Congress Asset Management’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
$186M Sell
262,742
-2,620
-1% -$1.85M 1.28% 15
2025
Q1
$145M Buy
265,362
+1,988
+0.8% +$1.09M 1.08% 21
2024
Q4
$151M Buy
263,374
+3,057
+1% +$1.75M 1.02% 20
2024
Q3
$129M Buy
260,317
+232,297
+829% +$115M 0.88% 39
2024
Q2
$12.7M Sell
28,020
-397
-1% -$180K 0.09% 164
2024
Q1
$11.9M Buy
28,417
+193
+0.7% +$80.6K 0.08% 168
2023
Q4
$10.9M Sell
28,224
-543
-2% -$209K 0.09% 171
2023
Q3
$9.31M Sell
28,767
-135
-0.5% -$43.7K 0.08% 168
2023
Q2
$9.32M Sell
28,902
-412
-1% -$133K 0.08% 176
2023
Q1
$9.59M Buy
29,314
+241
+0.8% +$78.8K 0.09% 168
2022
Q4
$9.98M Sell
29,073
-146
-0.5% -$50.1K 0.1% 159
2022
Q3
$8.56M Sell
29,219
-8,296
-22% -$2.43M 0.09% 162
2022
Q2
$11.1M Buy
37,515
+8,662
+30% +$2.57M 0.11% 146
2022
Q1
$9.52M Buy
+28,853
New +$9.52M 0.08% 172