Lorne Steinberg Wealth 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 | $7.36M | Sell |
10,395
-15
| -0.1% | -$10.6K | 1.92% | 24 |
|
|
2025
Q1 | $5.69M | Sell |
10,410
-6,285
| -38% | -$3.43M | 1.66% | 29 |
|
|
2024
Q4 | $9.56M | Sell |
16,695
-31
| -0.2% | -$17.8K | 2.77% | 9 |
|
|
2024
Q3 | $8.28M | Sell |
16,726
-110
| -0.7% | -$54.5K | 2.39% | 12 |
|
|
2024
Q2 | $7.62M | Sell |
16,836
-155
| -0.9% | -$70.1K | 2.45% | 11 |
|
|
2024
Q1 | $7.1M | Buy |
16,991
+8
| +0% | +$3.34K | 2.22% | 17 |
|
|
2023
Q4 | $6.55M | Sell |
16,983
-15
| -0.1% | -$5.79K | 2.2% | 16 |
|
|
2023
Q3 | $5.5M | Sell |
16,998
-320
| -2% | -$104K | 2.12% | 19 |
|
|
2023
Q2 | $5.59M | Sell |
17,318
-260
| -1% | -$83.9K | 2.1% | 20 |
|
|
2023
Q1 | $5.75M | Sell |
17,578
-20
| -0.1% | -$6.54K | 2.3% | 13 |
|
|
2022
Q4 | $6.04M | Buy |
17,598
+15
| +0.1% | +$5.15K | 2.6% | 11 |
|
|
2022
Q3 | $5.15M | Buy |
17,583
+5,710
| +48% | +$1.67M | 2.5% | 13 |
|
|
2022
Q2 | $3.53M | Buy |
11,873
+542
| +5% | +$161K | 1.66% | 33 |
|
|
2022
Q1 | $3.74M | Buy |
11,331
+1,655
| +17% | +$546K | 1.73% | 31 |
|
|
2021
Q4 | $3.7M | Sell |
9,676
-66
| -0.7% | -$25.3K | 1.59% | 34 |
|
|
2021
Q3 | $3.68M | Buy |
9,742
+205
| +2% | +$77.5K | 1.78% | 30 |
|
|
2021
Q2 | $3.62M | Buy |
9,537
+237
| +3% | +$90K | 1.78% | 29 |
|
|
2021
Q1 | $3.04M | Buy |
9,300
+30
| +0.3% | +$9.81K | 1.61% | 31 |
|
|
2020
Q4 | $2.45M | Buy |
+9,270
| New | +$2.45M | 1.53% | 30 |
|