Brown, Lisle/Cummings’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 | $130K | Hold |
183
| – | – | 0.03% | 256 |
|
|
2025
Q1 | $100K | Buy |
183
+5
| +3% | +$2.73K | 0.03% | 273 |
|
|
2024
Q4 | $102K | Hold |
178
| – | – | 0.03% | 266 |
|
|
2024
Q3 | $88.1K | Hold |
178
| – | – | 0.03% | 274 |
|
|
2024
Q2 | $80.5K | Hold |
178
| – | – | 0.03% | 273 |
|
|
2024
Q1 | $74.3K | Hold |
178
| – | – | 0.03% | 262 |
|
|
2023
Q4 | $68.7K | Hold |
178
| – | – | 0.03% | 261 |
|
|
2023
Q3 | $57.6K | Hold |
178
| – | – | 0.03% | 260 |
|
|
2023
Q2 | $57.4K | Buy |
178
+25
| +16% | +$8.06K | 0.03% | 267 |
|
|
2023
Q1 | $50K | Buy |
153
+125
| +446% | +$40.9K | 0.03% | 273 |
|
|
2022
Q4 | $9.62K | Sell |
28
-12
| -30% | -$4.12K | 0.01% | 381 |
|
|
2022
Q3 | $11.7K | Buy |
40
+28
| +233% | +$8.21K | 0.01% | 363 |
|
|
2022
Q2 | $3.56K | Hold |
12
| – | – | ﹤0.01% | 427 |
|
|
2022
Q1 | $3.96K | Hold |
12
| – | – | ﹤0.01% | 440 |
|
|
2021
Q4 | $4.59K | Buy |
+12
| New | +$4.59K | ﹤0.01% | 415 |
|