Linscomb Wealth’s Goldman Sachs GS Stock Holding History

Linscomb Wealth’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
2019 Q2	–	Sell	-1,143	Closed	-$219K	–	273
2019 Q1	$219K	Sell	1,143 -59	-5%	-$11.4K	0.02%	249
2018 Q4	$201K	Buy	1,202 +288	+32%	+$58.1K	0.02%	256
2018 Q3	$205K	Hold	914	–	–	0.02%	270
2018 Q2	$202K	Hold	914	–	–	0.02%	265
2018 Q1	$230K	Hold	914	–	–	0.02%	242
2017 Q4	$233K	Sell	914 -17	-2%	-$4.17K	0.02%	248
2017 Q3	$221K	Buy	+931	New	+$210K	0.02%	246
2017 Q2	–	Sell	-914	Closed	-$210K	–	254
2017 Q1	$210K	Sell	914 -197	-18%	-$47.6K	0.02%	233
2016 Q4	$266K	Buy	+1,111	New	+$226K	0.02%	219
2016 Q1	–	Sell	-1,456	Closed	-$262K	–	259
2015 Q4	$262K	Sell	1,456 -11	-0.7%	-$2.04K	0.03%	220
2015 Q3	$255K	Sell	1,467 -32	-2%	-$6.27K	0.03%	225
2015 Q2	$313K	Buy	1,499 +173	+13%	+$35.3K	0.03%	215
2015 Q1	$249K	Sell	1,326 -127	-9%	-$23.6K	0.03%	235
2014 Q4	$281K	Buy	1,453 +57	+4%	+$10.7K	0.03%	227
2014 Q3	$256K	Buy	1,396 +161	+13%	+$28.3K	0.03%	240
2014 Q2	$207K	Sell	1,235 -5	-0.4%	-$807	0.02%	261
2014 Q1	$203K	Buy	+1,240	New	+$209K	0.02%	263

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return