WTC
WhitTier Trust Company’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.5M | Buy |
45,894
+951
| +2% | +$673K | 0.74% | 27 |
|
|
2025
Q1 | $24.6M | Buy |
44,943
+965
| +2% | +$527K | 0.62% | 36 |
|
|
2024
Q4 | $25.2M | Buy |
43,978
+8,791
| +25% | +$5.03M | 0.62% | 34 |
|
|
2024
Q3 | $17.4M | Buy |
35,187
+254
| +0.7% | +$126K | 0.45% | 54 |
|
|
2024
Q2 | $15.8M | Buy |
34,933
+303
| +0.9% | +$137K | 0.44% | 51 |
|
|
2024
Q1 | $14.5M | Buy |
34,630
+953
| +3% | +$398K | 0.41% | 59 |
|
|
2023
Q4 | $13M | Buy |
33,677
+125
| +0.4% | +$48.2K | 0.42% | 57 |
|
|
2023
Q3 | $10.9M | Sell |
33,552
-255
| -0.8% | -$82.5K | 0.38% | 61 |
|
|
2023
Q2 | $10.9M | Buy |
33,807
+387
| +1% | +$125K | 0.37% | 64 |
|
|
2023
Q1 | $10.9M | Buy |
33,420
+377
| +1% | +$123K | 0.4% | 63 |
|
|
2022
Q4 | $11.3M | Sell |
33,043
-310
| -0.9% | -$106K | 0.45% | 58 |
|
|
2022
Q3 | $9.77M | Buy |
33,353
+976
| +3% | +$286K | 0.42% | 59 |
|
|
2022
Q2 | $9.62M | Buy |
32,377
+2,693
| +9% | +$800K | 0.4% | 62 |
|
|
2022
Q1 | $9.8M | Buy |
29,684
+2,345
| +9% | +$774K | 0.36% | 69 |
|
|
2021
Q4 | $10.5M | Buy |
27,339
+765
| +3% | +$293K | 0.38% | 64 |
|
|
2021
Q3 | $10M | Buy |
26,574
+258
| +1% | +$97.5K | 0.41% | 57 |
|
|
2021
Q2 | $9.99M | Sell |
26,316
-132
| -0.5% | -$50.1K | 0.42% | 57 |
|
|
2021
Q1 | $8.65M | Buy |
26,448
+2,602
| +11% | +$851K | 0.39% | 64 |
|
|
2020
Q4 | $6.29M | Sell |
23,846
-22
| -0.1% | -$5.8K | 0.31% | 82 |
|
|
2020
Q3 | $4.8M | Buy |
23,868
+496
| +2% | +$99.7K | 0.28% | 89 |
|
|
2020
Q2 | $4.62M | Buy |
23,372
+2,912
| +14% | +$575K | 0.29% | 86 |
|
|
2020
Q1 | $3.16M | Buy |
20,460
+2,529
| +14% | +$391K | 0.24% | 97 |
|
|
2019
Q4 | $4.12M | Buy |
17,931
+765
| +4% | +$176K | 0.26% | 94 |
|
|
2019
Q3 | $3.56M | Buy |
17,166
+150
| +0.9% | +$31.1K | 0.25% | 96 |
|
|
2019
Q2 | $3.48M | Buy |
17,016
+216
| +1% | +$44.2K | 0.25% | 98 |
|
|
2019
Q1 | $3.23M | Buy |
16,800
+267
| +2% | +$51.3K | 0.24% | 105 |
|
|
2018
Q4 | $2.76M | Buy |
16,533
+402
| +2% | +$67.2K | 0.23% | 104 |
|
|
2018
Q3 | $3.62M | Buy |
16,131
+94
| +0.6% | +$21.1K | 0.26% | 100 |
|
|
2018
Q2 | $3.54M | Sell |
16,037
-15
| -0.1% | -$3.31K | 0.28% | 93 |
|
|
2018
Q1 | $4.04M | Buy |
16,052
+302
| +2% | +$76.1K | 0.33% | 80 |
|
|
2017
Q4 | $4.01M | Buy |
15,750
+288
| +2% | +$73.4K | 0.34% | 80 |
|
|
2017
Q3 | $3.67M | Buy |
15,462
+159
| +1% | +$37.7K | 0.34% | 83 |
|
|
2017
Q2 | $3.4M | Buy |
15,303
+598
| +4% | +$133K | 0.33% | 87 |
|
|
2017
Q1 | $3.38M | Buy |
14,705
+74
| +0.5% | +$17K | 0.34% | 84 |
|
|
2016
Q4 | $3.5M | Buy |
14,631
+286
| +2% | +$68.5K | 0.37% | 79 |
|
|
2016
Q3 | $2.31M | Sell |
14,345
-276
| -2% | -$44.5K | 0.26% | 94 |
|
|
2016
Q2 | $2.17M | Sell |
14,621
-442
| -3% | -$65.7K | 0.25% | 98 |
|
|
2016
Q1 | $2.37M | Sell |
15,063
-49
| -0.3% | -$7.69K | 0.28% | 87 |
|
|
2015
Q4 | $2.72M | Buy |
15,112
+814
| +6% | +$147K | 0.32% | 77 |
|
|
2015
Q3 | $2.48M | Buy |
14,298
+708
| +5% | +$123K | 0.3% | 82 |
|
|
2015
Q2 | $2.84M | Buy |
13,590
+996
| +8% | +$208K | 0.32% | 80 |
|
|
2015
Q1 | $2.37M | Buy |
12,594
+996
| +9% | +$187K | 0.26% | 95 |
|
|
2014
Q4 | $2.25M | Buy |
11,598
+60
| +0.5% | +$11.6K | 0.25% | 92 |
|
|
2014
Q3 | $2.12M | Buy |
11,538
+139
| +1% | +$25.5K | 0.24% | 95 |
|
|
2014
Q2 | $1.91M | Buy |
11,399
+114
| +1% | +$19.1K | 0.21% | 109 |
|
|
2014
Q1 | $1.85M | Sell |
11,285
-91
| -0.8% | -$14.9K | 0.22% | 104 |
|
|
2013
Q4 | $2.02M | Buy |
11,376
+34
| +0.3% | +$6.03K | 0.24% | 96 |
|
|
2013
Q3 | $1.79M | Buy |
11,342
+2,404
| +27% | +$380K | 0.24% | 96 |
|
|
2013
Q2 | $1.35M | Buy |
+8,938
| New | +$1.35M | 0.2% | 113 |
|