BC
Burney Company’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Buy |
7,211
+237
| +3% | +$168K | 0.17% | 128 |
|
|
2025
Q1 | $3.81M | Buy |
6,974
+1,310
| +23% | +$716K | 0.14% | 148 |
|
|
2024
Q4 | $3.24M | Buy |
5,664
+238
| +4% | +$136K | 0.11% | 167 |
|
|
2024
Q3 | $2.69M | Sell |
5,426
-421
| -7% | -$208K | 0.1% | 186 |
|
|
2024
Q2 | $2.64M | Sell |
5,847
-169
| -3% | -$76.4K | 0.1% | 188 |
|
|
2024
Q1 | $2.51M | Sell |
6,016
-90
| -1% | -$37.6K | 0.1% | 201 |
|
|
2023
Q4 | $2.36M | Sell |
6,106
-892
| -13% | -$344K | 0.1% | 213 |
|
|
2023
Q3 | $2.26M | Sell |
6,998
-415
| -6% | -$134K | 0.11% | 209 |
|
|
2023
Q2 | $2.39M | Sell |
7,413
-2,351
| -24% | -$758K | 0.11% | 208 |
|
|
2023
Q1 | $3.19M | Sell |
9,764
-15,216
| -61% | -$4.98M | 0.16% | 168 |
|
|
2022
Q4 | $8.58M | Sell |
24,980
-6,939
| -22% | -$2.38M | 0.43% | 56 |
|
|
2022
Q3 | $9.35M | Buy |
31,919
+2,788
| +10% | +$817K | 0.52% | 55 |
|
|
2022
Q2 | $8.65M | Sell |
29,131
-102
| -0.3% | -$30.3K | 0.46% | 58 |
|
|
2022
Q1 | $9.65M | Sell |
29,233
-4,804
| -14% | -$1.59M | 0.44% | 60 |
|
|
2021
Q4 | $13M | Buy |
34,037
+4,270
| +14% | +$1.63M | 0.56% | 49 |
|
|
2021
Q3 | $11.3M | Buy |
29,767
+1,992
| +7% | +$753K | 0.53% | 53 |
|
|
2021
Q2 | $10.5M | Buy |
27,775
+1,983
| +8% | +$753K | 0.49% | 56 |
|
|
2021
Q1 | $8.43M | Buy |
25,792
+16,012
| +164% | +$5.24M | 0.42% | 70 |
|
|
2020
Q4 | $2.58M | Buy |
+9,780
| New | +$2.58M | 0.14% | 183 |
|
|
2015
Q2 | – | Sell |
-1,068
| Closed | -$201K | – | 409 |
|
|
2015
Q1 | $201K | Buy |
+1,068
| New | +$201K | 0.01% | 398 |
|