Essex Financial Services’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 | $3.3M | Buy |
4,670
+285
| +6% | +$202K | 0.22% | 99 |
|
|
2025
Q1 | $2.4M | Buy |
4,385
+75
| +2% | +$41K | 0.17% | 121 |
|
|
2024
Q4 | $2.47M | Sell |
4,310
-10
| -0.2% | -$5.73K | 0.17% | 120 |
|
|
2024
Q3 | $2.24M | Sell |
4,320
-283
| -6% | -$147K | 0.16% | 120 |
|
|
2024
Q2 | $2.24M | Buy |
4,603
+467
| +11% | +$227K | 0.17% | 118 |
|
|
2024
Q1 | $1.73M | Sell |
4,136
-404
| -9% | -$169K | 0.16% | 132 |
|
|
2023
Q4 | $1.75M | Buy |
4,540
+511
| +13% | +$197K | 0.18% | 117 |
|
|
2023
Q3 | $1.3M | Buy |
4,029
+19
| +0.5% | +$6.15K | 0.15% | 140 |
|
|
2023
Q2 | $1.29M | Sell |
4,010
-146
| -4% | -$47.1K | 0.15% | 143 |
|
|
2023
Q1 | $1.36M | Sell |
4,156
-78
| -2% | -$25.5K | 0.14% | 149 |
|
|
2022
Q4 | $1.45M | Sell |
4,234
-126
| -3% | -$43.3K | 0.15% | 134 |
|
|
2022
Q3 | $1.28M | Buy |
4,360
+6
| +0.1% | +$1.76K | 0.15% | 132 |
|
|
2022
Q2 | $1.29M | Buy |
4,354
+178
| +4% | +$52.9K | 0.14% | 139 |
|
|
2022
Q1 | $1.38M | Sell |
4,176
-195
| -4% | -$64.4K | 0.13% | 159 |
|
|
2021
Q4 | $1.67M | Buy |
4,371
+18
| +0.4% | +$6.89K | 0.17% | 130 |
|
|
2021
Q3 | $1.65M | Buy |
4,353
+295
| +7% | +$111K | 0.19% | 126 |
|
|
2021
Q2 | $1.33M | Hold |
4,058
| – | – | 0.19% | 115 |
|
|
2021
Q1 | $1.33M | Sell |
4,058
-507
| -11% | -$166K | 0.24% | 100 |
|
|
2020
Q4 | $1.2M | Buy |
4,565
+26
| +0.6% | +$6.86K | 0.24% | 104 |
|
|
2020
Q3 | $912K | Buy |
4,539
+599
| +15% | +$120K | 0.22% | 105 |
|
|
2020
Q2 | $779K | Sell |
3,940
-187
| -5% | -$37K | 0.24% | 99 |
|
|
2020
Q1 | $638K | Buy |
4,127
+2,512
| +156% | +$388K | 0.23% | 105 |
|
|
2019
Q4 | $371K | Buy |
1,615
+108
| +7% | +$24.8K | 0.1% | 178 |
|
|
2019
Q3 | $312K | Sell |
1,507
-1,449
| -49% | -$300K | 0.1% | 179 |
|
|
2019
Q2 | $605K | Sell |
2,956
-265
| -8% | -$54.2K | 0.18% | 122 |
|
|
2019
Q1 | $618K | Sell |
3,221
-1,940
| -38% | -$372K | 0.19% | 114 |
|
|
2018
Q4 | $862K | Sell |
5,161
-3,779
| -42% | -$631K | 0.26% | 84 |
|
|
2018
Q3 | $2.01M | Buy |
8,940
+80
| +0.9% | +$17.9K | 0.44% | 64 |
|
|
2018
Q2 | $1.95M | Buy |
8,860
+400
| +5% | +$88.2K | 0.47% | 57 |
|
|
2018
Q1 | $2.13M | Sell |
8,460
-420
| -5% | -$106K | 0.42% | 60 |
|
|
2017
Q4 | $2.26M | Sell |
8,880
-268
| -3% | -$68.3K | 0.54% | 49 |
|
|
2017
Q3 | $2.17M | Sell |
9,148
-136
| -1% | -$32.3K | 0.53% | 48 |
|
|
2017
Q2 | $2.06M | Buy |
9,284
+2,807
| +43% | +$623K | 0.43% | 58 |
|
|
2017
Q1 | $1.49M | Sell |
6,477
-2,592
| -29% | -$595K | 0.34% | 73 |
|
|
2016
Q4 | $2.17M | Buy |
9,069
+2,189
| +32% | +$524K | 0.47% | 54 |
|
|
2016
Q3 | $1.11M | Buy |
6,880
+49
| +0.7% | +$7.93K | 0.27% | 100 |
|
|
2016
Q2 | $1.02M | Sell |
6,831
-229
| -3% | -$34K | 0.25% | 98 |
|
|
2016
Q1 | $1.11M | Buy |
7,060
+1,407
| +25% | +$221K | 0.27% | 89 |
|
|
2015
Q4 | $1.02M | Buy |
5,653
+763
| +16% | +$138K | 0.24% | 101 |
|
|
2015
Q3 | $850K | Buy |
4,890
+293
| +6% | +$50.9K | 0.22% | 110 |
|
|
2015
Q2 | $960K | Sell |
4,597
-150
| -3% | -$31.3K | 0.25% | 103 |
|
|
2015
Q1 | $892K | Sell |
4,747
-80
| -2% | -$15K | 0.23% | 114 |
|
|
2014
Q4 | $936K | Buy |
4,827
+679
| +16% | +$132K | 0.24% | 99 |
|
|
2014
Q3 | $761K | Sell |
4,148
-909
| -18% | -$167K | 0.23% | 108 |
|
|
2014
Q2 | $847K | Buy |
5,057
+90
| +2% | +$15.1K | 0.25% | 98 |
|
|
2014
Q1 | $814K | Buy |
4,967
+281
| +6% | +$46.1K | 0.27% | 94 |
|
|
2013
Q4 | $831K | Sell |
4,686
-770
| -14% | -$137K | 0.28% | 89 |
|
|
2013
Q3 | $863 | Buy |
5,456
+209
| +4% | +$33 | 0.27% | 83 |
|
|
2013
Q2 | $794K | Buy |
+5,247
| New | +$794K | 0.28% | 88 |
|