Barrett & Company’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 | $206K | Buy |
291
+1
| +0.3% | +$709 | 0.08% | 140 |
|
|
2025
Q1 | $159K | Buy |
290
+2
| +0.7% | +$1.09K | 0.07% | 153 |
|
|
2024
Q4 | $165K | Buy |
288
+1
| +0.3% | +$574 | 0.07% | 149 |
|
|
2024
Q3 | $142K | Sell |
287
-48
| -14% | -$23.8K | 0.06% | 162 |
|
|
2024
Q2 | $152K | Buy |
335
+1
| +0.3% | +$453 | 0.07% | 154 |
|
|
2024
Q1 | $139K | Buy |
334
+2
| +0.6% | +$835 | 0.07% | 160 |
|
|
2023
Q4 | $128K | Buy |
332
+1
| +0.3% | +$386 | 0.07% | 160 |
|
|
2023
Q3 | $107K | Sell |
331
-37
| -10% | -$12K | 0.06% | 172 |
|
|
2023
Q2 | $119K | Buy |
368
+1
| +0.3% | +$323 | 0.07% | 167 |
|
|
2023
Q1 | $120K | Buy |
367
+1
| +0.3% | +$327 | 0.08% | 159 |
|
|
2022
Q4 | $126K | Hold |
366
| – | – | 0.08% | 144 |
|
|
2022
Q3 | $126K | Buy |
+366
| New | +$126K | 0.08% | 144 |
|