LAM
Lummis Asset Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Sell |
5,475
-15
| -0.3% | -$10.7K | 2.55% | 11 |
|
|
2025
Q1 | $3M | Buy |
5,490
+1,618
| +42% | +$884K | 2.08% | 15 |
|
|
2024
Q4 | $2.22M | Sell |
3,872
-74
| -2% | -$42.4K | 2.81% | 7 |
|
|
2024
Q3 | $1.95M | Sell |
3,946
-17
| -0.4% | -$8.42K | 2.28% | 13 |
|
|
2024
Q2 | $1.79M | Sell |
3,963
-15
| -0.4% | -$6.79K | 2.37% | 14 |
|
|
2024
Q1 | $1.66M | Buy |
3,978
+275
| +7% | +$115K | 2.23% | 16 |
|
|
2023
Q4 | $2.15M | Buy |
+3,703
| New | +$2.15M | 1.65% | 18 |
|