Lauterbach Financial Advisors’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 | $946K | Buy |
1,336
+6
| +0.5% | +$4.25K | 0.52% | 28 |
|
|
2025
Q1 | $727K | Buy |
1,330
+7
| +0.5% | +$3.83K | 0.45% | 29 |
|
|
2024
Q4 | $758K | Buy |
1,323
+7
| +0.5% | +$4.01K | 0.46% | 28 |
|
|
2024
Q3 | $652K | Buy |
1,316
+5
| +0.4% | +$2.48K | 0.4% | 33 |
|
|
2024
Q2 | $617K | Buy |
1,311
+4
| +0.3% | +$1.88K | 0.41% | 30 |
|
|
2024
Q1 | $546K | Buy |
1,307
+51
| +4% | +$21.3K | 0.36% | 35 |
|
|
2023
Q4 | $484K | Sell |
1,256
-168
| -12% | -$64.8K | 0.34% | 34 |
|
|
2023
Q3 | $461K | Buy |
1,424
+6
| +0.4% | +$1.94K | 0.36% | 33 |
|
|
2023
Q2 | $457K | Buy |
1,418
+6
| +0.4% | +$1.94K | 0.35% | 32 |
|
|
2023
Q1 | $462K | Buy |
1,412
+393
| +39% | +$129K | 0.37% | 32 |
|
|
2022
Q4 | $350K | Buy |
1,019
+6
| +0.6% | +$2.06K | 0.31% | 35 |
|
|
2022
Q3 | $297K | Buy |
1,013
+7
| +0.7% | +$2.05K | 0.3% | 33 |
|
|
2022
Q2 | $299K | Buy |
1,006
+179
| +22% | +$53.2K | 0.28% | 35 |
|
|
2022
Q1 | $273K | Buy |
827
+5
| +0.6% | +$1.65K | 0.25% | 37 |
|
|
2021
Q4 | $314K | Buy |
+822
| New | +$314K | 0.28% | 34 |
|