Choate 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 | $2.34M | Sell |
3,304
-228
| -6% | -$161K | 0.05% | 129 |
|
|
2025
Q1 | $1.93M | Sell |
3,532
-26
| -0.7% | -$14.2K | 0.05% | 137 |
|
|
2024
Q4 | $2.04M | Buy |
3,558
+503
| +16% | +$288K | 0.05% | 134 |
|
|
2024
Q3 | $1.51M | Sell |
3,055
-75
| -2% | -$37.1K | 0.04% | 155 |
|
|
2024
Q2 | $1.42M | Hold |
3,130
| – | – | 0.04% | 159 |
|
|
2024
Q1 | $1.31M | Sell |
3,130
-105
| -3% | -$43.9K | 0.04% | 170 |
|
|
2023
Q4 | $1.25M | Buy |
3,235
+71
| +2% | +$27.4K | 0.04% | 158 |
|
|
2023
Q3 | $1.02M | Buy |
3,164
+837
| +36% | +$271K | 0.04% | 157 |
|
|
2023
Q2 | $751K | Buy |
2,327
+13
| +0.6% | +$4.19K | 0.03% | 171 |
|
|
2023
Q1 | $757K | Hold |
2,314
| – | – | 0.04% | 146 |
|
|
2022
Q4 | $795K | Hold |
2,314
| – | – | 0.05% | 141 |
|
|
2022
Q3 | $678K | Hold |
2,314
| – | – | 0.04% | 134 |
|
|
2022
Q2 | $687K | Buy |
2,314
+361
| +18% | +$107K | 0.04% | 141 |
|
|
2022
Q1 | $645K | Hold |
1,953
| – | – | 0.03% | 174 |
|
|
2021
Q4 | $747K | Hold |
1,953
| – | – | 0.04% | 151 |
|
|
2021
Q3 | $738K | Buy |
1,953
+200
| +11% | +$75.6K | 0.05% | 148 |
|
|
2021
Q2 | $665K | Buy |
1,753
+569
| +48% | +$216K | 0.04% | 155 |
|
|
2021
Q1 | $387K | Hold |
1,184
| – | – | 0.02% | 197 |
|
|
2020
Q4 | $312K | Hold |
1,184
| – | – | 0.02% | 203 |
|
|
2020
Q3 | $238K | Sell |
1,184
-197
| -14% | -$39.6K | 0.02% | 225 |
|
|
2020
Q2 | $273K | Hold |
1,381
| – | – | 0.02% | 213 |
|
|
2020
Q1 | $213K | Hold |
1,381
| – | – | 0.02% | 226 |
|
|
2019
Q4 | $318K | Sell |
1,381
-115
| -8% | -$26.5K | 0.02% | 188 |
|
|
2019
Q3 | $310K | Hold |
1,496
| – | – | 0.02% | 190 |
|
|
2019
Q2 | $306K | Hold |
1,496
| – | – | 0.02% | 193 |
|
|
2019
Q1 | $287K | Buy |
+1,496
| New | +$287K | 0.02% | 206 |
|
|
2018
Q4 | – | Sell |
-1,196
| Closed | -$268K | – | 233 |
|
|
2018
Q3 | $268K | Hold |
1,196
| – | – | 0.01% | 175 |
|
|
2018
Q2 | $264K | Sell |
1,196
-82
| -6% | -$18.1K | 0.02% | 199 |
|
|
2018
Q1 | $322K | Sell |
1,278
-4
| -0.3% | -$1.01K | 0.02% | 198 |
|
|
2017
Q4 | $327K | Buy |
1,282
+74
| +6% | +$18.9K | 0.02% | 198 |
|
|
2017
Q3 | $287K | Sell |
1,208
-37
| -3% | -$8.78K | 0.02% | 211 |
|
|
2017
Q2 | $276K | Hold |
1,245
| – | – | 0.02% | 211 |
|
|
2017
Q1 | $286K | Hold |
1,245
| – | – | 0.02% | 211 |
|
|
2016
Q4 | $298K | Hold |
1,245
| – | – | 0.02% | 200 |
|
|
2016
Q3 | $201K | Sell |
1,245
-333
| -21% | -$53.7K | 0.01% | 232 |
|
|
2016
Q2 | $234K | Buy |
+1,578
| New | +$234K | 0.02% | 210 |
|
|
2015
Q4 | – | Sell |
-1,200
| Closed | -$209K | – | 271 |
|
|
2015
Q3 | $209K | Buy |
+1,200
| New | +$209K | 0.01% | 235 |
|