WIM
Wittenberg Investment Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
1,796
-133
| -7% | -$94.1K | 0.56% | 33 |
|
|
2025
Q1 | $1.05M | Sell |
1,929
-300
| -13% | -$164K | 0.48% | 33 |
|
|
2024
Q4 | $1.28M | Sell |
2,229
-275
| -11% | -$157K | 0.5% | 30 |
|
|
2024
Q3 | $1.24M | Sell |
2,504
-125
| -5% | -$61.9K | 0.4% | 38 |
|
|
2024
Q2 | $1.19M | Hold |
2,629
| – | – | 0.41% | 39 |
|
|
2024
Q1 | $1.1M | Hold |
2,629
| – | – | 0.37% | 44 |
|
|
2023
Q4 | $1.01M | Sell |
2,629
-200
| -7% | -$77.2K | 0.35% | 44 |
|
|
2023
Q3 | $915K | Buy |
2,829
+100
| +4% | +$32.4K | 0.34% | 45 |
|
|
2023
Q2 | $880K | Sell |
2,729
-500
| -15% | -$161K | 0.32% | 46 |
|
|
2023
Q1 | $1.06M | Hold |
3,229
| – | – | 0.39% | 45 |
|
|
2022
Q4 | $1.11M | Sell |
3,229
-73
| -2% | -$25.1K | 0.45% | 42 |
|
|
2022
Q3 | $968K | Sell |
3,302
-1,100
| -25% | -$322K | 0.41% | 44 |
|
|
2022
Q2 | $1.31M | Buy |
4,402
+1,800
| +69% | +$534K | 0.55% | 37 |
|
|
2022
Q1 | $859K | Hold |
2,602
| – | – | 0.32% | 43 |
|
|
2021
Q4 | $995K | Sell |
2,602
-200
| -7% | -$76.5K | 0.36% | 39 |
|
|
2021
Q3 | $1.06M | Hold |
2,802
| – | – | 0.41% | 34 |
|
|
2021
Q2 | $1.06M | Buy |
2,802
+142
| +5% | +$53.9K | 0.43% | 34 |
|
|
2021
Q1 | $870K | Hold |
2,660
| – | – | 0.4% | 34 |
|
|
2020
Q4 | $701K | Hold |
2,660
| – | – | 0.34% | 36 |
|
|
2020
Q3 | $535K | Hold |
2,660
| – | – | 0.29% | 40 |
|
|
2020
Q2 | $526K | Sell |
2,660
-9,033
| -77% | -$1.79M | 0.29% | 41 |
|
|
2020
Q1 | $1.81M | Sell |
11,693
-5,084
| -30% | -$786K | 0.99% | 22 |
|
|
2019
Q4 | $3.86M | Sell |
16,777
-2,050
| -11% | -$471K | 1.5% | 20 |
|
|
2019
Q3 | $3.9M | Sell |
18,827
-2,836
| -13% | -$588K | 1.7% | 16 |
|
|
2019
Q2 | $4.43M | Sell |
21,663
-6,325
| -23% | -$1.29M | 1.89% | 13 |
|
|
2019
Q1 | $5.37M | Sell |
27,988
-6,075
| -18% | -$1.17M | 2.27% | 11 |
|
|
2018
Q4 | $5.69M | Buy |
34,063
+20,295
| +147% | +$3.39M | 2.68% | 8 |
|
|
2018
Q3 | $3.09M | Hold |
13,768
| – | – | 1.26% | 19 |
|
|
2018
Q2 | $3.04M | Hold |
13,768
| – | – | 1.28% | 19 |
|
|
2018
Q1 | $3.47M | Sell |
13,768
-100
| -0.7% | -$25.2K | 1.49% | 17 |
|
|
2017
Q4 | $3.53M | Hold |
13,868
| – | – | 1.54% | 16 |
|
|
2017
Q3 | $3.29M | Hold |
13,868
| – | – | 1.41% | 17 |
|
|
2017
Q2 | $3.08M | Hold |
13,868
| – | – | 1.4% | 16 |
|
|
2017
Q1 | $3.19M | Sell |
13,868
-6,780
| -33% | -$1.56M | 1.54% | 15 |
|
|
2016
Q4 | $4.94M | Buy |
+20,648
| New | +$4.94M | 2.25% | 11 |
|