Birch Hill Investment 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 | $442K | Hold |
625
| – | – | 0.02% | 147 |
|
|
2025
Q1 | $341K | Hold |
625
| – | – | 0.02% | 157 |
|
|
2024
Q4 | $358K | Hold |
625
| – | – | 0.02% | 155 |
|
|
2024
Q3 | $309K | Hold |
625
| – | – | 0.01% | 154 |
|
|
2024
Q2 | $283K | Sell |
625
-5
| -0.8% | -$2.26K | 0.01% | 153 |
|
|
2024
Q1 | $263K | Buy |
630
+5
| +0.8% | +$2.09K | 0.01% | 154 |
|
|
2023
Q4 | $241K | Buy |
+625
| New | +$241K | 0.01% | 147 |
|
|
2023
Q2 | – | Sell |
-1,525
| Closed | -$499K | – | 160 |
|
|
2023
Q1 | $499K | Hold |
1,525
| – | – | 0.03% | 117 |
|
|
2022
Q4 | $524K | Hold |
1,525
| – | – | 0.03% | 113 |
|
|
2022
Q3 | $447K | Hold |
1,525
| – | – | 0.03% | 112 |
|
|
2022
Q2 | $453K | Sell |
1,525
-22
| -1% | -$6.54K | 0.03% | 116 |
|
|
2022
Q1 | $511K | Hold |
1,547
| – | – | 0.03% | 118 |
|
|
2021
Q4 | $592K | Hold |
1,547
| – | – | 0.03% | 119 |
|
|
2021
Q3 | $585K | Buy |
1,547
+22
| +1% | +$8.32K | 0.03% | 116 |
|
|
2021
Q2 | $579K | Hold |
1,525
| – | – | 0.03% | 114 |
|
|
2021
Q1 | $499K | Hold |
1,525
| – | – | 0.03% | 115 |
|
|
2020
Q4 | $402K | Buy |
+1,525
| New | +$402K | 0.02% | 118 |
|
|
2020
Q1 | – | Sell |
-1,925
| Closed | -$443K | – | 139 |
|
|
2019
Q4 | $443K | Sell |
1,925
-7
| -0.4% | -$1.61K | 0.03% | 115 |
|
|
2019
Q3 | $400K | Sell |
1,932
-185
| -9% | -$38.3K | 0.03% | 117 |
|
|
2019
Q2 | $433K | Sell |
2,117
-75
| -3% | -$15.3K | 0.03% | 117 |
|
|
2019
Q1 | $421K | Sell |
2,192
-187
| -8% | -$35.9K | 0.03% | 117 |
|
|
2018
Q4 | $397K | Sell |
2,379
-1,465
| -38% | -$244K | 0.03% | 117 |
|
|
2018
Q3 | $862K | Sell |
3,844
-148
| -4% | -$33.2K | 0.06% | 92 |
|
|
2018
Q2 | $881K | Buy |
3,992
+1,582
| +66% | +$349K | 0.07% | 88 |
|
|
2018
Q1 | $607K | Buy |
+2,410
| New | +$607K | 0.05% | 99 |
|
|
2015
Q4 | – | Sell |
-56,248
| Closed | -$9.77M | – | 129 |
|
|
2015
Q3 | $9.77M | Sell |
56,248
-3,750
| -6% | -$652K | 1.07% | 30 |
|
|
2015
Q2 | $12.5M | Sell |
59,998
-7,205
| -11% | -$1.5M | 1.29% | 30 |
|
|
2015
Q1 | $12.6M | Sell |
67,203
-26,245
| -28% | -$4.93M | 1.29% | 32 |
|
|
2014
Q4 | $18.1M | Sell |
93,448
-2,725
| -3% | -$528K | 1.83% | 22 |
|
|
2014
Q3 | $17.7M | Sell |
96,173
-3,115
| -3% | -$572K | 1.84% | 23 |
|
|
2014
Q2 | $16.6M | Buy |
99,288
+285
| +0.3% | +$47.7K | 1.74% | 23 |
|
|
2014
Q1 | $16.2M | Buy |
99,003
+125
| +0.1% | +$20.5K | 1.75% | 24 |
|
|
2013
Q4 | $17.5M | Buy |
98,878
+3,888
| +4% | +$689K | 1.87% | 21 |
|
|
2013
Q3 | $15M | Buy |
94,990
+1,435
| +2% | +$227K | 1.78% | 23 |
|
|
2013
Q2 | $14.2M | Buy |
+93,555
| New | +$14.2M | 1.77% | 23 |
|