Braun Stacey Associates’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 | $13.8M | Buy |
19,508
+11,862
| +155% | +$8.4M | 0.5% | 79 |
|
|
2025
Q1 | $4.18M | Buy |
7,646
+957
| +14% | +$523K | 0.17% | 88 |
|
|
2024
Q4 | $3.83M | Sell |
6,689
-200
| -3% | -$115K | 0.14% | 93 |
|
|
2024
Q3 | $3.41M | Buy |
6,889
+5,600
| +434% | +$2.77M | 0.13% | 95 |
|
|
2024
Q2 | $583K | Buy |
1,289
+200
| +18% | +$90.5K | 0.02% | 106 |
|
|
2024
Q1 | $455K | Sell |
1,089
-5
| -0.5% | -$2.09K | 0.02% | 107 |
|
|
2023
Q4 | $422K | Hold |
1,094
| – | – | 0.02% | 108 |
|
|
2023
Q3 | $354K | Hold |
1,094
| – | – | 0.02% | 111 |
|
|
2023
Q2 | $353K | Sell |
1,094
-1,664
| -60% | -$537K | 0.02% | 118 |
|
|
2023
Q1 | $902K | Sell |
2,758
-7,946
| -74% | -$2.6M | 0.02% | 119 |
|
|
2022
Q4 | $3.68M | Sell |
10,704
-3,923
| -27% | -$1.35M | 0.21% | 100 |
|
|
2022
Q3 | $4.29M | Sell |
14,627
-465
| -3% | -$136K | 0.26% | 95 |
|
|
2022
Q2 | $4.48M | Sell |
15,092
-55,023
| -78% | -$16.3M | 0.26% | 101 |
|
|
2022
Q1 | $23.1M | Sell |
70,115
-6,717
| -9% | -$2.22M | 0.96% | 34 |
|
|
2021
Q4 | $29.4M | Buy |
76,832
+843
| +1% | +$322K | 1.07% | 24 |
|
|
2021
Q3 | $28.7M | Sell |
75,989
-2,198
| -3% | -$831K | 1.15% | 18 |
|
|
2021
Q2 | $29.7M | Sell |
78,187
-590
| -0.7% | -$224K | 1.16% | 16 |
|
|
2021
Q1 | $25.8M | Sell |
78,777
-787
| -1% | -$257K | 1.09% | 21 |
|
|
2020
Q4 | $21M | Buy |
79,564
+13,090
| +20% | +$3.45M | 0.94% | 35 |
|
|
2020
Q3 | $13.4M | Buy |
66,474
+47
| +0.1% | +$9.45K | 0.71% | 68 |
|
|
2020
Q2 | $13.1M | Buy |
66,427
+1,681
| +3% | +$332K | 0.76% | 67 |
|
|
2020
Q1 | $10M | Sell |
64,746
-6,984
| -10% | -$1.08M | 0.76% | 66 |
|
|
2019
Q4 | $16.5M | Buy |
71,730
+9,839
| +16% | +$2.26M | 0.92% | 53 |
|
|
2019
Q3 | $12.8M | Buy |
61,891
+8,260
| +15% | +$1.71M | 0.81% | 70 |
|
|
2019
Q2 | $11M | Buy |
53,631
+5,585
| +12% | +$1.14M | 0.7% | 82 |
|
|
2019
Q1 | $9.22M | Buy |
48,046
+798
| +2% | +$153K | 0.61% | 85 |
|
|
2018
Q4 | $7.89M | Sell |
47,248
-21,571
| -31% | -$3.6M | 0.63% | 79 |
|
|
2018
Q3 | $15.4M | Buy |
68,819
+36
| +0.1% | +$8.07K | 0.99% | 42 |
|
|
2018
Q2 | $15.2M | Buy |
68,783
+3,095
| +5% | +$683K | 1.03% | 38 |
|
|
2018
Q1 | $16.5M | Buy |
65,688
+3,288
| +5% | +$828K | 1.14% | 26 |
|
|
2017
Q4 | $15.9M | Sell |
62,400
-2,973
| -5% | -$757K | 1.07% | 35 |
|
|
2017
Q3 | $15.5M | Sell |
65,373
-10,346
| -14% | -$2.45M | 1.06% | 36 |
|
|
2017
Q2 | $16.8M | Sell |
75,719
-5,555
| -7% | -$1.23M | 1.09% | 37 |
|
|
2017
Q1 | $18.7M | Sell |
81,274
-528
| -0.6% | -$121K | 1.18% | 21 |
|
|
2016
Q4 | $19.6M | Buy |
81,802
+315
| +0.4% | +$75.4K | 1.29% | 10 |
|
|
2016
Q3 | $13.1M | Buy |
81,487
+11,761
| +17% | +$1.9M | 0.83% | 65 |
|
|
2016
Q2 | $10.4M | Sell |
69,726
-1,878
| -3% | -$279K | 0.67% | 83 |
|
|
2016
Q1 | $11.2M | Sell |
71,604
-6,593
| -8% | -$1.04M | 0.73% | 76 |
|
|
2015
Q4 | $14.1M | Sell |
78,197
-37
| -0% | -$6.67K | 0.89% | 65 |
|
|
2015
Q3 | $13.6M | Sell |
78,234
-32,942
| -30% | -$5.72M | 0.91% | 58 |
|
|
2015
Q2 | $23.2M | Buy |
111,176
+31,162
| +39% | +$6.51M | 0.99% | 23 |
|
|
2015
Q1 | $15M | Sell |
80,014
-625
| -0.8% | -$117K | 0.88% | 68 |
|
|
2014
Q4 | $15.6M | Sell |
80,639
-4,022
| -5% | -$780K | 0.95% | 64 |
|
|
2014
Q3 | $15.5M | Sell |
84,661
-1,995
| -2% | -$366K | 0.96% | 54 |
|
|
2014
Q2 | $14.5M | Sell |
86,656
-8,032
| -8% | -$1.34M | 0.86% | 70 |
|
|
2014
Q1 | $15.5M | Sell |
94,688
-4,718
| -5% | -$773K | 0.91% | 59 |
|
|
2013
Q4 | $17.6M | Sell |
99,406
-9,252
| -9% | -$1.64M | 1.01% | 43 |
|
|
2013
Q3 | $17.2M | Sell |
108,658
-560
| -0.5% | -$88.6K | 1.06% | 36 |
|
|
2013
Q2 | $16.5M | Buy |
+109,218
| New | +$16.5M | 1.04% | 34 |
|