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 |
|