FineMark National Bank & Trust’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $19.1M | Buy |
21,718
+302
| +1% | +$246K | 0.6% | 41 |
|
|
2025
Q3 | $17.1M | Sell |
21,416
-23
| -0.1% | -$17K | 0.56% | 47 |
|
|
2025
Q2 | $15.2M | Buy |
21,439
+254
| +1% | +$147K | 0.52% | 55 |
|
|
2025
Q1 | $11.6M | Buy |
21,185
+17,814
| +528% | +$10.7M | 0.42% | 71 |
|
|
2024
Q4 | $1.93M | Buy |
3,371
+157
| +5% | +$87.6K | 0.07% | 154 |
|
|
2024
Q3 | $1.59M | Sell |
3,214
-50
| -2% | -$24.5K | 0.06% | 166 |
|
|
2024
Q2 | $1.48M | Buy |
3,264
+255
| +8% | +$112K | 0.05% | 163 |
|
|
2024
Q1 | $1.26M | Sell |
3,009
-133
| -4% | -$51.6K | 0.05% | 185 |
|
|
2023
Q4 | $1.21M | Buy |
3,142
+109
| +4% | +$36.4K | 0.05% | 188 |
|
|
2023
Q3 | $981K | Buy |
3,033
+596
| +24% | +$199K | 0.04% | 193 |
|
|
2023
Q2 | $786K | Buy |
2,437
+422
| +21% | +$139K | 0.03% | 225 |
|
|
2023
Q1 | $659K | Buy |
2,015
+88
| +5% | +$30.6K | 0.03% | 238 |
|
|
2022
Q4 | $662K | Buy |
1,927
+264
| +16% | +$91.9K | 0.03% | 231 |
|
|
2022
Q3 | $487K | Buy |
1,663
+21
| +1% | +$6.8K | 0.02% | 259 |
|
|
2022
Q2 | $488K | Buy |
1,642
+183
| +13% | +$57K | 0.02% | 276 |
|
|
2022
Q1 | $482K | Buy |
1,459
+53
| +4% | +$18.7K | 0.02% | 293 |
|
|
2021
Q4 | $538K | Buy |
1,406
+23
| +2% | +$9.11K | 0.02% | 296 |
|
|
2021
Q3 | $523K | Buy |
1,383
+442
| +47% | +$173K | 0.02% | 279 |
|
|
2021
Q2 | $357K | Sell |
941
-37
| -4% | -$13.2K | 0.01% | 341 |
|
|
2021
Q1 | $320K | Hold |
978
| – | – | 0.01% | 341 |
|
|
2020
Q4 | $258K | Sell |
978
-165
| -14% | -$36.7K | 0.01% | 360 |
|
|
2020
Q3 | $230K | Buy |
1,143
+25
| +2% | +$5.09K | 0.01% | 350 |
|
|
2020
Q2 | $221K | Sell |
1,118
-546
| -33% | -$102K | 0.01% | 335 |
|
|
2020
Q1 | $257K | Buy |
1,664
+331
| +25% | +$70.3K | 0.02% | 290 |
|
|
2019
Q4 | $306K | Sell |
1,333
-48
| -3% | -$10.4K | 0.02% | 305 |
|
|
2019
Q3 | $286K | Buy |
1,381
+378
| +38% | +$79K | 0.02% | 305 |
|
|
2019
Q2 | $205K | Buy |
+1,003
| New | +$199K | 0.01% | 341 |
|
|
2018
Q4 | – | Sell |
-944
| Closed | -$212K | – | 343 |
|
|
2018
Q3 | $212K | Sell |
944
-979
| -51% | -$228K | 0.01% | 305 |
|
|
2018
Q2 | $424K | Buy |
1,923
+616
| +47% | +$147K | 0.03% | 275 |
|
|
2018
Q1 | $329K | Buy |
1,307
+83
| +7% | +$21.6K | 0.02% | 294 |
|
|
2017
Q4 | $312K | Hold |
1,224
| – | – | 0.02% | 290 |
|
|
2017
Q3 | $290K | Sell |
1,224
-615
| -33% | -$139K | 0.02% | 303 |
|
|
2017
Q2 | $408K | Buy |
1,839
+10
| +0.5% | +$2.22K | 0.03% | 249 |
|
|
2017
Q1 | $420K | Sell |
1,829
-22
| -1% | -$5.31K | 0.03% | 244 |
|
|
2016
Q4 | $443K | Sell |
1,851
-125
| -6% | -$25.4K | 0.04% | 230 |
|
|
2016
Q3 | $319K | Sell |
1,976
-150
| -7% | -$24.4K | 0.03% | 264 |
|
|
2016
Q2 | $315K | Sell |
2,126
-191
| -8% | -$29.8K | 0.04% | 262 |
|
|
2016
Q1 | $364K | Buy |
2,317
+161
| +7% | +$24.9K | 0.04% | 240 |
|
|
2015
Q4 | $389K | Sell |
2,156
-110
| -5% | -$20.4K | 0.05% | 231 |
|
|
2015
Q3 | $393K | Sell |
2,266
-359
| -14% | -$70.4K | 0.05% | 233 |
|
|
2015
Q2 | $548K | Sell |
2,625
-47
| -2% | -$9.58K | 0.07% | 208 |
|
|
2015
Q1 | $502K | Buy |
2,672
+108
| +4% | +$20.1K | 0.07% | 218 |
|
|
2014
Q4 | $497K | Buy |
2,564
+342
| +15% | +$64.3K | 0.07% | 209 |
|
|
2014
Q3 | $408K | Sell |
2,222
-3
| -0.1% | -$527 | 0.07% | 223 |
|
|
2014
Q2 | $373K | Sell |
2,225
-95
| -4% | -$15.3K | 0.06% | 232 |
|
|
2014
Q1 | $380K | Buy |
2,320
+41
| +2% | +$6.9K | 0.07% | 209 |
|
|
2013
Q4 | $404K | Buy |
2,279
+1,331
| +140% | +$220K | 0.08% | 203 |
|
|
2013
Q3 | $150K | Sell |
948
-80
| -8% | -$12.9K | 0.04% | 351 |
|
|
2013
Q2 | $155K | Buy |
+1,028
| New | +$157K | 0.05% | 314 |
|
Other funds holding GS
