09M | Hold |
39,400
| – | – | 2.42% | 9 |
|
|
2019
Q4 | $9.06M | Hold |
39,400
| – | – | 2.19% | 11 |
|
|
2019
Q3 | $8.17M | Hold |
39,400
| – | – | 2.03% | 14 |
|
|
2019
Q2 | $8.06M | Hold |
39,400
| – | – | 2.03% | 13 |
|
|
2019
Q1 | $7.56M | Hold |
39,400
| – | – | 1.89% | 14 |
|
|
2018
Q4 | $6.58M | Hold |
39,400
| – | – | 1.7% | 17 |
|
|
2018
Q3 | $8.84M | Hold |
39,400
| – | – | 2.09% | 12 |
|
|
2018
Q2 | $8.69M | Hold |
39,400
| – | – | 2.14% | 12 |
|
|
2018
Q1 | $9.92M | Hold |
39,400
| – | – | 2.62% | 8 |
|
|
2017
Q4 | $10M | Sell |
39,400
-10,000
| -20% | -$2.55M | 2.58% | 8 |
|
|
2017
Q3 | $11.7K | Hold |
49,400
| – | – | 1.42% | 7 |
|
|
2017
Q2 | $7.88M | Hold |
49,400
| – | – | 1.73% | 15 |
|
|
2017
Q1 | $11.3M | Sell |
49,400
-19,600
| -28% | -$4.5M | 2.18% | 10 |
|
|
2016
Q4 | $16.5M | Hold |
69,000
| – | – | 2.91% | 7 |
|
|
2016
Q3 | $11.1M | Sell |
69,000
-400
| -0.6% | -$64.5K | 2.07% | 11 |
|
|
2016
Q2 | $10.3M | Hold |
69,400
| – | – | 1.88% | 12 |
|
|
2016
Q1 | $10.9M | Hold |
69,400
| – | – | 1.79% | 10 |
|
|
2015
Q4 | $12.5M | Hold |
69,400
| – | – | 3.21% | 8 |
|
|
2015
Q3 | $12.1M | Hold |
69,400
| – | – | 2.49% | 11 |
|
|
2015
Q2 | $14.5M | Sell |
69,400
-10,000
| -13% | -$2.09M | 3.08% | 6 |
|
|
2015
Q1 | $14.9M | Hold |
79,400
| – | – | 3.06% | 6 |
|
|
2014
Q4 | $15.4M | Hold |
79,400
| – | – | 3.03% | 6 |
|
|
2014
Q3 | $14.6M | Hold |
79,400
| – | – | 3.04% | 6 |
|
|
2014
Q2 | $13.3M | Hold |
79,400
| – | – | 2.76% | 8 |
|
|
2014
Q1 | $13M | Sell |
79,400
-10,000
| -11% | -$1.64M | 2.85% | 8 |
|
|
2013
Q4 | $15.8M | Hold |
89,400
| – | – | 3.64% | 5 |
|
|
2013
Q3 | $14.1M | Hold |
89,400
| – | – | 3.58% | 6 |
|
|
2013
Q2 | $13.5M | Buy |
+89,400
| New | +$13.5M | 3.58% | 6 |
|