Beacon Investment Advisory Services’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 | $407K | Buy |
574
+50
| +10% | +$35.4K | 0.02% | 183 |
|
|
2025
Q1 | $286K | Sell |
524
-10
| -2% | -$5.47K | 0.01% | 206 |
|
|
2024
Q4 | $306K | Buy |
534
+62
| +13% | +$35.5K | 0.01% | 204 |
|
|
2024
Q3 | $234K | Buy |
+472
| New | +$234K | 0.01% | 235 |
|
|
2021
Q3 | – | Sell |
-1,806
| Closed | -$685K | – | 304 |
|
|
2021
Q2 | $685K | Buy |
1,806
+160
| +10% | +$60.7K | 0.03% | 188 |
|
|
2021
Q1 | $538K | Sell |
1,646
-14
| -0.8% | -$4.58K | 0.02% | 196 |
|
|
2020
Q4 | $438K | Buy |
1,660
+15
| +0.9% | +$3.96K | 0.02% | 194 |
|
|
2020
Q3 | $331K | Buy |
1,645
+72
| +5% | +$14.5K | 0.02% | 196 |
|
|
2020
Q2 | $311K | Buy |
1,573
+1
| +0.1% | +$198 | 0.02% | 192 |
|
|
2020
Q1 | $243K | Buy |
1,572
+72
| +5% | +$11.1K | 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% | -$11.5K | 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% | +$15.1K | 0.04% | 176 |
|
|
2017
Q4 | $382K | Hold |
1,500
| – | – | 0.04% | 172 |
|
|
2017
Q3 | $356K | Buy |
+1,500
| New | +$356K | 0.03% | 209 |
|