Woodmont Investment Counsel’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 | $623K | Sell |
881
-82
| -9% | -$58K | 0.04% | 184 |
|
2025
Q1 | $526K | Buy |
963
+8
| +0.8% | +$4.37K | 0.04% | 188 |
|
2024
Q4 | $547K | Sell |
955
-389
| -29% | -$223K | 0.04% | 178 |
|
2024
Q3 | $665K | Hold |
1,344
| – | – | 0.05% | 163 |
|
2024
Q2 | $608K | Hold |
1,344
| – | – | 0.05% | 165 |
|
2024
Q1 | $561K | Buy |
1,344
+700
| +109% | +$292K | 0.05% | 173 |
|
2023
Q4 | $248K | Buy |
+644
| New | +$248K | 0.02% | 224 |
|
2023
Q3 | – | Sell |
-655
| Closed | -$211K | – | 232 |
|
2023
Q2 | $211K | Hold |
655
| – | – | 0.02% | 228 |
|
2023
Q1 | $214K | Buy |
+655
| New | +$214K | 0.02% | 228 |
|
2022
Q1 | – | Sell |
-550
| Closed | -$210K | – | 250 |
|
2021
Q4 | $210K | Sell |
550
-10
| -2% | -$3.82K | 0.03% | 209 |
|
2021
Q3 | $212K | Sell |
560
-30
| -5% | -$11.4K | 0.03% | 199 |
|
2021
Q2 | $224K | Sell |
590
-75
| -11% | -$28.5K | 0.04% | 187 |
|
2021
Q1 | $217K | Buy |
+665
| New | +$217K | 0.04% | 181 |
|
2020
Q1 | – | Sell |
-1,145
| Closed | -$263K | – | 177 |
|
2019
Q4 | $263K | Hold |
1,145
| – | – | 0.06% | 163 |
|
2019
Q3 | $237K | Hold |
1,145
| – | – | 0.06% | 164 |
|
2019
Q2 | $234K | Hold |
1,145
| – | – | 0.06% | 164 |
|
2019
Q1 | $220K | Buy |
+1,145
| New | +$220K | 0.06% | 167 |
|
2018
Q4 | – | Sell |
-1,145
| Closed | -$257K | – | 178 |
|
2018
Q3 | $257K | Sell |
1,145
-50
| -4% | -$11.2K | 0.07% | 151 |
|
2018
Q2 | $264K | Hold |
1,195
| – | – | 0.07% | 145 |
|
2018
Q1 | $301K | Sell |
1,195
-100
| -8% | -$25.2K | 0.08% | 148 |
|
2017
Q4 | $330K | Hold |
1,295
| – | – | 0.09% | 154 |
|
2017
Q3 | $307K | Hold |
1,295
| – | – | 0.08% | 154 |
|
2017
Q2 | $287K | Sell |
1,295
-300
| -19% | -$66.5K | 0.08% | 151 |
|
2017
Q1 | $382K | Hold |
1,595
| – | – | 0.11% | 148 |
|
2016
Q4 | $382K | Sell |
1,595
-16
| -1% | -$3.83K | 0.11% | 150 |
|
2016
Q3 | $260K | Sell |
1,611
-4
| -0.2% | -$646 | 0.07% | 160 |
|
2016
Q2 | $240K | Buy |
1,615
+120
| +8% | +$17.8K | 0.07% | 170 |
|
2016
Q1 | $235K | Buy |
1,495
+100
| +7% | +$15.7K | 0.07% | 162 |
|
2015
Q4 | $251K | Hold |
1,395
| – | – | 0.07% | 164 |
|
2015
Q3 | $242K | Hold |
1,395
| – | – | 0.07% | 165 |
|
2015
Q2 | $291K | Sell |
1,395
-50
| -3% | -$10.4K | 0.08% | 159 |
|
2015
Q1 | $272K | Sell |
1,445
-50
| -3% | -$9.41K | 0.08% | 153 |
|
2014
Q4 | $290K | Hold |
1,495
| – | – | 0.09% | 155 |
|
2014
Q3 | $274K | Sell |
1,495
-140
| -9% | -$25.7K | 0.08% | 183 |
|
2014
Q2 | $274K | Sell |
1,635
-25
| -2% | -$4.19K | 0.08% | 183 |
|
2014
Q1 | $272K | Sell |
1,660
-350
| -17% | -$57.3K | 0.08% | 182 |
|
2013
Q4 | $356K | Sell |
2,010
-150
| -7% | -$26.6K | 0.11% | 160 |
|
2013
Q3 | $342K | Sell |
2,160
-100
| -4% | -$15.8K | 0.12% | 136 |
|
2013
Q2 | $342K | Buy |
+2,260
| New | +$342K | 0.11% | 163 |
|