Beacon Investment Advisory Services’s Goldman Sachs GS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.16M	Buy	9,056 +898	+11%	+$876K	0.34%	62
2026 Q1	$6.9M	Buy	8,158 +7,543	+1,227%	+$6.73M	0.29%	85
2025 Q4	$540K	Buy	615 +41	+7%	+$33.5K	0.02%	170
2025 Q3	$457K	Hold	574	–	–	0.02%	179
2025 Q2	$407K	Buy	574 +50	+10%	+$29K	0.02%	183
2025 Q1	$286K	Sell	524 -10	-2%	-$6.02K	0.01%	207
2024 Q4	$306K	Buy	534 +62	+13%	+$34.6K	0.01%	205
2024 Q3	$234K	Buy	+472	New	+$231K	0.01%	235
2021 Q3	–	Sell	-1,806	Closed	-$685K	–	304
2021 Q2	$685K	Buy	1,806 +160	+10%	+$57.3K	0.03%	188
2021 Q1	$538K	Sell	1,646 -14	-0.8%	-$4.36K	0.02%	196
2020 Q4	$438K	Buy	1,660 +15	+0.9%	+$3.34K	0.02%	194
2020 Q3	$331K	Buy	1,645 +72	+5%	+$14.6K	0.02%	196
2020 Q2	$311K	Buy	1,573 +1	+0.1%	+$188	0.02%	192
2020 Q1	$243K	Buy	1,572 +72	+5%	+$15.3K	0.02%	213
2019 Q4	$345K	Hold	1,500	–	–	0.02%	207
2019 Q3	$311K	Hold	1,500	–	–	0.03%	194
2019 Q2	$307K	Hold	1,500	–	–	0.03%	185
2019 Q1	$288K	Sell	1,500 -60	-4%	-$11.6K	0.03%	197
2018 Q4	$261K	Hold	1,560	–	–	0.03%	221
2018 Q3	$350K	Hold	1,560	–	–	0.03%	200
2018 Q2	$344K	Hold	1,560	–	–	0.03%	201
2018 Q1	$393K	Buy	1,560 +60	+4%	+$15.6K	0.04%	176
2017 Q4	$382K	Hold	1,500	–	–	0.04%	172
2017 Q3	$356K	Buy	+1,500	New	+$338K	0.03%	211