Heritage 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
Q3 | $4.29M | Buy |
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|
2025
Q2 | $3.65M | Sell |
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|
2025
Q1 | $2.85M | Sell |
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|
2024
Q4 | $3.21M | Buy |
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|
2024
Q2 | $2.95M | Buy |
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|
2024
Q1 | $2.68M | Buy |
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|
2023
Q4 | $2.44M | Buy |
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|
2023
Q3 | $1.95M | Sell |
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|
2023
Q2 | $2.01M | Buy |
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|
2023
Q1 | $1.97M | Buy |
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|
2022
Q4 | $2.02M | Buy |
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|
2022
Q3 | $1.67M | Buy |
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|
2022
Q2 | $1.61M | Sell |
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|
2022
Q1 | $1.8M | Buy |
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|
2021
Q4 | $2.02M | Buy |
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|
2021
Q3 | $1.89M | Buy |
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|
2021
Q2 | $1.87M | Buy |
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|
2021
Q1 | $1.61M | Buy |
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|
2020
Q4 | $1.25M | Buy |
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|
2020
Q3 | $943K | Sell |
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|
2020
Q2 | $951K | Sell |
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|
2020
Q1 | $748K | Sell |
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|
2019
Q4 | $1.16M | Sell |
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|
2019
Q3 | $1.05M | Sell |
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|
2019
Q2 | $1.05M | Sell |
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|
2019
Q1 | $1.02M | Buy |
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|
2018
Q4 | $645K | Buy |
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|
2018
Q3 | $832K | Sell |
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|
2018
Q2 | $820K | Buy |
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|
2018
Q1 | $889K | Sell |
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|
2017
Q4 | $945K | Buy |
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|
2017
Q3 | $858K | Buy |
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|
2017
Q2 | $708K | Buy |
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|
2017
Q1 | $585K | Buy |
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