BAM
Belpointe Asset Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Buy |
6,661
+1,035
| +18% | +$733K | 0.2% | 95 |
|
|
2025
Q1 | $3.07M | Buy |
5,626
+1,966
| +54% | +$1.07M | 0.16% | 121 |
|
|
2024
Q4 | $1.87M | Sell |
3,660
-1,203
| -25% | -$614K | 0.11% | 182 |
|
|
2024
Q3 | $2.41M | Buy |
4,863
+1,002
| +26% | +$496K | 0.14% | 142 |
|
|
2024
Q2 | $1.75M | Sell |
3,861
-708
| -15% | -$320K | 0.12% | 162 |
|
|
2024
Q1 | $1.91M | Sell |
4,569
-234
| -5% | -$97.7K | 0.14% | 132 |
|
|
2023
Q4 | $1.85M | Sell |
4,803
-473
| -9% | -$182K | 0.16% | 119 |
|
|
2023
Q3 | $1.71M | Buy |
5,276
+1,039
| +25% | +$336K | 0.18% | 117 |
|
|
2023
Q2 | $1.37M | Sell |
4,237
-2,781
| -40% | -$897K | 0.14% | 143 |
|
|
2023
Q1 | $2.3M | Sell |
7,018
-10,857
| -61% | -$3.55M | 0.12% | 167 |
|
|
2022
Q4 | $6.14M | Sell |
17,875
-779
| -4% | -$267K | 0.37% | 41 |
|
|
2022
Q3 | $5.47M | Buy |
18,654
+306
| +2% | +$89.7K | 0.37% | 49 |
|
|
2022
Q2 | $5.45M | Buy |
18,348
+12,114
| +194% | +$3.6M | 0.37% | 48 |
|
|
2022
Q1 | $2.06M | Sell |
6,234
-1,291
| -17% | -$426K | 0.12% | 169 |
|
|
2021
Q4 | $2.88M | Buy |
7,525
+132
| +2% | +$50.5K | 0.18% | 118 |
|
|
2021
Q3 | $2.8M | Sell |
7,393
-93
| -1% | -$35.2K | 0.19% | 111 |
|
|
2021
Q2 | $2.84M | Sell |
7,486
-1,817
| -20% | -$690K | 0.2% | 103 |
|
|
2021
Q1 | $3.04M | Buy |
9,303
+2,259
| +32% | +$738K | 0.26% | 71 |
|
|
2020
Q4 | $1.86M | Buy |
7,044
+2,865
| +69% | +$756K | 0.17% | 134 |
|
|
2020
Q3 | $840K | Sell |
4,179
-6,904
| -62% | -$1.39M | 0.09% | 236 |
|
|
2020
Q2 | $2.19M | Buy |
11,083
+7,455
| +205% | +$1.47M | 0.28% | 73 |
|
|
2020
Q1 | $561K | Buy |
3,628
+66
| +2% | +$10.2K | 0.1% | 226 |
|
|
2019
Q4 | $820K | Buy |
3,562
+70
| +2% | +$16.1K | 0.1% | 213 |
|
|
2019
Q3 | $723K | Sell |
3,492
-10
| -0.3% | -$2.07K | 0.12% | 197 |
|
|
2019
Q2 | $716K | Buy |
3,502
+179
| +5% | +$36.6K | 0.14% | 160 |
|
|
2019
Q1 | $638K | Sell |
3,323
-142
| -4% | -$27.3K | 0.12% | 133 |
|
|
2018
Q4 | $579K | Buy |
3,465
+333
| +11% | +$55.6K | 0.15% | 153 |
|
|
2018
Q3 | $702K | Buy |
3,132
+411
| +15% | +$92.1K | 0.11% | 186 |
|
|
2018
Q2 | $600K | Buy |
2,721
+187
| +7% | +$41.2K | 0.17% | 123 |
|
|
2018
Q1 | $638K | Sell |
2,534
-297
| -10% | -$74.8K | 0.19% | 112 |
|
|
2017
Q4 | $721K | Buy |
2,831
+57
| +2% | +$14.5K | 0.16% | 141 |
|
|
2017
Q3 | $658K | Buy |
+2,774
| New | +$658K | 0.15% | 142 |
|