Lewis Capital Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $584K | Buy |
1,806
+155
| +9% | +$50.1K | 0.91% | 28 |
|
2023
Q2 | $533K | Buy |
1,651
+5
| +0.3% | +$1.61K | 0.76% | 31 |
|
2023
Q1 | $538K | Buy |
1,646
+2
| +0.1% | +$654 | 0.81% | 31 |
|
2022
Q4 | $565K | Hold |
1,644
| – | – | 0.86% | 32 |
|
2022
Q3 | $482K | Buy |
1,644
+21
| +1% | +$6.16K | 0.74% | 35 |
|
2022
Q2 | $482K | Sell |
1,623
-10
| -0.6% | -$2.97K | 0.69% | 36 |
|
2022
Q1 | $539K | Buy |
1,633
+106
| +7% | +$35K | 0.61% | 39 |
|
2021
Q4 | $584K | Buy |
+1,527
| New | +$584K | 0.61% | 37 |
|