GLLW
Graves Light Lenhart Wealth’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-512
| Closed | -$280K | – | 195 |
|
|
2025
Q1 | $280K | Sell |
512
-31
| -6% | -$16.9K | 0.03% | 148 |
|
|
2024
Q4 | $311K | Hold |
543
| – | – | 0.04% | 145 |
|
|
2024
Q3 | $269K | Sell |
543
-185
| -25% | -$91.6K | 0.03% | 154 |
|
|
2024
Q2 | $337K | Hold |
728
| – | – | 0.04% | 136 |
|
|
2024
Q1 | $304K | Sell |
728
-8,401
| -92% | -$3.51M | 0.04% | 149 |
|
|
2023
Q4 | $3.52M | Sell |
9,129
-27
| -0.3% | -$10.4K | 0.44% | 52 |
|
|
2023
Q3 | $2.86M | Sell |
9,156
-1,258
| -12% | -$393K | 0.39% | 53 |
|
|
2023
Q2 | $3.36M | Buy |
10,414
+253
| +2% | +$81.6K | 0.45% | 50 |
|
|
2023
Q1 | $3.32M | Buy |
10,161
+49
| +0.5% | +$16K | 0.51% | 45 |
|
|
2022
Q4 | $3.47M | Buy |
10,112
+171
| +2% | +$58.7K | 0.53% | 45 |
|
|
2022
Q3 | $2.91M | Buy |
9,941
+118
| +1% | +$34.6K | 0.49% | 48 |
|
|
2022
Q2 | $2.92M | Buy |
9,823
+102
| +1% | +$30.3K | 0.45% | 51 |
|
|
2022
Q1 | $3.21M | Buy |
9,721
+173
| +2% | +$57.1K | 0.45% | 52 |
|
|
2021
Q4 | $3.65M | Sell |
9,548
-24
| -0.3% | -$9.18K | 0.52% | 51 |
|
|
2021
Q3 | $3.62M | Sell |
9,572
-7,534
| -44% | -$2.85M | 0.57% | 47 |
|
|
2021
Q2 | $6.49M | Sell |
17,106
-4
| -0% | -$1.52K | 1.04% | 28 |
|
|
2021
Q1 | $5.6M | Sell |
17,110
-5,921
| -26% | -$1.94M | 0.96% | 29 |
|
|
2020
Q4 | $6.07M | Buy |
23,031
+12
| +0.1% | +$3.17K | 1.13% | 25 |
|
|
2020
Q3 | $4.63M | Buy |
23,019
+155
| +0.7% | +$31.1K | 1.02% | 29 |
|
|
2020
Q2 | $4.52M | Buy |
22,864
+301
| +1% | +$59.5K | 1.06% | 29 |
|
|
2020
Q1 | $3.49M | Sell |
22,563
-2,010
| -8% | -$311K | 0.94% | 32 |
|
|
2019
Q4 | $5.65M | Buy |
24,573
+2,627
| +12% | +$604K | 1.19% | 28 |
|
|
2019
Q3 | $4.68M | Buy |
21,946
+3,882
| +21% | +$828K | 1.03% | 31 |
|
|
2019
Q2 | $3.7M | Buy |
18,064
+116
| +0.6% | +$23.7K | 0.88% | 36 |
|
|
2019
Q1 | $3.45M | Buy |
17,948
+2,576
| +17% | +$495K | 0.88% | 37 |
|
|
2018
Q4 | $2.57M | Buy |
+15,372
| New | +$2.57M | 0.75% | 38 |
|