LA
Legacy Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,065
| Closed | -$1.13M | – | 176 |
|
|
2025
Q1 | $1.13M | Buy |
2,065
+376
| +22% | +$205K | 0.12% | 149 |
|
|
2024
Q4 | $967K | Sell |
1,689
-143
| -8% | -$81.9K | 0.09% | 164 |
|
|
2024
Q3 | $907K | Sell |
1,832
-162
| -8% | -$80.2K | 0.1% | 166 |
|
|
2024
Q2 | $902K | Buy |
1,994
+253
| +15% | +$114K | 0.11% | 140 |
|
|
2024
Q1 | $727K | Sell |
1,741
-388
| -18% | -$162K | 0.09% | 173 |
|
|
2023
Q4 | $821K | Buy |
2,129
+1,083
| +104% | +$418K | 0.11% | 149 |
|
|
2023
Q3 | $338K | Buy |
1,046
+37
| +4% | +$12K | 0.05% | 223 |
|
|
2023
Q2 | $325K | Buy |
1,009
+41
| +4% | +$13.2K | 0.05% | 212 |
|
|
2023
Q1 | $317K | Buy |
968
+32
| +3% | +$10.5K | 0.06% | 197 |
|
|
2022
Q4 | $321K | Buy |
936
+6
| +0.6% | +$2.06K | 0.06% | 182 |
|
|
2022
Q3 | $273K | Sell |
930
-534
| -36% | -$157K | 0.06% | 178 |
|
|
2022
Q2 | $435K | Buy |
1,464
+788
| +117% | +$234K | 0.09% | 130 |
|
|
2022
Q1 | $223K | Buy |
+676
| New | +$223K | 0.04% | 194 |
|
|
2020
Q1 | – | Sell |
-1,700
| Closed | -$391K | – | 112 |
|
|
2019
Q4 | $391K | Buy |
+1,700
| New | +$391K | 0.25% | 82 |
|
|
2019
Q2 | – | Sell |
-52
| Closed | -$10K | – | 388 |
|
|
2019
Q1 | $10K | Buy |
+52
| New | +$10K | ﹤0.01% | 332 |
|
|
2018
Q4 | – | Sell |
-108
| Closed | -$24K | – | 224 |
|
|
2018
Q3 | $24K | Hold |
108
| – | – | 0.01% | 285 |
|
|
2018
Q2 | $24K | Buy |
108
+56
| +108% | +$12.4K | 0.02% | 244 |
|
|
2018
Q1 | $13K | Hold |
52
| – | – | 0.01% | 246 |
|
|
2017
Q4 | $13K | Hold |
52
| – | – | 0.01% | 232 |
|
|
2017
Q3 | $12K | Buy |
+52
| New | +$12K | 0.01% | 200 |
|