Patten & Patten’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 | $3.09M | Buy |
4,363
+175
| +4% | +$124K | 0.2% | 94 |
|
|
2025
Q1 | $2.29M | Buy |
4,188
+463
| +12% | +$253K | 0.15% | 104 |
|
|
2024
Q4 | $2.13M | Sell |
3,725
-150
| -4% | -$85.9K | 0.14% | 109 |
|
|
2024
Q3 | $1.92M | Buy |
3,875
+11
| +0.3% | +$5.45K | 0.13% | 118 |
|
|
2024
Q2 | $1.75M | Hold |
3,864
| – | – | 0.12% | 124 |
|
|
2024
Q1 | $1.61M | Buy |
3,864
+324
| +9% | +$135K | 0.12% | 132 |
|
|
2023
Q4 | $1.37M | Sell |
3,540
-155
| -4% | -$59.8K | 0.11% | 134 |
|
|
2023
Q3 | $1.2M | Buy |
3,695
+10
| +0.3% | +$3.24K | 0.11% | 133 |
|
|
2023
Q2 | $1.19M | Sell |
3,685
-2
| -0.1% | -$645 | 0.1% | 134 |
|
|
2023
Q1 | $1.21M | Buy |
3,687
+140
| +4% | +$45.8K | 0.11% | 128 |
|
|
2022
Q4 | $1.22M | Sell |
3,547
-133
| -4% | -$45.7K | 0.11% | 127 |
|
|
2022
Q3 | $1.08M | Buy |
3,680
+560
| +18% | +$164K | 0.1% | 132 |
|
|
2022
Q2 | $927K | Buy |
3,120
+705
| +29% | +$209K | 0.08% | 148 |
|
|
2022
Q1 | $797K | Buy |
2,415
+1,300
| +117% | +$429K | 0.06% | 171 |
|
|
2021
Q4 | $427K | Buy |
1,115
+160
| +17% | +$61.3K | 0.03% | 220 |
|
|
2021
Q3 | $361K | Buy |
955
+39
| +4% | +$14.7K | 0.03% | 228 |
|
|
2021
Q2 | $348K | Buy |
916
+30
| +3% | +$11.4K | 0.03% | 227 |
|
|
2021
Q1 | $290K | Hold |
886
| – | – | 0.02% | 234 |
|
|
2020
Q4 | $234K | Buy |
+886
| New | +$234K | 0.02% | 234 |
|
|
2014
Q3 | – | Sell |
-1,900
| Closed | -$318K | – | 209 |
|
|
2014
Q2 | $318K | Sell |
1,900
-100
| -5% | -$16.7K | 0.05% | 171 |
|
|
2014
Q1 | $328K | Sell |
2,000
-109
| -5% | -$17.9K | 0.04% | 216 |
|
|
2013
Q4 | $374K | Sell |
2,109
-41
| -2% | -$7.27K | 0.05% | 194 |
|
|
2013
Q3 | $340K | Sell |
2,150
-15
| -0.7% | -$2.37K | 0.05% | 190 |
|
|
2013
Q2 | $327K | Buy |
+2,165
| New | +$327K | 0.05% | 183 |
|