BAM
Beaumont Asset Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
2,750
+29
| +1% | +$20.5K | 1.05% | 21 |
|
|
2025
Q1 | $1.49M | Buy |
2,721
+5
| +0.2% | +$2.73K | 0.9% | 21 |
|
|
2024
Q4 | $1.56M | Sell |
2,716
-57
| -2% | -$32.6K | 0.9% | 21 |
|
|
2024
Q3 | $1.37M | Buy |
2,773
+40
| +1% | +$19.8K | 0.8% | 24 |
|
|
2024
Q2 | $1.24M | Buy |
2,733
+14
| +0.5% | +$6.33K | 0.79% | 23 |
|
|
2024
Q1 | $1.14M | Buy |
2,719
+148
| +6% | +$61.8K | 0.76% | 27 |
|
|
2023
Q4 | $992K | Sell |
2,571
-7
| -0.3% | -$2.7K | 0.7% | 31 |
|
|
2023
Q3 | $834K | Buy |
2,578
+3
| +0.1% | +$971 | 0.69% | 31 |
|
|
2023
Q2 | $831K | Sell |
2,575
-56
| -2% | -$18.1K | 0.63% | 35 |
|
|
2023
Q1 | $861K | Sell |
2,631
-57
| -2% | -$18.6K | 0.63% | 33 |
|
|
2022
Q4 | $923K | Buy |
2,688
+20
| +0.7% | +$6.87K | 0.68% | 31 |
|
|
2022
Q3 | $781K | Sell |
2,668
-15
| -0.6% | -$4.39K | 0.62% | 34 |
|
|
2022
Q2 | $796K | Buy |
+2,683
| New | +$796K | 0.6% | 35 |
|
|
2020
Q4 | – | Sell |
-4,020
| Closed | -$807K | – | 64 |
|
|
2020
Q3 | $807K | Buy |
+4,020
| New | +$807K | 0.81% | 25 |
|