Palisades Hudson Asset Management’s Goldman Sachs GS Stock Holding History

Palisades Hudson Asset Management’s Portfolio GS Stock Details GS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.06M	Sell	1,496 -35	-2%	-$24.8K	0.41%	34
2025 Q1	$837K	Hold	1,531	–	–	0.38%	36
2024 Q4	$877K	Hold	1,531	–	–	0.37%	36
2024 Q3	$758K	Sell	1,531 -69	-4%	-$34.2K	0.32%	38
2024 Q2	$723K	Hold	1,600	–	–	0.33%	38
2024 Q1	$668K	Sell	1,600 -74	-4%	-$30.9K	0.3%	43
2023 Q4	$646K	Hold	1,674	–	–	0.31%	41
2023 Q3	$542K	Hold	1,674	–	–	0.3%	45
2023 Q2	$540K	Hold	1,674	–	–	0.28%	47
2023 Q1	$548K	Hold	1,674	–	–	0.29%	44
2022 Q4	$575K	Hold	1,674	–	–	0.32%	43
2022 Q3	$490K	Hold	1,674	–	–	0.3%	44
2022 Q2	$497K	Buy	1,674 +5	+0.3%	+$1.48K	0.28%	52
2022 Q1	$551K	Hold	1,669	–	–	0.26%	52
2021 Q4	$638K	Hold	1,669	–	–	0.27%	46
2021 Q3	$631K	Hold	1,669	–	–	0.29%	42
2021 Q2	$633K	Hold	1,669	–	–	0.28%	41
2021 Q1	$546K	Sell	1,669 -26	-2%	-$8.51K	0.26%	43
2020 Q4	$447K	Hold	1,695	–	–	0.23%	54
2020 Q3	$341K	Hold	1,695	–	–	0.22%	65
2020 Q2	$335K	Hold	1,695	–	–	0.23%	62
2020 Q1	$262K	Hold	1,695	–	–	0.22%	66
2019 Q4	$390K	Hold	1,695	–	–	0.25%	55
2019 Q3	$351K	Hold	1,695	–	–	0.24%	58
2019 Q2	$347K	Hold	1,695	–	–	0.24%	60
2019 Q1	$325K	Sell	1,695 -374	-18%	-$71.7K	0.21%	63
2018 Q4	$346K	Sell	2,069 -321	-13%	-$53.7K	0.2%	66
2018 Q3	$536K	Hold	2,390	–	–	0.28%	41
2018 Q2	$527K	Sell	2,390 -133	-5%	-$29.3K	0.28%	38
2018 Q1	$635K	Hold	2,523	–	–	0.35%	31
2017 Q4	$643K	Sell	2,523 -410	-14%	-$104K	0.35%	32
2017 Q3	$696K	Hold	2,933	–	–	0.4%	27
2017 Q2	$651K	Hold	2,933	–	–	0.38%	27
2017 Q1	$674K	Hold	2,933	–	–	0.43%	25
2016 Q4	$702K	Hold	2,933	–	–	0.43%	23
2016 Q3	$473K	Hold	2,933	–	–	0.36%	31
2016 Q2	$436K	Sell	2,933 -83	-3%	-$12.3K	0.36%	33
2016 Q1	$473K	Hold	3,016	–	–	0.37%	31
2015 Q4	$544K	Hold	3,016	–	–	0.46%	27
2015 Q3	$524K	Hold	3,016	–	–	0.47%	29
2015 Q2	$630K	Hold	3,016	–	–	0.54%	21
2015 Q1	$567K	Hold	3,016	–	–	0.44%	22
2014 Q4	$585K	Sell	3,016 -262	-8%	-$50.8K	0.46%	22
2014 Q3	$602K	Hold	3,278	–	–	0.49%	19
2014 Q2	$549K	Hold	3,278	–	–	0.45%	17
2014 Q1	$538K	Hold	3,278	–	–	0.46%	19
2013 Q4	$581K	Hold	3,278	–	–	0.49%	14
2013 Q3	$518K	Hold	3,278	–	–	0.47%	16
2013 Q2	$496K	Buy	+3,278	New	+$496K	0.47%	18