Beaumont Financial Advisors’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 | $556K | Sell |
786
-2
| -0.3% | -$1.42K | 0.04% | 208 |
|
|
2025
Q1 | $431K | Sell |
788
-185
| -19% | -$101K | 0.03% | 240 |
|
|
2024
Q4 | $557K | Buy |
973
+223
| +30% | +$128K | 0.04% | 211 |
|
|
2024
Q3 | $371K | Buy |
750
+10
| +1% | +$4.95K | 0.03% | 250 |
|
|
2024
Q2 | $335K | Buy |
740
+20
| +3% | +$9.05K | 0.03% | 258 |
|
|
2024
Q1 | $301K | Buy |
+720
| New | +$301K | 0.02% | 276 |
|
|
2022
Q1 | – | Sell |
-542
| Closed | -$207K | – | 369 |
|
|
2021
Q4 | $207K | Sell |
542
-550
| -50% | -$210K | 0.02% | 341 |
|
|
2021
Q3 | $413K | Sell |
1,092
-75
| -6% | -$28.4K | 0.03% | 228 |
|
|
2021
Q2 | $443K | Buy |
1,167
+80
| +7% | +$30.4K | 0.03% | 227 |
|
|
2021
Q1 | $355K | Buy |
1,087
+241
| +28% | +$78.7K | 0.03% | 244 |
|
|
2020
Q4 | $223K | Buy |
+846
| New | +$223K | 0.02% | 312 |
|