LWMM
Legacy Wealth Management (Mississippi)’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,827
| Closed | -$2.2M | – | 75 |
|
|
2023
Q2 | $2.2M | Hold |
6,827
| – | – | 1.1% | 26 |
|
|
2023
Q1 | $2.23M | Hold |
6,827
| – | – | 1.23% | 23 |
|
|
2022
Q4 | $2.34M | Sell |
6,827
-110
| -2% | -$37.8K | 1.39% | 21 |
|
|
2022
Q3 | $2.03M | Hold |
6,937
| – | – | 1.37% | 20 |
|
|
2022
Q2 | $2.06M | Hold |
6,937
| – | – | 1.25% | 23 |
|
|
2022
Q1 | $2.29M | Buy |
6,937
+12
| +0.2% | +$3.96K | 1.2% | 22 |
|
|
2021
Q4 | $2.65M | Sell |
6,925
-332
| -5% | -$127K | 1.36% | 15 |
|
|
2021
Q3 | $2.74M | Sell |
7,257
-390
| -5% | -$147K | 1.47% | 11 |
|
|
2021
Q2 | $2.9M | Sell |
7,647
-70
| -0.9% | -$26.6K | 1.61% | 10 |
|
|
2021
Q1 | $2.52M | Buy |
7,717
+100
| +1% | +$32.7K | 1.53% | 11 |
|
|
2020
Q4 | $2.01M | Sell |
7,617
-480
| -6% | -$127K | 1.27% | 21 |
|
|
2020
Q3 | $1.63M | Buy |
8,097
+1,465
| +22% | +$294K | 1.12% | 28 |
|
|
2020
Q2 | $1.31M | Sell |
6,632
-500
| -7% | -$98.8K | 1% | 33 |
|
|
2020
Q1 | $1.1M | Buy |
7,132
+5,373
| +305% | +$831K | 1.03% | 27 |
|
|
2019
Q4 | $404K | Buy |
+1,759
| New | +$404K | 0.35% | 72 |
|