LAM
Lewis Asset Management’s Goldman Sachs GS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.73M | Buy |
2,447
+911
| +59% | +$645K | 0.81% | 30 |
|
2025
Q1 | $839K | Buy |
1,536
+9
| +0.6% | +$4.92K | 0.69% | 37 |
|
2024
Q4 | $874K | Buy |
1,527
+39
| +3% | +$22.3K | 0.67% | 36 |
|
2024
Q3 | $737K | Buy |
1,488
+180
| +14% | +$89.1K | 0.54% | 45 |
|
2024
Q2 | $592K | Buy |
1,308
+26
| +2% | +$11.8K | 0.45% | 50 |
|
2024
Q1 | $536K | Buy |
1,282
+45
| +4% | +$18.8K | 0.44% | 58 |
|
2023
Q4 | $477K | Buy |
+1,237
| New | +$477K | 0.44% | 57 |
|