Congress Asset Management’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$208M Sell
2025
Q2
$186M Sell
2025
Q1
$145M Buy
2024
Q4
$151M Buy
2024
Q3
$129M Buy
2024
Q2
$12.7M Sell
2024
Q1
$11.9M Buy
2023
Q4
$10.9M Sell
2023
Q3
$9.31M Sell
2023
Q2
$9.32M Sell
2023
Q1
$9.59M Buy
2022
Q4
$9.98M Sell
2022
Q3
$8.56M Sell
2022
Q2
$11.1M Buy
2022
Q1
$9.52M Buy