Welch & Forbes’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 | $1.29M | Buy |
1,819
+388
| +27% | +$275K | 0.02% | 211 |
|
|
2025
Q1 | $782K | Buy |
1,431
+13
| +0.9% | +$7.1K | 0.01% | 238 |
|
|
2024
Q4 | $812K | Buy |
1,418
+130
| +10% | +$74.4K | 0.01% | 239 |
|
|
2024
Q3 | $638K | Sell |
1,288
-8
| -0.6% | -$3.96K | 0.01% | 262 |
|
|
2024
Q2 | $605K | Buy |
1,296
+37
| +3% | +$17.3K | 0.01% | 263 |
|
|
2024
Q1 | $526K | Hold |
1,259
| – | – | 0.01% | 284 |
|
|
2023
Q4 | $486K | Hold |
1,259
| – | – | 0.01% | 286 |
|
|
2023
Q3 | $407K | Hold |
1,259
| – | – | 0.01% | 300 |
|
|
2023
Q2 | $406K | Sell |
1,259
-64
| -5% | -$20.6K | 0.01% | 303 |
|
|
2023
Q1 | $433K | Buy |
1,323
+2
| +0.2% | +$654 | 0.01% | 291 |
|
|
2022
Q4 | $454K | Hold |
1,321
| – | – | 0.01% | 293 |
|
|
2022
Q3 | $387K | Buy |
1,321
+62
| +5% | +$18.2K | 0.01% | 299 |
|
|
2022
Q2 | $375K | Sell |
1,259
-150
| -11% | -$44.7K | 0.01% | 304 |
|
|
2022
Q1 | $465K | Sell |
1,409
-44
| -3% | -$14.5K | 0.01% | 296 |
|
|
2021
Q4 | $556K | Sell |
1,453
-22
| -1% | -$8.42K | 0.01% | 284 |
|
|
2021
Q3 | $558K | Hold |
1,475
| – | – | 0.01% | 278 |
|
|
2021
Q2 | $560K | Hold |
1,475
| – | – | 0.01% | 282 |
|
|
2021
Q1 | $482K | Hold |
1,475
| – | – | 0.01% | 281 |
|
|
2020
Q4 | $388K | Hold |
1,475
| – | – | 0.01% | 305 |
|
|
2020
Q3 | $296K | Buy |
1,475
+24
| +2% | +$4.82K | 0.01% | 307 |
|
|
2020
Q2 | $287K | Buy |
1,451
+82
| +6% | +$16.2K | 0.01% | 305 |
|
|
2020
Q1 | $211K | Sell |
1,369
-250
| -15% | -$38.5K | 0.01% | 309 |
|
|
2019
Q4 | $372K | Buy |
+1,619
| New | +$372K | 0.01% | 283 |
|
|
2015
Q1 | – | Sell |
-1,154
| Closed | -$224K | – | 338 |
|
|
2014
Q4 | $224K | Buy |
+1,154
| New | +$224K | 0.01% | 322 |
|