LSPW
Lake Street Private Wealth’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.37M | Sell |
10,416
-16
| -0.2% | -$11.3K | 1.05% | 24 |
|
|
2025
Q1 | $5.7M | Buy |
10,432
+225
| +2% | +$123K | 0.93% | 28 |
|
|
2024
Q4 | $5.84M | Buy |
10,207
+425
| +4% | +$243K | 0.93% | 28 |
|
|
2024
Q3 | $4.84M | Sell |
9,782
-469
| -5% | -$232K | 0.78% | 35 |
|
|
2024
Q2 | $4.64M | Sell |
10,251
-279
| -3% | -$126K | 0.6% | 43 |
|
|
2024
Q1 | $4.4M | Buy |
10,530
+1,021
| +11% | +$426K | 0.61% | 45 |
|
|
2023
Q4 | $3.67M | Buy |
9,509
+74
| +0.8% | +$28.5K | 0.58% | 46 |
|
|
2023
Q3 | $3.07M | Buy |
9,435
+264
| +3% | +$85.9K | 0.55% | 49 |
|
|
2023
Q2 | $2.96M | Sell |
9,171
-88
| -1% | -$28.4K | 0.52% | 58 |
|
|
2023
Q1 | $3.03M | Sell |
9,259
-681
| -7% | -$223K | 0.57% | 49 |
|
|
2022
Q4 | $3.41M | Sell |
9,940
-219
| -2% | -$75.2K | 0.71% | 37 |
|
|
2022
Q3 | $2.98M | Sell |
10,159
-524
| -5% | -$154K | 0.68% | 39 |
|
|
2022
Q2 | $3.17M | Buy |
10,683
+358
| +3% | +$106K | 0.67% | 41 |
|
|
2022
Q1 | $3.41M | Buy |
10,325
+548
| +6% | +$181K | 0.61% | 42 |
|
|
2021
Q4 | $3.74M | Buy |
9,777
+1,117
| +13% | +$427K | 0.66% | 37 |
|
|
2021
Q3 | $3.27M | Buy |
8,660
+398
| +5% | +$150K | 0.8% | 36 |
|
|
2021
Q2 | $3.1M | Buy |
8,262
+147
| +2% | +$55.1K | 0.79% | 38 |
|
|
2021
Q1 | $2.65M | Sell |
8,115
-532
| -6% | -$174K | 0.73% | 40 |
|
|
2020
Q4 | $2.28M | Sell |
8,647
-161
| -2% | -$42.5K | 0.66% | 45 |
|
|
2020
Q3 | $1.77M | Sell |
8,808
-81
| -0.9% | -$16.3K | 0.59% | 50 |
|
|
2020
Q2 | $1.76M | Buy |
+8,889
| New | +$1.76M | 0.65% | 51 |
|
|
2020
Q1 | – | Sell |
-1,175
| Closed | -$270K | – | 152 |
|
|
2019
Q4 | $270K | Buy |
1,175
+175
| +18% | +$40.2K | 0.1% | 147 |
|
|
2019
Q3 | $207K | Buy |
+1,000
| New | +$207K | 0.09% | 146 |
|