YHB Investment Advisors’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 | $7.39M | Hold |
10,444
| – | – | 0.57% | 48 |
|
|
2025
Q1 | $5.71M | Hold |
10,444
| – | – | 0.48% | 55 |
|
|
2024
Q4 | $5.98M | Buy |
10,444
+260
| +3% | +$149K | 0.49% | 51 |
|
|
2024
Q3 | $5.04M | Sell |
10,184
-871
| -8% | -$431K | 0.42% | 60 |
|
|
2024
Q2 | $5M | Sell |
11,055
-1,186
| -10% | -$536K | 0.43% | 56 |
|
|
2024
Q1 | $5.11M | Sell |
12,241
-738
| -6% | -$308K | 0.45% | 57 |
|
|
2023
Q4 | $5.01M | Sell |
12,979
-3,416
| -21% | -$1.32M | 0.48% | 53 |
|
|
2023
Q3 | $5.3M | Sell |
16,395
-455
| -3% | -$147K | 0.49% | 59 |
|
|
2023
Q2 | $5.43M | Buy |
16,850
+365
| +2% | +$118K | 0.51% | 55 |
|
|
2023
Q1 | $5.39M | Sell |
16,485
-142
| -0.9% | -$46.5K | 0.54% | 53 |
|
|
2022
Q4 | $5.71M | Sell |
16,627
-373
| -2% | -$128K | 0.61% | 48 |
|
|
2022
Q3 | $4.98M | Hold |
17,000
| – | – | 0.55% | 52 |
|
|
2022
Q2 | $5.05M | Hold |
17,000
| – | – | 0.53% | 55 |
|
|
2022
Q1 | $5.61M | Sell |
17,000
-495
| -3% | -$163K | 0.5% | 56 |
|
|
2021
Q4 | $6.69M | Hold |
17,495
| – | – | 0.53% | 53 |
|
|
2021
Q3 | $6.61M | Hold |
17,495
| – | – | 0.57% | 49 |
|
|
2021
Q2 | $6.64M | Sell |
17,495
-3,337
| -16% | -$1.27M | 0.57% | 49 |
|
|
2021
Q1 | $7.13M | Sell |
20,832
-1,191
| -5% | -$408K | 0.62% | 44 |
|
|
2020
Q4 | $5.81M | Sell |
22,023
-1,213
| -5% | -$320K | 0.55% | 51 |
|
|
2020
Q3 | $4.67M | Buy |
23,236
+9,712
| +72% | +$1.95M | 0.51% | 58 |
|
|
2020
Q2 | $2.67M | Sell |
13,524
-2,616
| -16% | -$517K | 0.39% | 70 |
|
|
2020
Q1 | $2.5M | Sell |
16,140
-309
| -2% | -$47.8K | 0.43% | 64 |
|
|
2019
Q4 | $3.78M | Sell |
16,449
-61
| -0.4% | -$14K | 0.54% | 59 |
|
|
2019
Q3 | $3.42M | Hold |
16,510
| – | – | 0.52% | 57 |
|
|
2019
Q2 | $3.38M | Sell |
16,510
-3,509
| -18% | -$718K | 0.54% | 56 |
|
|
2019
Q1 | $3.84M | Buy |
20,019
+1,811
| +10% | +$348K | 0.6% | 53 |
|
|
2018
Q4 | $3.04M | Buy |
18,208
+4,569
| +33% | +$763K | 0.54% | 54 |
|
|
2018
Q3 | $3.06M | Sell |
13,639
-40
| -0.3% | -$8.97K | 0.46% | 64 |
|
|
2018
Q2 | $3.02M | Sell |
13,679
-120
| -0.9% | -$26.5K | 0.49% | 63 |
|
|
2018
Q1 | $3.48M | Buy |
13,799
+15
| +0.1% | +$3.78K | 0.59% | 59 |
|
|
2017
Q4 | $3.51M | Hold |
13,784
| – | – | 0.6% | 59 |
|
|
2017
Q3 | $3.27M | Buy |
13,784
+5,249
| +61% | +$1.24M | 0.58% | 61 |
|
|
2017
Q2 | $1.89M | Sell |
8,535
-5,359
| -39% | -$1.19M | 0.33% | 77 |
|
|
2017
Q1 | $3.11M | Buy |
13,894
+110
| +0.8% | +$24.6K | 0.6% | 55 |
|
|
2016
Q4 | $3.3M | Buy |
13,784
+6,174
| +81% | +$1.48M | 0.69% | 49 |
|
|
2016
Q3 | $1.23M | Sell |
7,610
-4,224
| -36% | -$681K | 0.3% | 90 |
|
|
2016
Q2 | $1.76M | Buy |
11,834
+7,074
| +149% | +$1.05M | 0.39% | 75 |
|
|
2016
Q1 | $747K | Sell |
4,760
-7,019
| -60% | -$1.1M | 0.2% | 100 |
|
|
2015
Q4 | $2.12M | Hold |
11,779
| – | – | 0.48% | 63 |
|
|
2015
Q3 | $2.05M | Hold |
11,779
| – | – | 0.48% | 63 |
|
|
2015
Q2 | $2.46M | Buy |
11,779
+350
| +3% | +$73.1K | 0.54% | 66 |
|
|
2015
Q1 | $2.15M | Sell |
11,429
-300
| -3% | -$56.4K | 0.48% | 68 |
|
|
2014
Q4 | $2.27M | Sell |
11,729
-9
| -0.1% | -$1.74K | 0.52% | 64 |
|
|
2014
Q3 | $2.16M | Buy |
11,738
+109
| +0.9% | +$20K | 0.52% | 63 |
|
|
2014
Q2 | $1.95M | Buy |
11,629
+75
| +0.6% | +$12.6K | 0.47% | 71 |
|
|
2014
Q1 | $1.89M | Buy |
11,554
+600
| +5% | +$98.3K | 0.48% | 71 |
|
|
2013
Q4 | $1.94M | Hold |
10,954
| – | – | 0.52% | 67 |
|
|
2013
Q3 | $1.73M | Sell |
10,954
-75
| -0.7% | -$11.9K | 0.51% | 68 |
|
|
2013
Q2 | $1.67M | Buy |
+11,029
| New | +$1.67M | 0.52% | 62 |
|