LVW Advisors’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$780K Sell
2025
Q2
$720K Sell
2025
Q1
$606K Sell
2024
Q4
$640K Sell
2024
Q3
$608K Sell
2024
Q2
$606K Buy
2024
Q1
$476K Buy
2023
Q4
$341K Buy
2023
Q3
$212K Buy
2023
Q1
Sell
2022
Q4
$206K Buy
2022
Q1
Sell
2021
Q4
$208K Sell
2021
Q3
$222K Buy
2021
Q2
$217K Buy