Lifestyle Asset Management’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Buy
403
+8
+2% +$5.66K 0.13% 102
2025
Q1
$216K Sell
395
-38
-9% -$20.8K 0.12% 103
2024
Q4
$248K Sell
433
-17
-4% -$9.74K 0.14% 89
2024
Q3
$223K Sell
450
-23
-5% -$11.4K 0.12% 96
2024
Q2
$214K Sell
473
-111
-19% -$50.2K 0.12% 95
2024
Q1
$244K Sell
584
-92
-14% -$38.4K 0.14% 77
2023
Q4
$261K Buy
+676
New +$261K 0.15% 62
2023
Q2
Sell
-681
Closed -$223K 94
2023
Q1
$223K Buy
681
+55
+9% +$18K 0.15% 66
2022
Q4
$215K Buy
+626
New +$215K 0.17% 63