Ownership history in APPLETON PARTNERS INC/MA · 36 quarters on record
This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in GOLDMAN SACHS ETF TR (GSLC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 423,087 | -6,371 | -1.5% | 3.69% | $56.0M | $132.37 |
| 2025 Q3 | ADDED | 429,458 | +124 | +0.0% | 3.75% | $56.0M | $129.95 |
| 2025 Q2 | REDUCED | 429,334 | -5,042 | -1.2% | 3.69% | $52.1M | $120.78 |
| 2025 Q1 | REDUCED | 434,376 | -2,198 | -0.5% | 3.70% | $47.8M | $109.23 |
| 2024 Q4 | REDUCED | 436,574 | -8,923 | -2.0% | 3.72% | $50.3M | $113.95 |
| 2024 Q3 | REDUCED | 445,497 | -7,535 | -1.7% | 3.70% | $50.3M | $111.38 |
| 2024 Q2 | REDUCED | 453,032 | -1,327 | -0.3% | 3.73% | $48.5M | $105.20 |
| 2024 Q1 | REDUCED | 454,359 | -8,472 | -1.8% | 3.66% | $47.2M | $101.80 |
| 2023 Q4 | REDUCED | 462,831 | -610 | -0.1% | 3.50% | $43.4M | $91.74 |
| 2023 Q3 | ADDED | 463,441 | +266 | +0.1% | 3.47% | $39.0M | $82.01 |
As of 2025 Q4 — sorted by position size