Back to GS-PD
APPLETON PARTNERS INC/MA → GS-PD
APPLETON PARTNERS INC/MA GS-PD Position History
GS-PD
Quarters held
25
Latest value
$1.9M
Q3 2026
Peak value
$61.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.3M |
| Q3 2025 | $18.1M |
| Q3 2025 | $387K |
| Q3 2025 | $56M |
| Q4 2025 | $4.6M |
| Q4 2025 | $19M |
| Q4 2025 | $474K |
| Q4 2025 | $56M |
| Q1 2026 | $4.3M |
| Q1 2026 | $19.2M |
| Q1 2026 | $452K |
| Q1 2026 | $52.6M |
| Q1 2026 | $223K |
| Q2 2026 | $5.1M |
| Q2 2026 | $21.1M |
| Q2 2026 | $522K |
| Q2 2026 | $59.8M |
| Q2 2026 | $1.3M |
| Q2 2026 | $1M |
| Q3 2026 | $4.5M |
| Q3 2026 | $21.4M |
| Q3 2026 | $500K |
| Q3 2026 | $61.4M |
| Q3 2026 | $2.3M |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 32.8K | — | — |
| Q3 2026 | $2.3M | 40.6K | — | — |
| Q3 2026 | $61.4M | 423.2K | — | — |
| Q3 2026 | $500K | 4.6K | — | — |
| Q3 2026 | $21.4M | 467.1K | — | — |
| Q3 2026 | $4.5M | 5.0K | — | — |
| Q2 2026 | $1M | 17.7K | — | — |
| Q2 2026 | $1.3M | 24.1K | — | — |
| Q2 2026 | $59.8M | 421.8K | — | — |
| Q2 2026 | $522K | 4.9K | — | — |
| Q2 2026 | $21.1M | 461.8K | — | — |
| Q2 2026 | $5.1M | 5.1K | — | — |
| Q1 2026 | $223K | 4.5K | — | — |
| Q1 2026 | $52.6M | 420.4K | — | — |
| Q1 2026 | $452K | 4.9K | — | — |
| Q1 2026 | $19.2M | 446.2K | — | — |
| Q1 2026 | $4.3M | 5.1K | — | — |
| Q4 2025 | $56M | 423.1K | — | — |
| Q4 2025 | $474K | 4.9K | — | — |
| Q4 2025 | $19M | 441.8K | — | — |
| Q4 2025 | $4.6M | 5.2K | — | — |
| Q3 2025 | $56M | 429.5K | — | — |
| Q3 2025 | $387K | 4.1K | — | — |
| Q3 2025 | $18.1M | 440.7K | — | — |
| Q3 2025 | $4.3M | 5.4K | — | — |