Appleton Partners’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 | $3.86M | Sell |
5,448
-95
| -2% | -$67.2K | 0.27% | 83 |
|
|
2025
Q1 | $3.03M | Sell |
5,543
-359
| -6% | -$196K | 0.23% | 90 |
|
|
2024
Q4 | $3.38M | Sell |
5,902
-264
| -4% | -$151K | 0.25% | 88 |
|
|
2024
Q3 | $3.05M | Sell |
6,166
-32
| -0.5% | -$15.8K | 0.22% | 93 |
|
|
2024
Q2 | $2.8M | Sell |
6,198
-197
| -3% | -$89.1K | 0.22% | 93 |
|
|
2024
Q1 | $2.67M | Sell |
6,395
-1,358
| -18% | -$567K | 0.21% | 99 |
|
|
2023
Q4 | $2.99M | Sell |
7,753
-863
| -10% | -$333K | 0.24% | 91 |
|
|
2023
Q3 | $2.79M | Sell |
8,616
-905
| -10% | -$293K | 0.25% | 90 |
|
|
2023
Q2 | $3.07M | Sell |
9,521
-1,582
| -14% | -$510K | 0.26% | 87 |
|
|
2023
Q1 | $3.63M | Sell |
11,103
-521
| -4% | -$170K | 0.32% | 77 |
|
|
2022
Q4 | $3.99M | Sell |
11,624
-92
| -0.8% | -$31.6K | 0.38% | 70 |
|
|
2022
Q3 | $3.43M | Sell |
11,716
-471
| -4% | -$138K | 0.34% | 75 |
|
|
2022
Q2 | $3.62M | Sell |
12,187
-65
| -0.5% | -$19.3K | 0.34% | 81 |
|
|
2022
Q1 | $4.04M | Sell |
12,252
-213
| -2% | -$70.3K | 0.33% | 82 |
|
|
2021
Q4 | $4.77M | Sell |
12,465
-189
| -1% | -$72.3K | 0.36% | 78 |
|
|
2021
Q3 | $4.78M | Sell |
12,654
-383
| -3% | -$145K | 0.4% | 74 |
|
|
2021
Q2 | $4.95M | Sell |
13,037
-977
| -7% | -$371K | 0.42% | 71 |
|
|
2021
Q1 | $4.58M | Sell |
14,014
-997
| -7% | -$326K | 0.43% | 68 |
|
|
2020
Q4 | $3.96M | Sell |
15,011
-210
| -1% | -$55.4K | 0.39% | 71 |
|
|
2020
Q3 | $3.06M | Sell |
15,221
-82
| -0.5% | -$16.5K | 0.34% | 76 |
|
|
2020
Q2 | $3.02M | Sell |
15,303
-247
| -2% | -$48.8K | 0.36% | 75 |
|
|
2020
Q1 | $2.4M | Sell |
15,550
-839
| -5% | -$130K | 0.33% | 75 |
|
|
2019
Q4 | $3.77M | Sell |
16,389
-252
| -2% | -$57.9K | 0.41% | 66 |
|
|
2019
Q3 | $3.45M | Buy |
16,641
+5
| +0% | +$1.04K | 0.42% | 66 |
|
|
2019
Q2 | $3.4M | Sell |
16,636
-30
| -0.2% | -$6.14K | 0.42% | 64 |
|
|
2019
Q1 | $3.2M | Sell |
16,666
-415
| -2% | -$79.7K | 0.42% | 67 |
|
|
2018
Q4 | $2.85M | Sell |
17,081
-10,215
| -37% | -$1.71M | 0.43% | 68 |
|
|
2018
Q3 | $6.12M | Sell |
27,296
-712
| -3% | -$160K | 0.82% | 37 |
|
|
2018
Q2 | $6.18M | Buy |
28,008
+115
| +0.4% | +$25.4K | 0.88% | 33 |
|
|
2018
Q1 | $7.03M | Buy |
27,893
+221
| +0.8% | +$55.7K | 1.07% | 21 |
|
|
2017
Q4 | $7.05M | Buy |
27,672
+118
| +0.4% | +$30.1K | 1.09% | 20 |
|
|
2017
Q3 | $6.54M | Sell |
27,554
-125
| -0.5% | -$29.7K | 1.1% | 21 |
|
|
2017
Q2 | $6.14M | Sell |
27,679
-147
| -0.5% | -$32.6K | 1.03% | 25 |
|
|
2017
Q1 | $6.39M | Sell |
27,826
-6,662
| -19% | -$1.53M | 1.18% | 21 |
|
|
2016
Q4 | $8.26M | Sell |
34,488
-3,854
| -10% | -$923K | 1.67% | 11 |
|
|
2016
Q3 | $6.18M | Sell |
38,342
-1,554
| -4% | -$251K | 1.16% | 29 |
|
|
2016
Q2 | $5.93M | Sell |
39,896
-1,382
| -3% | -$205K | 1.21% | 30 |
|
|
2016
Q1 | $6.48M | Buy |
41,278
+1,210
| +3% | +$190K | 1.28% | 28 |
|
|
2015
Q4 | $7.22M | Buy |
40,068
+1,135
| +3% | +$205K | 1.42% | 20 |
|
|
2015
Q3 | $6.77M | Sell |
38,933
-97
| -0.2% | -$16.9K | 1.54% | 18 |
|
|
2015
Q2 | $8.15M | Buy |
39,030
+320
| +0.8% | +$66.8K | 1.83% | 12 |
|
|
2015
Q1 | $7.28M | Buy |
38,710
+1,147
| +3% | +$216K | 1.64% | 18 |
|
|
2014
Q4 | $7.28M | Buy |
37,563
+385
| +1% | +$74.6K | 1.67% | 19 |
|
|
2014
Q3 | $6.83M | Buy |
37,178
+370
| +1% | +$67.9K | 1.59% | 19 |
|
|
2014
Q2 | $6.16M | Buy |
36,808
+40
| +0.1% | +$6.7K | 1.44% | 21 |
|
|
2014
Q1 | $6.02M | Buy |
36,768
+866
| +2% | +$142K | 1.43% | 26 |
|
|
2013
Q4 | $6.36M | Buy |
35,902
+550
| +2% | +$97.5K | 1.53% | 26 |
|
|
2013
Q3 | $5.59M | Buy |
35,352
+185
| +0.5% | +$29.3K | 1.5% | 26 |
|
|
2013
Q2 | $5.32M | Buy |
+35,167
| New | +$5.32M | 1.53% | 26 |
|