Alan B. Lancz & Associates’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 | $1.57M | Hold |
2,225
| – | – | 1.58% | 13 |
|
|
2025
Q1 | $1.22M | Sell |
2,225
-225
| -9% | -$123K | 1.3% | 15 |
|
|
2024
Q4 | $1.4M | Sell |
2,450
-150
| -6% | -$85.9K | 1.43% | 13 |
|
|
2024
Q3 | $1.29M | Buy |
2,600
+200
| +8% | +$99K | 1.18% | 18 |
|
|
2024
Q2 | $1.09M | Buy |
+2,400
| New | +$1.09M | 1.07% | 19 |
|
|
2023
Q4 | $964K | Hold |
2,500
| – | – | 1.01% | 22 |
|
|
2023
Q3 | $809K | Hold |
2,500
| – | – | 0.92% | 24 |
|
|
2023
Q2 | $806K | Hold |
2,500
| – | – | 0.86% | 28 |
|
|
2023
Q1 | $818K | Hold |
2,500
| – | – | 0.85% | 25 |
|
|
2022
Q4 | $935K | Hold |
2,500
| – | – | 0.94% | 25 |
|
|
2022
Q3 | $733K | Hold |
2,500
| – | – | 0.87% | 27 |
|
|
2022
Q2 | $833K | Buy |
2,500
+150
| +6% | +$50K | 0.82% | 26 |
|
|
2022
Q1 | $776K | Sell |
2,350
-100
| -4% | -$33K | 0.69% | 34 |
|
|
2021
Q4 | $937K | Buy |
+2,450
| New | +$937K | 0.82% | 27 |
|