Beaton Management 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	$1.24M	Hold	1,750	–	–	0.61%	51
2025 Q1	$956K	Hold	1,750	–	–	0.5%	59
2024 Q4	$1M	Hold	1,750	–	–	0.51%	58
2024 Q3	$866K	Hold	1,750	–	–	0.44%	66
2024 Q2	$792K	Hold	1,750	–	–	0.43%	67
2024 Q1	$731K	Hold	1,750	–	–	0.4%	71
2023 Q4	$675K	Hold	1,750	–	–	0.4%	72
2023 Q3	$566K	Hold	1,750	–	–	0.37%	73
2023 Q2	$564K	Hold	1,750	–	–	0.36%	74
2023 Q1	$572K	Hold	1,750	–	–	0.39%	71
2022 Q4	$601K	Hold	1,750	–	–	0.4%	69
2022 Q3	$513K	Hold	1,750	–	–	0.39%	69
2022 Q2	$520K	Hold	1,750	–	–	0.37%	72
2022 Q1	$578K	Hold	1,750	–	–	0.36%	72
2021 Q4	$669K	Hold	1,750	–	–	0.4%	65
2021 Q3	$662K	Hold	1,750	–	–	0.44%	64
2021 Q2	$664K	Hold	1,750	–	–	0.42%	68
2021 Q1	$572K	Hold	1,750	–	–	0.4%	71
2020 Q4	$461K	Hold	1,750	–	–	0.34%	81
2020 Q3	$352K	Hold	1,750	–	–	0.29%	81
2020 Q2	$346K	Buy	1,750 +50	+3%	+$9.89K	0.31%	81
2020 Q1	$263K	Hold	1,700	–	–	0.26%	88
2019 Q4	$391K	Hold	1,700	–	–	0.31%	81
2019 Q3	$352K	Hold	1,700	–	–	0.29%	90
2019 Q2	$348K	Hold	1,700	–	–	0.29%	88
2019 Q1	$326K	Hold	1,700	–	–	0.28%	87
2018 Q4	$284K	Sell	1,700 -210	-11%	-$35.1K	0.28%	87
2018 Q3	$428K	Sell	1,910 -40	-2%	-$8.96K	0.35%	79
2018 Q2	$430K	Hold	1,950	–	–	0.39%	74
2018 Q1	$491K	Hold	1,950	–	–	0.45%	64
2017 Q4	$497K	Hold	1,950	–	–	0.45%	65
2017 Q3	$463K	Hold	1,950	–	–	0.44%	65
2017 Q2	$433K	Buy	+1,950	New	+$433K	0.43%	67