Atwood & Palmer’s Goldman Sachs GS Stock Holding History

Atwood & Palmer’s Portfolio GS Stock Details GS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$23.4M	Buy	33,067 +32,985	+40,226%	+$23.3M	1.46%	29
2025 Q1	$44.8K	Hold	82	–	–	﹤0.01%	228
2024 Q4	$47K	Hold	82	–	–	﹤0.01%	224
2024 Q3	$40.6K	Hold	82	–	–	﹤0.01%	234
2024 Q2	$37.1K	Hold	82	–	–	﹤0.01%	241
2024 Q1	$34.3K	Buy	82 +5	+6%	+$2.09K	﹤0.01%	238
2023 Q4	$29.7K	Hold	77	–	–	﹤0.01%	253
2023 Q3	$24.9K	Hold	77	–	–	﹤0.01%	252
2023 Q2	$24.8K	Hold	77	–	–	﹤0.01%	261
2023 Q1	$25.2K	Hold	77	–	–	﹤0.01%	248
2022 Q4	$26.4K	Hold	77	–	–	﹤0.01%	261
2022 Q3	$23K	Hold	77	–	–	﹤0.01%	255
2022 Q2	$23K	Buy	77 +60	+353%	+$17.9K	﹤0.01%	279
2022 Q1	$6K	Hold	17	–	–	﹤0.01%	390
2021 Q4	$7K	Hold	17	–	–	﹤0.01%	389
2021 Q3	$6K	Hold	17	–	–	﹤0.01%	369
2021 Q2	$6K	Hold	17	–	–	﹤0.01%	351
2021 Q1	$6K	Buy	+17	New	+$6K	﹤0.01%	375
2020 Q2	–	Sell	-120	Closed	-$19K	–	321
2020 Q1	$19K	Buy	120 +20	+20%	+$3.17K	﹤0.01%	224
2019 Q4	$23K	Hold	100	–	–	﹤0.01%	215
2019 Q3	$21K	Hold	100	–	–	﹤0.01%	229
2019 Q2	$20K	Hold	100	–	–	﹤0.01%	225
2019 Q1	$19K	Hold	100	–	–	﹤0.01%	225
2018 Q4	$17K	Hold	100	–	–	﹤0.01%	225
2018 Q3	$22K	Sell	100 -4	-4%	-$880	﹤0.01%	223
2018 Q2	$23K	Buy	104 +4	+4%	+$885	﹤0.01%	224
2018 Q1	$25K	Hold	100	–	–	﹤0.01%	210
2017 Q4	$25K	Hold	100	–	–	﹤0.01%	213
2017 Q3	$24K	Hold	100	–	–	﹤0.01%	214
2017 Q2	$22K	Hold	100	–	–	﹤0.01%	219
2017 Q1	$23K	Hold	100	–	–	﹤0.01%	212
2016 Q4	$24K	Hold	100	–	–	﹤0.01%	215
2016 Q3	$16K	Hold	100	–	–	﹤0.01%	236
2016 Q2	$15K	Hold	100	–	–	﹤0.01%	236
2016 Q1	$16K	Hold	100	–	–	﹤0.01%	240
2015 Q4	$18K	Hold	100	–	–	﹤0.01%	280
2015 Q3	$17K	Hold	100	–	–	﹤0.01%	286
2015 Q2	$21K	Hold	100	–	–	﹤0.01%	240
2015 Q1	$19K	Hold	100	–	–	﹤0.01%	237
2014 Q4	$20K	Hold	100	–	–	﹤0.01%	253
2014 Q3	$18K	Hold	100	–	–	﹤0.01%	267
2014 Q2	$17K	Buy	+100	New	+$17K	﹤0.01%	243