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Legend Financial Advisors’s Goldman Sachs GS Stock Holding History

Legend Financial Advisors’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 		– Sell
-20
Closed -$14.2K – 88
2025
Q2 		$14.2K Buy
+20
New +$11.6K 0.01% 101
2025
Q1 		– Sell
-20
Closed -$11.5K – 122
2024
Q4 		$11.5K Hold
20
– – 0.01% 108
2024
Q3 		$9.9K Hold
20
– – 0.01% 100
2024
Q2 		$9.05K Sell
20
-4
-17% -$1.75K 0.01% 152
2024
Q1 		$10K Buy
24
+16
+200% +$6.21K 0.01% 135
2023
Q4 		$3.09K Buy
+8
New +$2.67K ﹤0.01% 167
2023
Q3 		– Sell
-36
Closed -$11.6K – 201
2023
Q2 		$11.6K Buy
36
+12
+50% +$3.94K 0.01% 140
2023
Q1 		$7.85K Sell
24
-12
-33% -$4.18K 0.01% 169
2022
Q4 		$12.4K Buy
+36
New +$12.5K 0.01% 147

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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