Essex Investment 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
$6.48M Buy
9,149
+57
+0.6% +$40.3K 1.18% 18
2025
Q1
$4.97M Sell
9,092
-719
-7% -$393K 1.04% 19
2024
Q4
$5.62M Buy
9,811
+327
+3% +$187K 1.01% 20
2024
Q3
$4.7M Sell
9,484
-754
-7% -$373K 0.82% 40
2024
Q2
$4.63M Sell
10,238
-1,179
-10% -$533K 0.87% 34
2024
Q1
$4.77M Sell
11,417
-1,206
-10% -$504K 0.94% 26
2023
Q4
$4.87M Sell
12,623
-4,074
-24% -$1.57M 0.96% 21
2023
Q3
$5.4M Sell
16,697
-799
-5% -$259K 0.88% 21
2023
Q2
$5.64M Sell
17,496
-1,507
-8% -$486K 0.79% 26
2023
Q1
$6.22M Sell
19,003
-890
-4% -$291K 0.9% 20
2022
Q4
$6.83M Sell
19,893
-32
-0.2% -$11K 1.06% 18
2022
Q3
$5.84M Sell
19,925
-1,425
-7% -$418K 0.93% 22
2022
Q2
$6.34M Sell
21,350
-648
-3% -$192K 1.02% 18
2022
Q1
$7.26M Sell
21,998
-1,078
-5% -$356K 0.91% 22
2021
Q4
$8.83M Sell
23,076
-1,271
-5% -$486K 1.01% 18
2021
Q3
$9.2M Sell
24,347
-46
-0.2% -$17.4K 1.13% 12
2021
Q2
$9.26M Sell
24,393
-2,556
-9% -$970K 1.08% 9
2021
Q1
$8.81M Buy
26,949
+2,060
+8% +$674K 1.07% 11
2020
Q4
$6.56M Buy
24,889
+3,940
+19% +$1.04M 0.81% 20
2020
Q3
$4.21M Sell
20,949
-397
-2% -$79.8K 0.6% 27
2020
Q2
$4.22M Sell
21,346
-10,780
-34% -$2.13M 0.69% 32
2020
Q1
$4.97M Sell
32,126
-6,596
-17% -$1.02M 1.01% 18
2019
Q4
$8.9M Buy
38,722
+7,336
+23% +$1.69M 1.09% 12
2019
Q3
$6.5M Buy
31,386
+11,477
+58% +$2.38M 0.94% 17
2019
Q2
$4.07M Sell
19,909
-103
-0.5% -$21.1K 0.56% 34
2019
Q1
$3.84M Sell
20,012
-208
-1% -$39.9K 0.57% 37
2018
Q4
$3.38M Sell
20,220
-328
-2% -$54.8K 0.53% 44
2018
Q3
$4.61M Sell
20,548
-94
-0.5% -$21.1K 0.54% 43
2018
Q2
$4.55M Sell
20,642
-14,360
-41% -$3.17M 0.57% 41
2018
Q1
$8.82M Buy
35,002
+549
+2% +$138K 1.16% 14
2017
Q4
$8.78M Sell
34,453
-12,361
-26% -$3.15M 1.16% 13
2017
Q3
$11.1M Sell
46,814
-841
-2% -$199K 1.51% 12
2017
Q2
$10.6M Buy
47,655
+4,022
+9% +$893K 1.51% 9
2017
Q1
$10M Buy
43,633
+8,422
+24% +$1.93M 1.57% 8
2016
Q4
$8.43M Sell
35,211
-17
-0% -$4.07K 1.39% 11
2016
Q3
$5.68M Buy
35,228
+5,928
+20% +$956K 0.92% 27
2016
Q2
$4.35M Sell
29,300
-282
-1% -$41.9K 0.72% 34
2016
Q1
$4.64M Sell
29,582
-183
-0.6% -$28.7K 0.8% 32
2015
Q4
$5.37M Sell
29,765
-12,450
-29% -$2.24M 0.84% 30
2015
Q3
$7.34M Buy
42,215
+277
+0.7% +$48.1K 1.2% 22
2015
Q2
$8.76M Buy
41,938
+44
+0.1% +$9.19K 1.32% 17
2015
Q1
$7.88M Sell
41,894
-584
-1% -$110K 1.1% 20
2014
Q4
$8.23M Buy
42,478
+825
+2% +$160K 1.2% 18
2014
Q3
$7.65M Buy
41,653
+14
+0% +$2.57K 1.17% 19
2014
Q2
$6.97M Buy
41,639
+41
+0.1% +$6.87K 1.03% 20
2014
Q1
$6.82M Sell
41,598
-633
-1% -$104K 0.99% 22
2013
Q4
$7.49M Buy
42,231
+192
+0.5% +$34K 1.06% 19
2013
Q3
$6.65M Sell
42,039
-9,811
-19% -$1.55M 1.01% 19
2013
Q2
$7.84M Buy
+51,850
New +$7.84M 1.38% 11