DBIA
Dumont & Blake Investment Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
2,241
+15
| +0.7% | +$10.6K | 0.41% | 69 |
|
|
2025
Q1 | $1.22M | Sell |
2,226
-15
| -0.7% | -$8.19K | 0.34% | 75 |
|
|
2024
Q4 | $1.28M | Sell |
2,241
-3
| -0.1% | -$1.72K | 0.34% | 72 |
|
|
2024
Q3 | $1.11M | Sell |
2,244
-2,270
| -50% | -$1.12M | 0.3% | 85 |
|
|
2024
Q2 | $2.04M | Buy |
4,514
+2,255
| +100% | +$1.02M | 0.29% | 87 |
|
|
2024
Q1 | $944K | Buy |
2,259
+25
| +1% | +$10.4K | 0.27% | 94 |
|
|
2023
Q4 | $862K | Sell |
2,234
-60
| -3% | -$23.2K | 0.27% | 96 |
|
|
2023
Q3 | $742K | Buy |
2,294
+1
| +0% | +$323 | 0.25% | 102 |
|
|
2023
Q2 | $740K | Buy |
2,293
+13
| +0.6% | +$4.2K | 0.24% | 102 |
|
|
2023
Q1 | $746K | Sell |
2,280
-20
| -0.9% | -$6.54K | 0.25% | 101 |
|
|
2022
Q4 | $790K | Sell |
2,300
-5
| -0.2% | -$1.72K | 0.28% | 95 |
|
|
2022
Q3 | $675K | Sell |
2,305
-74
| -3% | -$21.7K | 0.25% | 99 |
|
|
2022
Q2 | $707K | Buy |
2,379
+10
| +0.4% | +$2.97K | 0.23% | 110 |
|
|
2022
Q1 | $782K | Buy |
2,369
+15
| +0.6% | +$4.95K | 0.21% | 119 |
|
|
2021
Q4 | $901K | Buy |
2,354
+80
| +4% | +$30.6K | 0.23% | 112 |
|
|
2021
Q3 | $860K | Buy |
2,274
+20
| +0.9% | +$7.56K | 0.25% | 105 |
|
|
2021
Q2 | $855K | Buy |
2,254
+29
| +1% | +$11K | 0.24% | 107 |
|
|
2021
Q1 | $728K | Sell |
2,225
-10
| -0.4% | -$3.27K | 0.22% | 113 |
|
|
2020
Q4 | $589K | Sell |
2,235
-39
| -2% | -$10.3K | 0.2% | 118 |
|
|
2020
Q3 | $457K | Buy |
2,274
+10
| +0.4% | +$2.01K | 0.17% | 117 |
|
|
2020
Q2 | $447K | Buy |
2,264
+24
| +1% | +$4.74K | 0.19% | 118 |
|
|
2020
Q1 | $346K | Hold |
2,240
| – | – | 0.18% | 121 |
|
|
2019
Q4 | $515K | Hold |
2,240
| – | – | 0.2% | 122 |
|
|
2019
Q3 | $464K | Buy |
2,240
+10
| +0.4% | +$2.07K | 0.2% | 123 |
|
|
2019
Q2 | $456K | Buy |
2,230
+20
| +0.9% | +$4.09K | 0.19% | 124 |
|
|
2019
Q1 | $424K | Buy |
2,210
+5
| +0.2% | +$959 | 0.18% | 127 |
|
|
2018
Q4 | $368K | Sell |
2,205
-1,190
| -35% | -$199K | 0.17% | 130 |
|
|
2018
Q3 | $761K | Buy |
3,395
+110
| +3% | +$24.7K | 0.3% | 108 |
|
|
2018
Q2 | $725K | Buy |
3,285
+2,335
| +246% | +$515K | 0.3% | 107 |
|
|
2018
Q1 | $239K | Hold |
950
| – | – | 0.1% | 150 |
|
|
2017
Q4 | $242K | Hold |
950
| – | – | 0.1% | 147 |
|
|
2017
Q3 | $225K | Hold |
950
| – | – | 0.1% | 150 |
|
|
2017
Q2 | $211K | Buy |
950
+10
| +1% | +$2.22K | 0.09% | 155 |
|
|
2017
Q1 | $216K | Sell |
940
-86
| -8% | -$19.8K | 0.1% | 151 |
|
|
2016
Q4 | $246K | Buy |
+1,026
| New | +$246K | 0.12% | 143 |
|
|
2015
Q3 | – | Sell |
-1,072
| Closed | -$224K | – | 158 |
|
|
2015
Q2 | $224K | Hold |
1,072
| – | – | 0.11% | 133 |
|
|
2015
Q1 | $202K | Hold |
1,072
| – | – | 0.1% | 139 |
|
|
2014
Q4 | $208K | Buy |
+1,072
| New | +$208K | 0.1% | 135 |
|