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Dorchester Wealth Management’s Goldman Sachs GS Stock Holding History

Dorchester Wealth Management’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$685K Hold
1,197
– – 0.14% 82
2024
Q3 		$593K Hold
1,197
– – 0.11% 88
2024
Q2 		$541K Hold
1,197
– – 0.1% 92
2024
Q1 		$500K Hold
1,197
– – 0.09% 108
2023
Q4 		$462K Hold
1,197
– – 0.09% 104
2023
Q3 		$387K Hold
1,197
– – 0.08% 112
2023
Q2 		$386K Hold
1,197
– – 0.08% 110
2023
Q1 		$392K Hold
1,197
– – 0.08% 111
2022
Q4 		$411K Hold
1,197
– – 0.1% 100
2022
Q3 		$351K Sell
1,197
-10
-0.8% -$3.24K 0.08% 117
2022
Q2 		$359K Hold
1,207
– – 0.07% 119
2022
Q1 		$498K Buy
1,207
+322
+36% +$114K 0.08% 106
2021
Q4 		$339K Buy
885
+210
+31% +$83.1K 0.07% 117
2021
Q3 		$255K Sell
675
-94
-12% -$36.7K 0.06% 122
2021
Q2 		$292K Buy
+769
New +$275K 0.07% 129
2021
Q1 		– Sell
-2,175
Closed -$574K – 149
2020
Q4 		$574K Sell
2,175
-1,300
-37% -$289K 0.15% 78
2020
Q3 		$698K Buy
3,475
+800
+30% +$163K 0.22% 66
2020
Q2 		$529K Buy
2,675
+1,000
+60% +$188K 0.17% 79
2020
Q1 		$259K Buy
+1,675
New +$356K 0.1% 98

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dorchester Wealth Management's GS Position: Q4 2024 in Review

Dorchester Wealth Management held its Goldman Sachs (GS) position steady in Q4 2024 at 1,197 shares worth $685K. The position accounts for 0.14% of the portfolio, ranked #82.

Dorchester Wealth Management first reported a position in GS in Q1 2020 and has held it in 19 quarters since. The position peaked at $698K in Q3 2020. 2,461 funds tracked by Wall St. Rank hold GS as of Q4 2024.

  • Dorchester Wealth Management held 1,197 shares of Goldman Sachs worth $685K as of Q4 2024.
  • Dorchester Wealth Management left its Goldman Sachs share count unchanged in Q4 2024.
  • Goldman Sachs made up 0.14% of Dorchester Wealth Management's portfolio in Q4 2024, its #82 holding.
  • Dorchester Wealth Management first reported a position in Goldman Sachs in Q1 2020 and has held it in 19 quarters since.
  • Dorchester Wealth Management's Goldman Sachs position peaked at $698K in Q3 2020.
  • 2,461 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.