L.M. Kohn & Company’s Goldman Sachs GS Stock Holding History

L.M. Kohn & Company’s Portfolio GS Stock Details GS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$246K	Sell	309 -1,540	-83%	-$1.14M	0.3%	99
2025 Q2	$1.31M	Sell	1,849 -453	-20%	-$262K	0.35%	49
2025 Q1	$1.26M	Buy	2,302 +479	+26%	+$288K	0.33%	53
2024 Q4	$1.04M	Sell	1,823 -5	-0.3%	-$2.79K	0.27%	68
2024 Q3	$905K	Hold	1,828	–	–	0.23%	93
2024 Q2	$827K	Buy	1,828 +5	+0.3%	+$2.19K	0.22%	92
2024 Q1	$762K	Sell	1,823 -70	-4%	-$27.2K	0.21%	103
2023 Q4	$730K	Buy	1,893 +117	+7%	+$39K	0.23%	89
2023 Q3	$575K	Buy	1,776 +3	+0.2%	+$1K	0.21%	104
2023 Q2	$572K	Hold	1,773	–	–	0.22%	112
2023 Q1	$580K	Sell	1,773 -362	-17%	-$126K	0.24%	96
2022 Q4	$733K	Sell	2,135 -75	-3%	-$26.1K	0.34%	71
2022 Q3	$648K	Buy	2,210 +25	+1%	+$8.1K	0.32%	76
2022 Q2	$649K	Buy	2,185 +155	+8%	+$48.3K	0.3%	77
2022 Q1	$670K	Buy	+2,030	New	+$717K	0.26%	96

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return