BIM
Baldwin Investment Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42M | Sell |
6,242
-1
| -0% | -$708 | 0.53% | 26 |
|
|
2025
Q1 | $3.41M | Buy |
6,243
+65
| +1% | +$35.5K | 0.41% | 30 |
|
|
2024
Q4 | $3.54M | Sell |
6,178
-1,683
| -21% | -$964K | 0.46% | 32 |
|
|
2024
Q3 | $3.89M | Sell |
7,861
-49
| -0.6% | -$24.3K | 0.49% | 30 |
|
|
2024
Q2 | $3.58M | Sell |
7,910
-280
| -3% | -$127K | 0.49% | 29 |
|
|
2024
Q1 | $3.42M | Buy |
8,190
+175
| +2% | +$73.1K | 0.46% | 34 |
|
|
2023
Q4 | $3.09M | Buy |
8,015
+200
| +3% | +$77.2K | 0.48% | 31 |
|
|
2023
Q3 | $2.53M | Sell |
7,815
-320
| -4% | -$104K | 0.42% | 36 |
|
|
2023
Q2 | $2.62M | Sell |
8,135
-625
| -7% | -$202K | 0.43% | 36 |
|
|
2023
Q1 | $2.87M | Sell |
8,760
-150
| -2% | -$49.1K | 0.51% | 32 |
|
|
2022
Q4 | $3.06M | Hold |
8,910
| – | – | 0.55% | 26 |
|
|
2022
Q3 | $2.61K | Sell |
8,910
-585
| -6% | -$171 | 0.53% | 28 |
|
|
2022
Q2 | $2.82K | Sell |
9,495
-1,340
| -12% | -$398 | 0.54% | 29 |
|
|
2022
Q1 | $3.58K | Buy |
10,835
+205
| +2% | +$68 | 0.54% | 28 |
|
|
2021
Q4 | $4.07K | Buy |
10,630
+104
| +1% | +$40 | 0.64% | 29 |
|
|
2021
Q3 | $3.98M | Buy |
10,526
+20
| +0.2% | +$7.56K | 0.69% | 26 |
|
|
2021
Q2 | $3.99M | Sell |
10,506
-228
| -2% | -$86.5K | 0.68% | 24 |
|
|
2021
Q1 | $3.51M | Buy |
10,734
+561
| +6% | +$183K | 0.64% | 26 |
|
|
2020
Q4 | $2.68M | Buy |
10,173
+1,227
| +14% | +$324K | 0.53% | 34 |
|
|
2020
Q3 | $1.8M | Buy |
8,946
+1,455
| +19% | +$292K | 0.42% | 39 |
|
|
2020
Q2 | $1.48M | Buy |
7,491
+351
| +5% | +$69.3K | 0.46% | 37 |
|
|
2020
Q1 | $1.1M | Sell |
7,140
-350
| -5% | -$54.1K | 0.38% | 38 |
|
|
2019
Q4 | $1.72M | Hold |
7,490
| – | – | 0.46% | 31 |
|
|
2019
Q3 | $1.55M | Buy |
7,490
+625
| +9% | +$130K | 0.45% | 33 |
|
|
2019
Q2 | $1.41M | Sell |
6,865
-75
| -1% | -$15.4K | 0.41% | 37 |
|
|
2019
Q1 | $1.33M | Sell |
6,940
-100
| -1% | -$19.2K | 0.4% | 41 |
|
|
2018
Q4 | $1.18M | Hold |
7,040
| – | – | 0.37% | 41 |
|
|
2018
Q3 | $1.58M | Hold |
7,040
| – | – | 0.45% | 30 |
|
|
2018
Q2 | $1.55M | Buy |
7,040
+3,600
| +105% | +$794K | 0.49% | 29 |
|
|
2018
Q1 | $866K | Buy |
3,440
+75
| +2% | +$18.9K | 0.31% | 48 |
|
|
2017
Q4 | $857K | Buy |
3,365
+38
| +1% | +$9.68K | 0.31% | 50 |
|
|
2017
Q3 | $789K | Hold |
3,327
| – | – | 0.3% | 53 |
|
|
2017
Q2 | $738K | Buy |
3,327
+105
| +3% | +$23.3K | 0.3% | 54 |
|
|
2017
Q1 | $740K | Sell |
3,222
-25
| -0.8% | -$5.74K | 0.29% | 56 |
|
|
2016
Q4 | $777K | Sell |
3,247
-165
| -5% | -$39.5K | 0.31% | 50 |
|
|
2016
Q3 | $550K | Sell |
3,412
-175
| -5% | -$28.2K | 0.24% | 65 |
|
|
2016
Q2 | $533K | Sell |
3,587
-85
| -2% | -$12.6K | 0.23% | 67 |
|
|
2016
Q1 | $576K | Hold |
3,672
| – | – | 0.25% | 63 |
|
|
2015
Q4 | $662K | Sell |
3,672
-23
| -0.6% | -$4.15K | 0.3% | 53 |
|
|
2015
Q3 | $642K | Buy |
3,695
+250
| +7% | +$43.4K | 0.28% | 54 |
|
|
2015
Q2 | $719K | Sell |
3,445
-85
| -2% | -$17.7K | 0.3% | 58 |
|
|
2015
Q1 | $664K | Sell |
3,530
-17
| -0.5% | -$3.2K | 0.26% | 59 |
|
|
2014
Q4 | $688K | Buy |
3,547
+155
| +5% | +$30.1K | 0.27% | 58 |
|
|
2014
Q3 | $623K | Buy |
3,392
+32
| +1% | +$5.88K | 0.26% | 65 |
|
|
2014
Q2 | $563K | Sell |
3,360
-380
| -10% | -$63.7K | 0.24% | 73 |
|
|
2014
Q1 | $613K | Buy |
3,740
+95
| +3% | +$15.6K | 0.27% | 62 |
|
|
2013
Q4 | $646K | Buy |
3,645
+50
| +1% | +$8.86K | 0.29% | 60 |
|
|
2013
Q3 | $569K | Hold |
3,595
| – | – | 0.27% | 63 |
|
|
2013
Q2 | $544K | Buy |
+3,595
| New | +$544K | 0.27% | 63 |
|