Lloyd Advisory Services’s Goldman Sachs GS Stock Holding History

Lloyd Advisory Services’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
2026 Q1	$348K	Buy	+411	New	+$367K	0.1%	95
2024 Q2	–	Sell	-3,560	Closed	-$1.49M	–	134
2024 Q1	$1.49M	Buy	3,560 +2,929	+464%	+$1.14M	0.32%	48
2023 Q4	$243K	Buy	+631	New	+$211K	0.12%	112
2022 Q2	–	Sell	-105	Closed	-$35K	–	278
2022 Q1	$35K	Hold	105	–	–	0.02%	272
2021 Q4	$40K	Buy	105 +94	+855%	+$37.2K	0.02%	233
2021 Q3	$4K	Sell	11 -10	-48%	-$3.9K	﹤0.01%	322
2021 Q2	$8K	Sell	21 -1	-5%	-$358	﹤0.01%	294
2021 Q1	$7K	Buy	22 +1	+5%	+$311	﹤0.01%	259
2020 Q4	$6K	Sell	21 -3	-13%	-$668	﹤0.01%	234
2020 Q3	$5K	Sell	24 -4	-14%	-$814	﹤0.01%	228
2020 Q2	$6K	Buy	28 +13	+87%	+$2.44K	﹤0.01%	202
2020 Q1	$2K	Buy	+15	New	+$3.18K	﹤0.01%	218

Other funds holding GS

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return