Boston Trust Walden’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 | $845K | Buy |
1,194
+140
| +13% | +$99.1K | 0.01% | 284 |
|
|
2025
Q1 | $576K | Hold |
1,054
| – | – | ﹤0.01% | 310 |
|
|
2024
Q4 | $604K | Sell |
1,054
-13
| -1% | -$7.44K | ﹤0.01% | 307 |
|
|
2024
Q3 | $528K | Sell |
1,067
-397
| -27% | -$197K | ﹤0.01% | 317 |
|
|
2024
Q2 | $662K | Hold |
1,464
| – | – | ﹤0.01% | 302 |
|
|
2024
Q1 | $611K | Buy |
1,464
+500
| +52% | +$209K | ﹤0.01% | 308 |
|
|
2023
Q4 | $372K | Sell |
964
-30
| -3% | -$11.6K | ﹤0.01% | 328 |
|
|
2023
Q3 | $322K | Hold |
994
| – | – | ﹤0.01% | 329 |
|
|
2023
Q2 | $321K | Hold |
994
| – | – | ﹤0.01% | 332 |
|
|
2023
Q1 | $325K | Buy |
+994
| New | +$325K | ﹤0.01% | 332 |
|
|
2022
Q1 | – | Sell |
-526
| Closed | -$201K | – | 396 |
|
|
2021
Q4 | $201K | Buy |
+526
| New | +$201K | ﹤0.01% | 387 |
|
|
2018
Q1 | – | Sell |
-914
| Closed | -$233K | – | 385 |
|
|
2017
Q4 | $233K | Sell |
914
-55
| -6% | -$14K | ﹤0.01% | 370 |
|
|
2017
Q3 | $230K | Buy |
+969
| New | +$230K | ﹤0.01% | 367 |
|