Baystate Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $144K | Sell |
372
-3
| -0.8% | -$1K | 0.01% | 237 |
|
|
2023
Q3 | $121K | Buy |
375
+3
| +0.8% | +$1K | 0.01% | 237 |
|
|
2023
Q2 | $120K | Buy |
372
+35
| +10% | +$11.5K | 0.01% | 234 |
|
|
2023
Q1 | $110K | Sell |
337
-11
| -3% | -$3.83K | 0.01% | 240 |
|
|
2022
Q4 | $120K | Buy |
348
+21
| +6% | +$7.31K | 0.01% | 233 |
|
|
2022
Q3 | $96K | Buy |
327
+3
| +0.9% | +$972 | 0.01% | 234 |
|
|
2022
Q2 | $96K | Buy |
324
+2
| +0.6% | +$623 | 0.01% | 244 |
|
|
2022
Q1 | $106K | Sell |
322
-77
| -19% | -$27.2K | 0.01% | 239 |
|
|
2021
Q4 | $153K | Buy |
399
+2
| +0.5% | +$792 | 0.01% | 200 |
|
|
2021
Q3 | $150K | Sell |
397
-96
| -19% | -$37.5K | 0.01% | 175 |
|
|
2021
Q2 | $187K | Buy |
493
+57
| +13% | +$20.4K | 0.02% | 149 |
|
|
2021
Q1 | $143K | Buy |
436
+59
| +16% | +$18.4K | 0.02% | 162 |
|
|
2020
Q4 | $100K | Buy |
377
+97
| +35% | +$21.6K | 0.01% | 173 |
|
|
2020
Q3 | $56K | Sell |
280
-129
| -32% | -$26.2K | 0.01% | 208 |
|
|
2020
Q2 | $81K | Buy |
409
+2
| +0.5% | +$375 | 0.01% | 174 |
|
|
2020
Q1 | $63K | Buy |
407
+4
| +1% | +$849 | 0.01% | 173 |
|
|
2019
Q4 | $93K | Buy |
403
+2
| +0.5% | +$434 | 0.01% | 169 |
|
|
2019
Q3 | $83K | Buy |
401
+3
| +0.8% | +$627 | 0.01% | 164 |
|
|
2019
Q2 | $83K | Buy |
398
+100
| +34% | +$19.8K | 0.01% | 166 |
|
|
2019
Q1 | $60K | Buy |
298
+78
| +35% | +$15K | 0.01% | 195 |
|
|
2018
Q4 | $45K | Buy |
220
+1
| +0.5% | +$202 | 0.01% | 214 |
|
|
2018
Q3 | $47K | Buy |
219
+73
| +50% | +$17K | 0.01% | 206 |
|
|
2018
Q2 | $33K | Buy |
146
+1
| +0.7% | +$238 | ﹤0.01% | 237 |
|
|
2018
Q1 | $36K | Hold |
145
| – | – | 0.01% | 224 |
|
|
2017
Q4 | $38K | Hold |
145
| – | – | 0.01% | 225 |
|
|
2017
Q3 | $35K | Hold |
145
| – | – | 0.01% | 216 |
|
|
2017
Q2 | $33K | Hold |
145
| – | – | 0.01% | 213 |
|
|
2017
Q1 | $33K | Buy |
145
+20
| +16% | +$4.83K | 0.01% | 212 |
|
|
2016
Q4 | $30K | Buy |
+125
| New | +$25.4K | 0.01% | 190 |
|
|
2013
Q3 | – | Sell |
-172
| Closed | -$26K | – | 98 |
|
|
2013
Q2 | $26K | Buy |
+172
| New | +$26.2K | 0.01% | 135 |
|
Other funds holding GS
