JIC
Joel Isaacson & Co’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.75M | Buy |
9,533
+351
| +4% | +$248K | 0.27% | 47 |
|
|
2025
Q1 | $5.02M | Sell |
9,182
-350
| -4% | -$191K | 0.23% | 48 |
|
|
2024
Q4 | $5.46M | Buy |
9,532
+217
| +2% | +$124K | 0.25% | 46 |
|
|
2024
Q3 | $4.61M | Buy |
9,315
+534
| +6% | +$264K | 0.22% | 48 |
|
|
2024
Q2 | $3.97M | Sell |
8,781
-374
| -4% | -$169K | 0.21% | 49 |
|
|
2024
Q1 | $3.82M | Buy |
9,155
+8
| +0.1% | +$3.34K | 0.21% | 49 |
|
|
2023
Q4 | $3.53M | Sell |
9,147
-353
| -4% | -$136K | 0.22% | 47 |
|
|
2023
Q3 | $3.07M | Sell |
9,500
-489
| -5% | -$158K | 0.21% | 47 |
|
|
2023
Q2 | $3.22M | Sell |
9,989
-2
| -0% | -$645 | 0.22% | 48 |
|
|
2023
Q1 | $3.27M | Sell |
9,991
-149
| -1% | -$48.7K | 0.23% | 44 |
|
|
2022
Q4 | $3.48M | Sell |
10,140
-16
| -0.2% | -$5.49K | 0.27% | 41 |
|
|
2022
Q3 | $2.98M | Buy |
10,156
+426
| +4% | +$125K | 0.26% | 44 |
|
|
2022
Q2 | $2.89M | Buy |
9,730
+54
| +0.6% | +$16K | 0.24% | 43 |
|
|
2022
Q1 | $3.19M | Buy |
9,676
+54
| +0.6% | +$17.8K | 0.23% | 46 |
|
|
2021
Q4 | $3.68M | Buy |
9,622
+116
| +1% | +$44.4K | 0.25% | 45 |
|
|
2021
Q3 | $3.59M | Buy |
9,506
+142
| +2% | +$53.7K | 0.27% | 44 |
|
|
2021
Q2 | $3.55M | Buy |
9,364
+73
| +0.8% | +$27.7K | 0.28% | 42 |
|
|
2021
Q1 | $3.04M | Buy |
9,291
+548
| +6% | +$179K | 0.27% | 38 |
|
|
2020
Q4 | $2.31M | Buy |
8,743
+5
| +0.1% | +$1.32K | 0.23% | 44 |
|
|
2020
Q3 | $1.76M | Buy |
8,738
+148
| +2% | +$29.7K | 0.23% | 47 |
|
|
2020
Q2 | $1.7M | Buy |
8,590
+852
| +11% | +$168K | 0.24% | 46 |
|
|
2020
Q1 | $1.2M | Buy |
7,738
+360
| +5% | +$55.6K | 0.21% | 56 |
|
|
2019
Q4 | $1.7M | Buy |
7,378
+1,039
| +16% | +$239K | 0.22% | 45 |
|
|
2019
Q3 | $1.31M | Sell |
6,339
-3
| -0% | -$622 | 0.19% | 53 |
|
|
2019
Q2 | $1.3M | Sell |
6,342
-11
| -0.2% | -$2.25K | 0.19% | 56 |
|
|
2019
Q1 | $1.22M | Buy |
6,353
+56
| +0.9% | +$10.8K | 0.18% | 70 |
|
|
2018
Q4 | $1.11M | Buy |
6,297
+83
| +1% | +$14.7K | 0.18% | 69 |
|
|
2018
Q3 | $1.39M | Buy |
6,214
+2
| +0% | +$448 | 0.22% | 45 |
|
|
2018
Q2 | $1.37M | Sell |
6,212
-95
| -2% | -$21K | 0.23% | 47 |
|
|
2018
Q1 | $1.59M | Hold |
6,307
| – | – | 0.28% | 40 |
|
|
2017
Q4 | $1.61M | Buy |
6,307
+1
| +0% | +$255 | 0.28% | 39 |
|
|
2017
Q3 | $1.5M | Buy |
6,306
+558
| +10% | +$132K | 0.27% | 41 |
|
|
2017
Q2 | $1.28M | Buy |
5,748
+102
| +2% | +$22.6K | 0.24% | 49 |
|
|
2017
Q1 | $1.3M | Buy |
5,646
+576
| +11% | +$132K | 0.25% | 44 |
|
|
2016
Q4 | $1.21M | Sell |
5,070
-214
| -4% | -$51.2K | 0.24% | 46 |
|
|
2016
Q3 | $852K | Sell |
5,284
-1,298
| -20% | -$209K | 0.18% | 55 |
|
|
2016
Q2 | $978K | Buy |
6,582
+1,902
| +41% | +$283K | 0.21% | 49 |
|
|
2016
Q1 | $735K | Buy |
4,680
+2
| +0% | +$314 | 0.16% | 63 |
|
|
2015
Q4 | $843K | Sell |
4,678
-460
| -9% | -$82.9K | 0.21% | 53 |
|
|
2015
Q3 | $893K | Sell |
5,138
-9
| -0.2% | -$1.56K | 0.24% | 48 |
|
|
2015
Q2 | $1.08M | Buy |
5,147
+15
| +0.3% | +$3.13K | 0.28% | 44 |
|
|
2015
Q1 | $965K | Buy |
5,132
+68
| +1% | +$12.8K | 0.24% | 51 |
|
|
2014
Q4 | $982K | Sell |
5,064
-5
| -0.1% | -$970 | 0.26% | 48 |
|
|
2014
Q3 | $930K | Buy |
5,069
+210
| +4% | +$38.5K | 0.28% | 46 |
|
|
2014
Q2 | $814K | Buy |
4,859
+82
| +2% | +$13.7K | 0.25% | 53 |
|
|
2014
Q1 | $783K | Buy |
4,777
+458
| +11% | +$75.1K | 0.26% | 50 |
|
|
2013
Q4 | $766K | Buy |
4,319
+1
| +0% | +$177 | 0.28% | 46 |
|
|
2013
Q3 | $683K | Sell |
4,318
-79
| -2% | -$12.5K | 0.28% | 47 |
|
|
2013
Q2 | $665K | Buy |
+4,397
| New | +$665K | 0.31% | 43 |
|