Pettee Investors’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 | $1.93M | Buy |
2,733
+310
| +13% | +$219K | 1.16% | 29 |
|
|
2025
Q1 | $1.32M | Buy |
2,423
+388
| +19% | +$212K | 0.79% | 41 |
|
|
2024
Q4 | $1.17M | Buy |
2,035
+57
| +3% | +$32.6K | 0.59% | 53 |
|
|
2024
Q3 | $979K | Hold |
1,978
| – | – | 0.48% | 64 |
|
|
2024
Q2 | $895K | Sell |
1,978
-665
| -25% | -$301K | 0.43% | 71 |
|
|
2024
Q1 | $1.1M | Buy |
2,643
+45
| +2% | +$18.8K | 0.47% | 65 |
|
|
2023
Q4 | $1M | Hold |
2,598
| – | – | 0.44% | 67 |
|
|
2023
Q3 | $841K | Buy |
2,598
+523
| +25% | +$169K | 0.4% | 70 |
|
|
2023
Q2 | $669K | Buy |
2,075
+30
| +1% | +$9.68K | 0.3% | 81 |
|
|
2023
Q1 | $669K | Sell |
2,045
-39
| -2% | -$12.8K | 0.32% | 81 |
|
|
2022
Q4 | $716K | Buy |
2,084
+79
| +4% | +$27.1K | 0.35% | 77 |
|
|
2022
Q3 | $588K | Hold |
2,005
| – | – | 0.32% | 83 |
|
|
2022
Q2 | $596K | Buy |
2,005
+75
| +4% | +$22.3K | 0.3% | 84 |
|
|
2022
Q1 | $637K | Hold |
1,930
| – | – | 0.28% | 90 |
|
|
2021
Q4 | $738K | Hold |
1,930
| – | – | 0.31% | 85 |
|
|
2021
Q3 | $730K | Buy |
1,930
+25
| +1% | +$9.46K | 0.34% | 81 |
|
|
2021
Q2 | $723K | Buy |
1,905
+135
| +8% | +$51.2K | 0.34% | 80 |
|
|
2021
Q1 | $579K | Buy |
1,770
+670
| +61% | +$219K | 0.28% | 87 |
|
|
2020
Q4 | $290K | Buy |
+1,100
| New | +$290K | 0.15% | 107 |
|