Beese Fulmer Investment Management’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 | $18.1M | Buy |
25,521
+444
| +2% | +$314K | 1.35% | 22 |
|
|
2025
Q1 | $13.7M | Sell |
25,077
-24
| -0.1% | -$13.1K | 1.18% | 29 |
|
|
2024
Q4 | $14.4M | Sell |
25,101
-55
| -0.2% | -$31.5K | 1.23% | 27 |
|
|
2024
Q3 | $12.5M | Sell |
25,156
-147
| -0.6% | -$72.8K | 1.07% | 36 |
|
|
2024
Q2 | $11.4M | Sell |
25,303
-386
| -2% | -$175K | 1.04% | 39 |
|
|
2024
Q1 | $10.7M | Buy |
25,689
+211
| +0.8% | +$88.1K | 1.01% | 38 |
|
|
2023
Q4 | $9.83M | Sell |
25,478
-451
| -2% | -$174K | 1.02% | 39 |
|
|
2023
Q3 | $8.39M | Buy |
25,929
+43
| +0.2% | +$13.9K | 0.95% | 41 |
|
|
2023
Q2 | $8.35M | Buy |
25,886
+11
| +0% | +$3.55K | 0.9% | 46 |
|
|
2023
Q1 | $8.46M | Buy |
25,875
+52
| +0.2% | +$17K | 0.97% | 43 |
|
|
2022
Q4 | $8.87M | Buy |
25,823
+842
| +3% | +$289K | 1.07% | 37 |
|
|
2022
Q3 | $7.32M | Buy |
24,981
+1,063
| +4% | +$312K | 0.98% | 38 |
|
|
2022
Q2 | $7.1M | Sell |
23,918
-106
| -0.4% | -$31.5K | 0.91% | 41 |
|
|
2022
Q1 | $7.93M | Buy |
24,024
+68
| +0.3% | +$22.4K | 0.86% | 42 |
|
|
2021
Q4 | $9.16M | Buy |
23,956
+114
| +0.5% | +$43.6K | 0.95% | 37 |
|
|
2021
Q3 | $9.01M | Sell |
23,842
-14
| -0.1% | -$5.29K | 1.01% | 33 |
|
|
2021
Q2 | $9.05M | Sell |
23,856
-167
| -0.7% | -$63.4K | 1.02% | 33 |
|
|
2021
Q1 | $7.86M | Buy |
24,023
+264
| +1% | +$86.3K | 0.94% | 38 |
|
|
2020
Q4 | $6.27M | Sell |
23,759
-68
| -0.3% | -$17.9K | 0.8% | 42 |
|
|
2020
Q3 | $4.79M | Buy |
23,827
+388
| +2% | +$78K | 0.68% | 54 |
|
|
2020
Q2 | $4.63M | Sell |
23,439
-593
| -2% | -$117K | 0.68% | 50 |
|
|
2020
Q1 | $3.72M | Buy |
24,032
+1,708
| +8% | +$264K | 0.66% | 54 |
|
|
2019
Q4 | $5.13M | Buy |
22,324
+650
| +3% | +$149K | 0.72% | 53 |
|
|
2019
Q3 | $4.49M | Buy |
21,674
+999
| +5% | +$207K | 0.67% | 56 |
|
|
2019
Q2 | $4.23M | Sell |
20,675
-413
| -2% | -$84.5K | 0.8% | 51 |
|
|
2019
Q1 | $4.05M | Buy |
21,088
+324
| +2% | +$62.2K | 0.8% | 51 |
|
|
2018
Q4 | $3.47M | Buy |
20,764
+146
| +0.7% | +$24.4K | 0.78% | 50 |
|
|
2018
Q3 | $4.62M | Buy |
20,618
+963
| +5% | +$216K | 0.91% | 46 |
|
|
2018
Q2 | $4.34M | Buy |
19,655
+818
| +4% | +$180K | 0.91% | 45 |
|
|
2018
Q1 | $4.74M | Buy |
18,837
+484
| +3% | +$122K | 1.04% | 41 |
|
|
2017
Q4 | $4.68M | Buy |
18,353
+249
| +1% | +$63.4K | 1% | 41 |
|
|
2017
Q3 | $4.29M | Buy |
18,104
+209
| +1% | +$49.6K | 0.98% | 43 |
|
|
2017
Q2 | $3.97M | Buy |
17,895
+199
| +1% | +$44.2K | 0.95% | 43 |
|
|
2017
Q1 | $4.07M | Buy |
17,696
+207
| +1% | +$47.6K | 0.99% | 40 |
|
|
2016
Q4 | $4.19M | Buy |
17,489
+452
| +3% | +$108K | 1.08% | 39 |
|
|
2016
Q3 | $2.75M | Buy |
17,037
+960
| +6% | +$155K | 0.74% | 53 |
|
|
2016
Q2 | $2.39M | Buy |
16,077
+473
| +3% | +$70.3K | 0.68% | 54 |
|
|
2016
Q1 | $2.35M | Buy |
15,604
+1,687
| +12% | +$254K | 0.68% | 55 |
|
|
2015
Q4 | $2.51M | Buy |
13,917
+840
| +6% | +$151K | 0.77% | 50 |
|
|
2015
Q3 | $2.27M | Buy |
13,077
+1,518
| +13% | +$264K | 0.75% | 49 |
|
|
2015
Q2 | $2.41M | Buy |
11,559
+2,725
| +31% | +$569K | 0.78% | 49 |
|
|
2015
Q1 | $1.66M | Buy |
8,834
+2,963
| +50% | +$557K | 0.55% | 55 |
|
|
2014
Q4 | $1.14M | Buy |
5,871
+840
| +17% | +$163K | 0.36% | 71 |
|
|
2014
Q3 | $924K | Buy |
5,031
+2,051
| +69% | +$377K | 0.3% | 84 |
|
|
2014
Q2 | $499K | Buy |
+2,980
| New | +$499K | 0.16% | 104 |
|