Brown Shipley & Co’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 | – | Sell |
-88
| Closed | -$48.1K | – | 75 |
|
|
2025
Q1 | $48.1K | Hold |
88
| – | – | 0.03% | 51 |
|
|
2024
Q4 | $50.4K | Sell |
88
-23
| -21% | -$13.2K | 0.03% | 52 |
|
|
2024
Q3 | $55K | Sell |
111
-196
| -64% | -$97K | 0.03% | 55 |
|
|
2024
Q2 | $139K | Sell |
307
-2,421
| -89% | -$1.1M | 0.06% | 44 |
|
|
2024
Q1 | $1.13M | Sell |
2,728
-277
| -9% | -$115K | 0.35% | 34 |
|
|
2023
Q4 | $1.16M | Sell |
3,005
-16
| -0.5% | -$6.17K | 0.57% | 31 |
|
|
2023
Q3 | $978K | Sell |
3,021
-13
| -0.4% | -$4.21K | 0.54% | 31 |
|
|
2023
Q2 | $979K | Sell |
3,034
-174
| -5% | -$56.1K | 0.4% | 38 |
|
|
2023
Q1 | $1.05M | Buy |
+3,208
| New | +$1.05M | 0.68% | 31 |
|